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Issuing Certificates

How to issue and manage certificates/letter templates, which have been linked to learners

Clive avatar
Written by Clive
Updated over a week ago

In article we look at issuing the certificates which have previously been created.

** When we refer to learning programme in this article, this covers both qualifications and short courses. We also use the terms learner, which refers to student registered in the learning programme. **

Background on the feature:

The certificates page serves two purposes

  1. Linking a learner to an instance of the certificate, by creating the certificate, for that learner, against their learning programme. 

  2. Searching for existing certificates which have been issued, to view, print or delete

This feature also has a single constraint, once a certificate has been issued for a given learner's learning programme, another certificate cannot be issued against that learning programme, for that learner.
This means you can only issue a single certificate per learning programme for a given learner.

(Reports > Certificates)

Certificates can be found under the reports section of the system by selecting Reports on the main menu and then Certificates

No certificate templates available?:


Once you have navigated to certificates, if you receive the following message  "There are no certificate templates yet. Please head over to More > Settings > Certificate Templates to create one.", please use the previous article, Setting Up Certificates, to setup a template first and then return to this section.

Certificates Page Layout:


Search Certificates allows you to search for certificates which have been issued/created, by default the page will load and display a tip which lets you know that the filters on the left of the screen allow you to search for existing/created certificates.

Create Certificates allows you to choose a certificate template and create the certificate for a given learner. While following the steps you are able to search and select multiple learners and preview their certificates before you create them.

Steps involved in creating a certificate:

Step 1 - Select Create Certificate

  • Select the Create Certificates link at the top right of the screen

Step 2 - Select the certificate template you would like to create the certificate from

  • Select the certificate you would like to create/issue based on the templates you have save, from the drop down in the modal

Step 3 - Search for and add the students you would like to create this certificate for

  • Select Search Students to access the Search Modal

  • Use the appropriate search tab to find and add your learner/s, then select Next


Step 4
- Preview the certificate, before creating it


Step 5 - Create the certificate 

  • After  you create the certificate the certificates page will reload in the context of the created/issued certificates. You can now print or delete (if you need to re-issue it) the certificate

Video Demo on how to issue certificates:

This 6 minute video cover the process of creating a certificate against a learners learning programme.


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