course level or on learning object level, for example for events or knowledge tests. If a user succesfully completes a course or a learning object with a linked certificate, thus the user gets a certification. If the certification expires, the user gets a reminder as e-mail x months before expiration.Certificates are used as on
A certificate confirms the participant the successful participation on a training. The certificate is usually at the end of a learning path and is issued by the successfull procedure of a knowledge test. Its validation can be limited. Via a certificate template you can create for each user individually a certificate and you can print it. Furthermore you can give number ranges. Via the report functions you receive information about the acquired certificates. For re-issuing certificates you need the required access right.
You can substitute in future flexible parts of text from the template or you can leave it empty via the PDF form fields. You can place for example an empty PDF form field in your PDF form at an appropriate place for filling this field in the Certificate wizard with a variable or with a freely defined text. Also you can initialize your PDF form fields with an example text. This one you can keep in the Certificate wizard or you can substitute it by an individual text or you can remove it.
In the overview (Resources → Certificates) you see all already created certificates of the selected client, listed for title, provider, owner, creation date and change date. On the left side you can restrict the overview via filter to title and language.
There are the mass processing functions Copy, Move, Delete, Change owner, Replace and deactivate and Export for certificates. More information about these functions you find under Certificates: Mass processing functions.
The following functions are available via the context menu of the appropriate certificate title.
Enter first the title of the certificate.
For the display of a certificate a template in SVG format (Scalable Vector Graphics) or a template in PDF format is needed. You get the SVG file format, if you create a document via OpenOffice Draw. You get the PDF file format via Open Office (see FAQ). To upload a SVG or PDF file, click in the Certificate wizard on the tab Certificate template on the button Select.
Specify the main language of the certificate. If the certificate is supposed to be accessible in multiple languages, it must be translated in the translation area.
Select a date, if the certificate has an appropriate validity.
Select a date, if the certificate has an appropriate validity.
Enter a version description, if the certificate has a version.
Enter if applicable some notes for the certificate.
Select either Valid indefinitely or Days. If you have selected Days, enter the number of days after issueing of the certification to the user.
Specify how many days prior to certificate expiration you want a note to be displayed (under Successes on the learning path). This value is also taken into account for participant rules that register users whose certification is set to expire soon.
Activate this toggle, if this certificate can be manually issued by team leaders and can be selected in the client as a certificate template for manually generated training inventory entries.
Select the time:
- Expiration or
- Time issued.
The notification will be sent to the selected recipients, when the certificate has been created.
Define, how many days and select, if before or after expiration (of validity of certification) this reminder should be sent. Set a check mark, if the certificate owner (author), the certified user, the superior, the training coach or/and users (select user) or/and external contact (select contact) should receive the reminder.
In the column Notification you select Use client setting or Individual notification. Then the source path of the Individual notification will be shown. Further information about creating an Individual notification you find here.
If necessary you can remove the added notification via the button Remove.
Record the provider of the certificate.
Enter an external reference. Note that certificates are reconciled using the external reference.
To assign a consecutive serial number for the certification, click on the button Select number range. This number can be issued with the variable “serialnumber” in the certification PDF.
If the certificate should no longer supposed to be used for new courses, deactivate this toggle.
If the certificate should be shown in the selection for courses and learning objects by standard, activate this toggle.
Expiration date of the certificate
Select either No expiration date or Date and enter a date, from which the status of this certificate is automatically changed to inactive.
Relevant to partner status
If the certificate should be relevant to the contents of a partner status, activate this toggle.
HR personnel file
If you wish to send the certificate to the HR personnel file, activate this toggle.
Select a PDF or an SVG medium you wish to use for the presentation of this certificate.Therefore click on the button Select, select the appropriate medium and confirm your selection. If applicable you can remove the selection via the button Remove.
In the view of the SVG medium you get an overview of all used variables in the selected certificate. To get a preview of the certificate in the appropriate language, click on Preview. Unknown Latin special characters (for example) in the text fields of PDF certificates are considered.
The following Avendoo® variables you can use for the individual design:
|address||Inserts the address of the owner of the certificate.|
|BulletPointCourseTarget||Inserts a bullet point list of the text of the course goal (see tab “Parameters” in the Course wizard) on the PDF form.|
The first course goal is set off with a dash. For a further course goal you set a paragrah and set off a new course goal with another dash.
There are bullet points as many you want, but the limitation is given by the height of the form field.
|certificatetitle||Inserts the title of the certificate.|
|city||Inserts the city of the owner of the certificate.|
|company||Inserts the company of the owner of the certificate.|
|country||Inserts the country of the owner of the certificate.|
|courseobjectduration||Inserts the expected processing time of the learning object (setting on the learning path).|
|courseobjectlist||Inserts the course contents (see paragraph “Certificate content list”).|
Note that, the check mark for the Certificate content list is set for every learning content in the course.
|coursetitle||Title of the course activation, in which the certification is created.|
|enddate||Date, on which the certification ends.|
|eventlocation*||Inserts the location of the event date.|
|eventprice||Inserts the price of the event date.|
|field10||Inserts a defined field of the certified user.|
|field11||Inserts a defined field of the certified user.|
|field12||Inserts a defined field of the certified user.|
|field13||Inserts a defined field of the certified user.|
|field14||Inserts a defined field of the certified user.|
|grade||Inserts the grade of the participant.|
|IddTime||Inserts the IDD time in hours.|
|idddecimaltime||Inserts the IDD learning time as decimal number.|
|iddtimeminutes||Inserts the IDD learning time in minutes.|
|name||First and last name of the owner of the certificate|
|oe||Inserts the organizational unit of the owner of the certificate.|
|participantlocation||Inserts the location of the owner of the certificate.|
|personnelnumber||Inserts the personnel number of the certified user.|
|points||Inserts the achieved points.|
|referentsecondtitle||Inserts the second title of the speaker.|
|referenttitle||Inserts the title of the speaker.|
|secondtitle||Additional title, for example Dr. or Prof.|
|seminarcoach*||Speaker of the event, for which the certificate was given.|
|seminarend*||End date and time of the event, for which the certificate was given.|
|seminarenddate*||End date of the event, for which the certificate was given.|
|seminarstart*||Starting date and time of the event, for which the certificate was given.|
|seminarstartdate*||Starting date of the event, for which the certificate was given.|
|serialnumber||Adds a serial number from the appropriate number range of the resource.|
|startdate||Date, on which the certification is valid. This is when the certification is issued/achieved, but there is one exception: If the certificate is connected with an event on the learning path, then the “startdate” will be used at the end of that event date group, at which the successful participation is confirmed lately. This ensures that not the duration of validity is needlessly extended on a later done recording attendance. Thus the validity starts (=startdate) by the end of the event date (this means event has been attended), independent from the time of recording attendance.|
|title||Title of the owner of the certificate|
|UserFirstname||First name of the user|
|UserLastname||Last name of the user|
|UserUsername||User name of the user|
|zipcode||Inserts the zip code of the owner of the certificate.|
* = These variables are only available, if the certificate is assigned to an event.
A variable for inserting the date, on which the certification was issued, is:
To center the variable content at the certificate, you can add the following behind the name of the variable:
[avendoo:var name=startdate center]
There are the fonts “Arial” and “Arial Black” for the variables available. Instead of “Bold” use the font “Arial Black”.
|Direct certificate||Indirect certificate|
|The certificate is directly issued to the user, when a training is successfully completed.||These certificates cannot be achieved directly by the users. They serve for controlling limits in fact or are achieved by combination of multiple direct certifications.|
Type of certificate
Select if it should be a direct or an indirect certificate.
Personal dependencies (only visible on direct certificates)
- Within a line the certificates are linked with “Or” (10 dependencies are possible)
- The certificates are link with “And” across lines (15 dependencies are possible)
If you have certificates which depend on the respective person you can enter at the end of line a number, how many certificates of this line have to be achieved to get a certificate.
- Create certificate that depends on the respective person
If you have certificates which depend on the respective person a person has to fulfill all dependencies to get the certificate.
- Create certificate that does not depend on the respective person (certificate isn’t assigned to a certain person)
If you have certificates which don’t depend on the respective person these certificates are not assigned to an user, but they are created in the system, when the dependencies are fulfilled by single or multiple users.
Example for certification that does not depend on the respective person
To get a special status at a supplier of software, for example Premium Partner, X persons of a company have to do certain trainings. If you use certificates which don’t depend on the respective person you can define that ten employees receive this certification and you as author or team leader get a notification that you whole team has achieved this status.
Via limits you can indicate minimum values for the number of certifications for a client.
The partner program of a motor manufacturer requires that reseller have to employ five certified service employees. Via the limits there are notifications sent automatically to defined recipients (see parameters).
Minimum value of certified users of a client, for example 5.
- Minimum manufacturer
Minimum value of certified users of a client
Threshold for sending notices, for example 5.
- Warning manufacturer
Threshold for sending notices
If you enter the limits for the appropriate certificate, you can make the minimum values of certified users of a client visible and you can define limits for sending reminders.
If you don’t enter limits for the appropriate certificate, there will be no limits regarding the number of certified users of a client and regarding sending reminders.
At the end of the Certificate wizard the certificate is saved. Now you can use it for the learning path.
You can make certificates available as author for the learners. Further information you find under Learning content → Courses → Parameters → Certifications.
If you want to print certificates as author for your learners, you can open these via PDF link in a report and print them. Further information you find under Reporting → Resources → Certificates.