Certifications

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A certification corresponds to one or more courses that an individual must complete in order to receive completion acknowledgment or accreditation. Site Managers can create rules for certifications that can be earned automatically once the rules are satisfied. Certifications can be based on course completion and test results and you can set expiry dates, assign user groups, and even create your own customized certificates for participants to print out. A default template is provided for certification printouts.


Navigate to Certification Page

  1. Log in with a Site Manager account.
  2. Select Certifications under Library in the main navigation menu.
    certification-filter-a
  3. Optionally use the filters in the Filter menu to narrow your selection, and then select Go. If you cannot see the menu, show the Tool Panel.
    certification-filter-b
  4. Optionally use the Resources menu for additional options to view and interact with certifications. If you cannot see the menu, show the Tool Panel.cerrtification-resources
    1. Select Users to view a list of all indivuduals who have earned certificates. Filter user list by user group or certification name.
    2. Select Search to list certifications and display search results by name and user group.
    3. Select Sent Certificates if your orgaization sends out physical certifications, use this tool to view a list of eligible indivuduals, and mark certifications that have been sent, and see which certifications have already been sent.
    4. Select Sent Certifications to mark user certifications as sent, as well as view a list of eligible and already sent certifications.

Create a Certification

Site Managers can create rules for certifications that can be earned automatically once the rules are satisfied.

callout-info
Important Things to Keep in Mind when Creating Certifications

  • Certification rules cannot be edited once they are saved. This is to prevent affecting the qualification of any participants - current and past. If a certification has changed, you can create a new certification with the updated rules and then deactivate the certification previously used.
  • Individuals can only achieve active certifications linked to their user groups.
  • Inactive earned certifications cannot be earned.
  • Updating SCORM content does not update existing certifications. You will require a new certification to include the revised SCORM package.
  • Assets added to a product after a certification was created will require a new certification to include the asset.
  • Associate imported certifications to an asset that won’t grant the certification unintentionally through other methods, such as an asset that is automatically graded or associated with another certification. Some clients use dedicated, inactive assets for this very reason.

 

callout-grayrView video tutorial: How to Create Certifications

 

callout-grayrView video tutorial: Creating Complex Certifications

 

  1. Log in with a Site Manager account.
  2. Select Certification from the Quick Create area of your home page.
    create-a-certification-a
  3. Enter a Name for the certification.
  4. Optionally add Details about the certification. These details are viewable only by other Site Managers.
  5. Select whether this certification is Active or Inactive. Individuals can only earn active certifications.
  6. Define the Duration that the certification is valid. The default setting, Never Expires, means that the certification is valid until it is made inactive or removed. You can also opt to define when the certification expires by using the Expires Every field. Certifications that expire do so based on the date that the user earned the certification.create-a-certification-b
  7. Under Create Rule, specify the total number of items that must be achieved for the certification.
  8. Select a Product from the drop-down menu. Only active products show in the menu.
  9. Select an Asset from the drop-down menu. Inactive assets are identified on the menu. If you have selected a SCORM asset, the certification is applied based on the SCORM’s passing requirements, so selecting a SCORM section this is often optional. If the SCORM has multiple SCOs, you may need to select one specifically required for the certification.
    Asset Type May be Applied to Certifications Certification Based on Pass/Fail Certification Based on Grade Value Certification Can be
    Awarded Above Grade Value
    Certification Can be
    Awarded Below Grade Value
    Prova Test Y Y Y Y Y
    SCORM Y Y Y Y Y
    Module Y Y N Y Y
    Questionnaire Y Y N Y N
    Reference N N N N N
    Wiki N N N N N
    Classic Evaluations
    (deprecated)
    Y Y Y Y N
  10. Enter the Passing Grade requirement as a percentage or use the No Grade checkbox to create certifications with SCORM assets to consider complete/incomplete instead of a grade.

    The passing grade of a certification usually matches the passing grade of the requirements (such as a test grade). However, there may be circumstances where a certification may require a higher grade.

    • Higher Certification Pass Rates 
      If the certification pass rate is set higher than an asset’s pass rate, then the user may not be eligible for the certification, even if they passed the asset. This may be desired in cases where you require a higher score for certification, such as trainers or experts. 
    • Lower Certification Pass Rates
      If the certification pass rate is set lower than the test, then the user may obtain a certification, even if they failed the asset. Enter the Passing Grade requirement as a percentage or use the No Grade checkbox to create certifications with SCORM assets to consider complete/incomplete instead of a grade.create-a-certification-c
  11. Select Add to accept the rule. Repeat adding assets as required. You can remove added rules, but only before you save them.
  12. Save Rule once all requirements are added. You may create multiple rules.
  13. Add or remove multiple User Groups. Only individuals in the selected user groups will be eligible to obtain the certification, even if they have satisfied all requirements.
  14. Save. After saving, you will be brought back to the main certification page where you can create, delete, or edit all of the certifications in the system.
  15. You may wish to update the certification printout as well (see Update Certification Printout).

Manage Certification Availability

Site Managers can manage certification availability using several methods. Select a method below to learn more.

Site Managers can change the user groups that are eligible to receive a certification.

callout-infoIndividuals can only earn active certifications that are linked to their user groups. 

 

  1. Navigate to Certifications.
  2. Select one or more certifications by clicking within their selection box.
  3. Select Edit User Groups from the Certification Options menu. If you cannot see the menu, show the Tool Panelcertification-user-group-2
  4. Select user groups and then choose either Add or Remove. Select multiple items by holding down the Ctrl or shift keys or by clicking and dragging with your mouse. You can limit the number of user groups you see by using the campus dropdown menu to see only user groups belonging to one campus at a time.
  5. Select Save at the bottom of the create certificate screen. After saving, you will be brought back to the main certification page where you can create, delete, or edit all of the certifications in the system.

Site Managers can change the active status of certifications. Inactivated certifications remain in the system, on reports, and attached to user profiles, but can no longer be earned.

callout-infoInactive certifications can no longer be earned but remain available to individuals who previously earned them. Inactive assets are not visible for selection when creating a certification. If you wish to include rules that point to both an inactive asset and an active asset, then you will need to temporarily activate the older assets so you can select them.

 

  1. Navigate to Certifications.
  2. To activate or deactivate a certification in list view, use the dropdown menu under Status to make a selection.certitifcation-active
  3. To activate or deactivate a certification in detailed view, select the check box for next to the word Active.
    certitifcation-active-2

Site Managers can view all of the certifications an individual has already obtained, is working toward, or is eligible to earn directly from their profile. From the profile, Site Managers can manage an individual's certifications from the individual's profile to expire a certification or remove an earned certification.

Expire an Individual's Certification

  1. Log in with a Site Manager account.
  2. Select Accounts under Users in the main navigation menu.user-account
  3. Select an account name to open the individual's profile.
  4. Select Certifications from the Sections menu. If you can't see the menu, show the Tool Panel.
    certification-manually-issued-1
  5. Enter an expiry date into the Expires field for the appropriate certification.
    certification-expire-profile
  6. Save.

Delete an Individual's Certification

callout-dangerCertifications deleted from a profile are permanently removed from the system, including reports. An alternative to deletion is to expire the individual's certification.

  1. Log in with a Site Manager account.
  2. Select Accounts under Users in the main navigation menu.
    user-account
  3. Select an account name to open the individual's profile.
  4. Select Certifications from the Sections menu on the right. If you can't see the menu, show the Tool Panel.certification-manually-issued-1
  5. Select the delete icon next to any active certification that the individual earned.
    certification-remove-profile

Site Managers can permanently delete one or more certifications. Deletion affects individuals who have already earned the certification.

callout-dangerDeleted certifications are permanently removed from the system, including reports and all user profiles. An alternative is to delete an individual's certification (see above).

Delete One Certification

  1. Navigate to Certifications.
  2. To delete a single certification, select Delete next to the applicable certification. In detailed view, this is a button; in list view, it is an icon.
  3. Select Yes when prompted to confirm.
    delete-b

    delete-c

Delete Multiple Certifications

  1. Navigate to Certifications.
  2. Select multiple certifications by clicking within their selection box. Alternatively, you can use the Select All link under the certification options menu on the right and then deselect the certifications that you wish to keep.delete-d
  3. Select the Delete Selected link in the certification options menu on the right.
  4. Select Yes when prompted to confirm.

Non-Automatic Certifications

While certifications are typically awarded automatically, there may be circumstances where this is not required. Site Managers have other methods for applying certifications that are not awarded automatically.

If a user has not met the requirements for a certification or has earned it outside of the typical methods, a Site Manager can issue the certification manually.

  1. Log in with a Site Manager account.
  2. Select Accounts under Users in the main navigation menu.user-account
  3. Select an account name to open the individual's profile.
  4. Select Certifications from the Sections menu. If you can't see the menu, show the Tool Panel.
    certification-manually-issued-1
  5. Enter a date under the Set Earned Date field. An expiry date will automatically populate if the certification was created with an expiry in the system. You can do this for any unearned certification listed on the user’s profile.
    certification-manually-issued-2
  6. Save.

Follow these steps to award a certification only after a review process or upon approval.

  1. Create or update a graded module.
  2. Add a completion rule to the module that requires a passing grade.
  3. Create a certification rule that requires the passing of the module using the same percentage used for the completion rule.
  4. Manually grade the module (this can be done by Site Managers, Campus Admins, Campus Managers, Publishers, and Instructors, depending on system configuration).
  5. After the passing grade is applied, the certification will be awarded. 

The Check Eligible Users tool can be used to retroactively capture individuals who qualify for a certification that was not automatically awarded. This typically occurs when a certification is added to a new user group or the certification was created after the user completed the requirements.

  1. Log in with a Site Manager account.
  2. Select Accounts under Users in the main navigation menu.user-account
  3. Select an account name to open the individual's profile.
  4. Select Certifications from the Sections menu. If you can't see the menu, show the Tool Panel.
    certification-manually-issued-1
  5. Select Check Eligible Users next to the applicable certification. In a detailed view, this is a button; in the list view, it is an icon.
    certification-check-eligible-1
  6. Choose the individuals that require the certification. 
    certification-check-eligible-2
  7. Select a certification date. This selection will apply to all selected individuals.
    1. Select Today’s Date to apply the certification based on the current date.
    2. Select Completion Date to apply the certification based on when individuals satisfied the certification rules. Expiries will still apply.
  8. Approve. You will see a confirmation screen letting you know that the certification has been applied to the selected individuals.

Site Managers can keep track of certifications earned off-site or for content that is not offered in the system using the import tool. Alternatively, you can scan a copy of an externally earned certification and attach it to a user’s profile using the Supplemental Training module.

  1. Create a certification.
  2. Create at least one rule pointing to an asset that represents the offline content. Many clients opt to attach the certification to a new product created specifically for the certification.
  3. Select all user groups. This ensures that the certification can be applied to anyone’s record, regardless of their groups.
  4. Use the Import Utility to download the user certification excel template, and then populate the template with your data. 
    certification-import-1
  5. For the imported users to appear on the Check Eligible Users tool, you will need to populate the Asset column on the excel file, since certifications are calculated from completed assets, not products.
  6. Upload the excel file via the Import Utility.  Select the User Certification import type from the drop-down menu. 
  7. Select Confirm.

callout-infoBest Practise for Asset Association 
Associate the certification to an asset that won’t grant the certification unintentionally through other methods, such as an asset that is automatically graded or is already associated with another certification. Some Site Managers use dedicated, inactive assets for this very reason.

Certification Updates and Content Revisions

Updating Certifications

While a certification's rules cannot be edited, Site Managers have options when certification requirements change. Determine the best method using the table below. 

Method A

Multiple Active Certifications for the Same Product(s)

Method B

Replacement Certification

Method C

One Certification for Both Upcoming & Previous Users

Deciding Factors: Deciding Factors: Deciding Factors:
  • Individuals currently in progress should not be affected.
  • Simple set up for the Site Manager.
  • Reports must be run on multiple certifications.
  • May present a challenge to individuals running reports that may not be aware of multiple certifications.
  • Individuals may be able to obtain multiple certifications if in associated user groups.
  • Products and assets from the original certification must not be included in certification rules.
  • Individuals currently in progress could be affected.
  • Simple set up for the Site Manager.
  • Reports must be run on multiple certifications.
  • May present a challenge to individuals running reports that may not be aware of multiple certifications.
  • Individuals may only obtain one certification.
  • Products and assets from the original certification must not be included in certification rules.
  • This method is ideal for annually revised certifications.
  • Individuals currently in progress could be affected.
  • More complicated set up for the Site Manager.
  • Reports will be run on only one certification.
  • individuals are only able to obtain one certification.
  • Products and assets from the original certification must be included in certification rules.
Certification Steps: Certification Steps: Certification Steps:
1. Create new certification. 1. Create new certification. 1. Create new certification.
2. Reference the new assets within the rules. 2. Reference the new assets within the rules. 2. Reference both the new and original assets within the rules.
3. Do not inactivate original assets within the certification rules. 3. Inactivate original assets within the certification rules. 3. Inactivate original assets within the certification rules.
4. Do not inactivate the original certification. 4. Inactivate the original certification. 4. Delete the original certification.
5. Ask Support to temporarily disable certification email alerts, so individuals won't receive an email about a certification they've already obtained.
6. Use the Check Eligible Users tool to apply the certification to all individuals who obtained the previous certification.

How Content Updates Affect Certifications

Modifications to products and assets may affect associated certifications.  The most common scenarios are described below.

Adding a new asset or product that is required for an existing certification requires the creation of a new certification to include rules for the new asset or product.

callout-infoInactive assets are not visible for selection when creating a certification. If you wish to include rules that point to both an inactive asset and an active asset, then you will need to temporarily activate the older assets so you can select them.

The system will prevent you from deleting a product or asset that is associated with a certification.
Updating the content within most assets should not affect your certifications. This includes adding or removing questions within a test. SCORM assets may be affected. See Changing a SCORM Package below for more details. 
Certifications that point to a specific SCORM Section (SCO file) are broken when you direct your asset to a new SCORM package. If the SCORM has only one SCO file and a grade or other completion component, then you can direct the certification to the asset alone and not worry about creating a new certification each time you update the SCORM package. 
Overwriting a SCORM package by uploading it with the exact same name as the original will not require you to update associated certifications.
You will affect individuals currently in progress. Overwriting essentially replaces the original file, so this process is not best practice if you intend to keep earlier versions of the SCORM packages.

Certification Sets

callout-successThis feature is available to Site Managers depending on system configuration.

 

Site Managers can bundle a group of certifications into a set. A certification set is earned once all of the required certifications in the set are completed. Certification sets are printable just like certifications.  A certification set also shows an individual's progress towards completion. An individual can expand a certification set to see the certifications that are required to complete the set as well as the completion status of each certification.

The Earned Date of a certification set is the date the individual earned the last certification requirement in the set. The Expiry Date is the earliest date that any one of the required certifications in the set expires. If there are no expiries on the required certifications, then there an expirty date is not shown for the certification set.

certification-set-page

Create a Certification Set

Follow the steps in Create a Bundle.

Certification Set Reports

There are two reports dedicated to certification sets. 

Update Certification Printout

Site Managers can edit how the certificate looks, even after it has been earned.

certification-printout-a

  1. Log in with a Site Manager account.
  2. Select Certifications under Library in the main navigation menu.
    certification-printout-b
  3. Select Printout next to the applicable certification. In detailed view, this is a button; in list view, it is an icon.
    certification-printout-c
    certification-printout-d
  4. Select the Text Variables tab. Copy the bracketed text and paste it into the printout content editor. After you create a new certification, you will want to ensure that it contains the necessary automatically populated fields. The text variables tab includes all of the dynamic content placeholders that you can use to auto-populate information on the certifications, such as the learners first and last name or the name of the certification.
    certification-printout-text-variablesThere are two types of dynamic placeholders for dates: [[ CertificationIssueDate ]] and [[ CertificationIssueDateFormatted ]]. The issue date has the date and time. The formatted date shows the words and no time.
    certification-printout-e
  5. Make desired changes using the content editor, such as inserting images from the media library or replacing the default template.
  6. Select Save.
  7. Press OK when prompted.

Mail Certifications

Some systems are configured to send a physical copy of a certification to an individual. Certification Sent is the date that the certification was physically sent to an individual.

  1. Log in with a Site Manager account.
  2. Select Accounts under Users in the main navigation menu.
    user-account
  3. Select an account name to open the individual's profile.
  4. Select Certifications from the Sections menu on the right. If you can't see the menu, show the Tool Panel.certification-manually-issued-1
  5. Optionally update the Certification Mailing Address at the bottom of the page. The address is automatically populated from the address information on the indvdual's profile if, but can also be edited by the Site Manager here. certification-mailing-address

Automatic Training Record upon Certification

callout-successThis feature is available to Site Managers depending on configuration of the Supplemental Training feature.

This optional feature can be applied when you create a new certification. It will automatically create an internal supplemental training record associated to a user when they earn a certification. The training record will include an attachment PDF copy of the certification. PDF certifications created in this manner are accessible in the following locations where enabled for your system: Transcripts, My Progress, Certifications pages, and the Supplemental Training screen. 

Other methods of creating certifications also support automatic training records. The certifications must have Create Training Record enabled.

  • Manually setting a certification earned date from a user’s profile. See Expire an Individual's Certification for details.  The system will inform that a new training record has been created. 
  • Check Eligible Users tool. See Check Eligible Users for details.
  • Using the import utility to upload existing certifications to users. When training records are created with the import utility, the users’ certifications are not affected; a new certification is not granted upon manual creation, a copy is recorded. 

The main certification page displays information about training records where applicable.

  1. Navigate to certifications.
  2. Create a certification or edit an exisiting certification.
  3. Enter an abbreviation into the Abbreviation field using a maximum of 10 characters. The training record will not be created without an abbreviation but can be edited at any point after creation. The abbreviation automatically forms part of the attachment name, following this pattern: firstName_lastName_Abbrev_Date&TimeStamp.pdf. certification-supplemental-training-1
  4. Toggle Automatically Create Training Record to Enable after creating the certifcation rules.certification-supplemental-training-2

The main certification page displays information about training records where applicable. Disabling will not impact the the user's earned certification, existing training records, or previously generated pdf certification attachments.

  1. Navigate to Certifications.
  2. If in List View,  use the drop down menu to select Disabled under Automatically Create a Training Record.
  3. If in Detailed View select Edit, change Create Record of training to Disabled, and then Save.

Training Records

  1. Deleting a training record will remove associated training record attachments.
  2. Deleting, disabling, or editing a training record will not impact associated earned certifications will not impact associated earned certification information for a user.

Certifications

  • Deleting or disabling a certification will not impact associated training records.
  • Deleting or disabling a certification will not impact associated training record attachments.
  • Deleting or disabling a certification will not impact records in supplemental training reports.
  • Deleting or expiring a certification from a user's profile will not impact associated training records.
  • Deleting or expiring a certification from a user's profile will not impact associated training record attachments.
  • Deleting or expiring a certification from a user's profile will not impact records in supplemental training reports.

Products

  • The system prevents deletion of products associated with a certification based on the certification training record rules.