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Attaching a Certificate in a Course

  1. Jump to

  2. Use Case Information
  3. Adding a Certificate
  4. Adding Multiple Certificates
  5. Adding Additional Pages to Certificates
  6. Adding CSS to Certificates
  7. Deleting Certificates

Below you will find instructions for attaching certificates in a course.

Use Case Information

Setting a range of completion criteria will determine whether or not your learner is eligible to be awarded any certificates that you add. Each course can support one or more certificates that can be granted once a learner meets your criteria. Admins are also able to create multiple certificates, a default certificate plus any number of certificates relating to custom fields. If a learner does not meet a custom field value, he/she will receive the default certificate.

When configured you can control the following:

  • Award certificates upon content completion
  • Award unique certificates based on custom field value
  • Add additional certification information using PDFs

Tip

For more information on establishing your completion criteria, see our Setting Up Completion Criteria article.

Adding a Certificate

  1. From your dashboard, select Courses, then All Courses.
  2. Click the Content Title for the course you want to alter and select the Completion Step.

    Tip

    Before moving on to the next step, this is a good time to make sure your completion criteria is set up the way you want it. Whatever is set up in completion criteria is what is required of the learner to earn the certificate.

  3. From the left sidebar, click on the Certification tab.
    AttachingCertificateCourse_CertificationTab_AdminView_GIF.gif
  4. Click Add New Certificates to grant a certificate upon completion of your established criteria.
    • Enter a title for your certificate.
    • Grant the certificate for everyone or based on a custom learner field.

      Note

      Choosing to grant based on a custom field allows you to attach more than one certificate. There can only be one default certificate for everyone.

    • Enter the certificate expiration or leave as Does Not Expire (see our Setting up Certificate Expirations course).
    • If expiration is chosen, add any recertification instructions (see our Setting up Certificate Recertifications course).
    • Click Save.
      AttachingCertificateCourse_CreatingNewCert_AdminView_GIF.gif
  5. Next, you will be prompted to upload an image for your certificate. You can drag an image, or click in the box to upload one.

    Tip

    Use the Add Certificate from Central Asset Manager option if you've already built certificates in the Asset Library. Using the Asset Library for this purpose can be faster and easier to manage. Go to the Asset Library help article to learn more.

    Note

    Image specs are 700px x any height.

    • Drag a certificate field label (e.g. name, course, date) to the appropriate spot on the certificate. Change font size, and color, as needed. Then click Save.
    • Repeat for all necessary labels.
      AttachingCertificateCourse_AddingFields_AdminView_GIF.gif

      Note

      Note that new labels can be created at Settings > Certification. Click Add Certificate Field to add your custom labels.

  6. Click Save.

Adding Multiple Certificates

To attach and grant multiple certificates, there has to be different criteria for each certificate. This criteria is based on custom learner field values. You should always have one "default" certificate that is set to grant for everyone so that any learner who does not match a custom learner field value will still receive a certifcate.

Note

The Grant For option is only available if you have Custom Learner Fields configured. See this article to learn more about Custom Learner Fields.

  1. From your homepage, select Courses > All Courses.
  2. Click the Content Title for the course you want to alter and click the Completion Tab.
  3. From the left menu, select Certification.
  4. If you've already created a certificate, create a new certificate.

    Note

    If the learner does not meet the Custom Field value created for other certificates, the learner will receive the "default" certificate where the Grant For field is set to Everyone.

  5. If there is already a certificate that has the Grant For field set to Everyone, the Grant For field in the new certificate will be automatically updated to Learners with a custom field.
  6. Choose a Custom Field from the dropdown.
  7. Enter a Custom Field value.

    Note

    Two certificates cannot have the same Custom Field and Custom Field Value combination.

    Tip

    The Custom Field Value must match the value the learner submits.

    If the value indicated on the certificate is "Doctor" and the learner types "Dr", the learner will not receive the certificate.

  8. Click Save.

Adding Additional Pages to Certificates

  1. Upon adding a certificate scroll down and open Advanced.
  2. Drap and drop, or select, to add one or more PDFs that will be included as additional pages in the generated certificate.

    Additional pages for certificates is behind a feature flag.

    Reach out to your Account Team directly or email success@thoughtindustries.com to have this feature enabled.

Adding CSS to Certificates

Adding Custom CSS is optional.

  1. Upon adding a certificate scroll down and add your CSS.
  2. Click Apply CSS Preview to see changes.

Note

Here are the CSS Classes available:

  • .certificate__content {} // Overall container class
  • .certificate__asset {} // Image class
  • .certificate__label {} // Shared label class for all labels // Example: .certificate__label { font-family: 'Open Sans', sans-serif !important; color: red !important }
  • .certificate__label--nameLabel {} // label class specific to user name
  • .certificate__label--userFieldLabel {} // label class specific to user fields
  • .certificate__label--contentFieldLabel {} // label class specific to content fields
  • .certificate__label--textLabel {} // Text label class
  • .certificate__label--awardLabel {} // Award label class
  • .certificate__label--identifier {} // Identifier label class
  • .certificate__label--contentStartDate {} // Date Labels
  • .certificate__label--contentCompletionDate {} // Date Labels
  • .certificate__label--dateLabel {} // Date Labels
  • .certificate__label--expirationDateLabel {} // Date Labels

Reporting on Certificates

Certificate Log displays all certificates earned on your site. 

To view the Certificate Log, go to Reporting > Reports > Learner Actions and click into the report. 

Fields for Certificate Log:

  • Last Name: Learner's last name.
  • First Name: Learner's first name.
  • Email: Learner's email.
  • ID: Learner's unique identification number.
  • Content Name (Learning Path): Title of Learning Path.
  • Content Name (Course): Title of Course.
  • Content Type: Type of content.
  • Issued On: Date the certificate was issued to the learner.
  • Expiration Date: Expiration date of the certificate if applicable.
  • Source: How the certificate was granted (i.e. manager grant, content completion, etc.).

Advanced Downloads:

Below the Certificates table in your report, an advanced menu can be expanded displaying the Certificates Details and Download functionality. 

Fields for Advanced Downloads:

  • Available Fields: Certificate & Transcript Fields (Settings > Certifications) can be added to the report in the form of columns. When adding additional fields to display on the report, the cell values will be a one-to-one reflection of what is displayed on the certificate. 
  • Content: Filtering by content will show all learners with granted certificates from the piece of content. Content is only filterable when the report is not filtered by Learning Path or Client. 
  • Learning Path: Filters the report to show all learners with granted certificates for the Learning Path. The report can only be filtered by a Learning Path when Content or Client is not selected.
  • Client: Filters the report to show all learners with granted certificates in a specific Panorama. It can be filtered further by sublicense, but only 1 sublicense at a time. The report can only be filtered when the report is not filtered by Learning Path or Content. 
  • Date: The report defaults to a date range of 1 week to the current date. 
  • Download: The report can be downloaded with an option for 2 formats:
    • CSV
    • JSON

Note

The limit for certificate downloads is 30 per download.

Deleting Certificates

Is your end goal to stop a certificate from issuing when a user completes content associated with it? While it involves manual steps, it's quite simple to do:

    1. From your homepage, select Courses > All Courses.
    2. Click the Content Title for the course you want to alter and click the Completion Tab.
    3. From the left menu, select Certification.
    4. Select the trash icon and confirm you wish to delete. 
    5. Click Save in the top banner of your course. 
      AttachingCertificateCourse_DeletingCert_AdminView.png

Note

You cannot revoke or delete certificates in bulk directly through the platform. However, this can be achieved via the API on a per-request basis.

Tip

If you no longer need a certificate to complete the course but want to keep one ready for future use, optimize your workflow by creating certificate templates in the Asset Library. This allows for easy reuse without the need to recreate them from scratch. For instructions, see our articles on Managing Content Through Asset Library and the Adding a Certificate section in this article. 

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