Group Courses together with Certifications and assign them with ease!
You can also check out our tutorial video to learn how to create your Certification!
Head to /admin and:
SELECT "Automate" in the main menu
SELECT "Certifications" in the submenu
SELECT the blue circle (upper right) with the "+" sign
From here, it's time to create your Certification!
Set Your Certification Details
Set Your Certification Details
Name
appears in learner's profile page once assigned
should summarize the Courses you plan to include (e.g.: "Sales 101" for all sales-related Courses; "Financial Advisor - Beginner" for first FA Courses)
Description
more details on what the Certification entails
Make this certification invisible
when enabled, learners can be assigned Certifications that they won't see or be aware of
can be used by administrators to "invisibly" collect data and/or track learners' progress in their curriculum
This is a dynamic certification
when enabled, changes the type of Certification to a Dynamic Certification
this type only needs to specify a countdown limit, course requirements, and minimum grade
SELECT "Next"
-or-
SELECT "Step 2 - Timing and Renewal" (right-hand panel)
Timing
Timing
What needs to be filled in depends on whether you're creating a regular Certification or a Dynamic one!
Regular Certification
Regular Certification
Effective From
specify a date the Certification officially "starts"
Due Date for Non-Recurring Certifications
specify a date the Certification must be completed by
Grace period (days)
if a Certification is issued after learners have already played included Steps and Courses, this will include any grade(s) achieved in those Steps/Courses up to "x" days before the Certification began
For example: Bob completes "Safety 101" Course. Five days later, a Certification is assigned to him that includes this Course. If there is a 0-day grace period, he'll have to complete it again for it to count toward his Certification. If a 5-day grace period is given, the best grade he achieved five days prior will count toward it.
Note: if you plan to include a grace period, decide on the timeframe before implementing your Certification! Once a Certification is enabled and learners are assigned to it, those learners will be exempt from future grace period changes
Renewal Required?
leave blank for a one-time completion requirement
"yes" means they will have to replay Courses and Steps periodically
Renewal Period
choose how often it must be renewed/redone (every month; every three months; every six months; every year)
Dynamic Certification
Dynamic Certification
Countdown Limit (days)
starts a time lasting the number of days specified once the Certification is assigned
Once you're ready:
SELECT "Next"
-or-
SELECT "Step 3 - Course Requirements" (right-hand panel)
Course Requirements
Course Requirements
These apply to all Certification types.
Search and add requisite courses
add Courses to the Certification here
Course Requirements
all Courses currently included will be listed here
remove the ones you don't want anymore
Minimum Passing Grade
choose a percentage grade learners must achieve in each Course's graded Steps to complete Certification
SELECT "Next"
-or-
SELECT "Step 4 - Enrolment Requirements" (right-hand panel)
Enrollment Requirements
Enrollment Requirements
This only applies to regular Certifications.
Learners can be added to a Certification via their Group, as an individual, or both!
Search and Add Targeted Groups
Search and Add Targeted Groups
To have the Certification available for any learner to trigger, or to solely add learners via their profile card, leave this field empty! If you instead wish to immediately assign the Certification (along with all Courses included in the Certification) to specific Group(s):
add Groups to the Certification here
Groups Requiring This Certification
all Groups currently assigned this Certification will be listed here
to remove Groups from the list, SELECT the "-" sign beside their names
Individual User Enrollment
Individual User Enrollment
Learners can be individually enrolled in a Certification via their Profile Card. To do so:
FINISH creating the Certification
FIND AND EDIT the learner through the "Learners, Enrollment" page
OPEN "Certifications Enrollment" page
FIND Certification in the list (under "Certifications added individually")
ADD Certification by selecting the "+" sign beside it
SAVE the learner's profile card
Bonus Tips!
at least one Course with one graded Step must be included
individual learners can be enrolled through their profile cards
Course must be published for it to be included (no trigger Courses)
Groups must be part of all included Courses to be selectable (e.g. if you want "Group A" to be assigned the Certification and there are 4 Courses, "Group A" must already be assigned to all 4 Courses)
ensure the Certification is published — no one will see it if it isn't!
Certification will immediately appear in learners' profile panel once it's published/assigned
deleting/retiring a Certification won't remove it from a learner's profile if they've completed it