The second step to Certification is to create a new Badge and assign your Certificate (or parkin pass, drinks voucher and so on!) to it.
💡 You may already be familiar with creating a Badge, but if you're unsure or need a refresher, follow these steps before selecting the ‘Certificate’ tab.
How to add a Certificate to a Badge
Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Badges’.
Select the ‘Add’ button and enter a name for the Badge/Certificate.
Complete the Badge Settings.
Select the 'Certificate' tab.
Select a Folder, Document and Version to find the certificate you wish to use.
💡 A preview of the Certificate will display so you can be sure it is the correct one.
Certificate Settings
Enable Download
Tick this option if you would like the visitor to be able to download a copy of their certificate from their reader account.
Filename
Use this field to specify a name for the PDF file that is generated. This can be useful to help ensure the visitor knows what the file is in relation to, for example ‘H&S certificate’ or ‘Name Badge’.
Internal Email
Email Address
Complete this field if you would like an email address of your choice to receive a notification when a visitor is awarded a certificate. This can be useful if you need to keep track and audit the certificates being generated.
Custom Email Fields
Tick this box if you would like to enter a custom message for the email that is sent to the internal user. Placeholders can be added to pull through information from the certificate that is generated, for example, Full Name or Team.
User Email
Email to User
Select if you would like the visitor to receive an email notification containing a PDF of their certificate. This can be useful if they need to keep and save a copy or print it.
Custom Email Fields
Tick this box if you would like to enter a custom message for the email that is sent to the visitor . Placeholders can be added to pull through information from the certificate that is generated, for example, Full Name or Team. Doing this can make the email more personal to the visitor and include important detail that they may need.
Placeholders
Any placeholders that you have added to the Certificate will display here.
Do not complete the placeholder
A placeholder can be left empty which will allow the reader to fill it in before their certificate is generated, for example, their full name.
Complete the placeholder
If you have designed a generic certificate you can fill in a placeholder such as ‘course name' which will populate on the document. This can may be ideal for you if you don't have the resources to create several different certificates.
Next steps
Once you're happy with your Badge it can be assigned to the 'Result' of an Assessment.
Read more about how to add a Badge to a 'Result'.