Certificate Enhancements

Refined Training (RT) has added several options to the basic functions of the certificate plugin. Here you will find a listing of our customizations.

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Option to use the certificate name instead of the course name as the name of the certificate

By default, Refined Training pulls the name of the course as the name of the certificate, even when the certificate activity has been given a different name.
Administrators can change this setting for their custom certificate types to pull the name of the certificate instead of the course name at the system level or for an individual certificate.

To change this at the system level, which will apply to all certificates created after the change, go to Site administration>>> Plugins >>> Activity modules >>> Certificate

To change this for an individual certificate go to the certificate activity, select Edit >>> Edit settings.  On the certificate settings page locate and expand "Text Options" and change the "Display Name" to "Certificate Title".  Save changes.

Note: This setting is configured to work with custom certificate types.

Ability to have a certificate name spanning up to three lines of text

Clients can have three separate lines of text as the title of the certificate. For example:

Each of these lines is separated by a hard return. If the site is set to display the certificate name instead of the course name, the result is three centered lines as the title showing on the certificate:

A custom certificate may be required to display the title correctly. Speak to your account representative if you wish to use this option.

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Auto-enrol option

This option when enabled for a certificate, automatically enrols a student who has achieved the certificate into a subsequent course. This is great when sequence of courses is important.

To enable, go to Administration>>> Site administration>>> Plugins >>> Certificate:

On the certificate settings page, find the Auto Enrol Option setting and click on the checkbox to enable it:

When this is enabled, you see the option in certificate settings. Use the drop-down menu to specify which Course to enrol the user in to and for how long the enrol is valid:

Duration can be set to Unlimited, that is, the student can access the specified course at any time. After a limited duration the student will not be able to access the course.

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Certificate duration expiry option with ability to send a reminder

Please see article on Certificate Expiry.

Re-certification option, including scheduling re-certification reminders

See article on User Certificate Expiry/Re-certification.

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Option to delete course grades automatically for re-certification

See articles on Certificate Expiry and User Certificate Expiry/Re-certification.

Ability to display different certificate backgrounds to users with different roles, including a default background

See article on Certificate Backgrounds, based on user roles.

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Ability to issue or revoke certificates via the Course Completion Assignment tool

See article on Course Completion Assignment.

Ability to automatically email out a certificate at the completion of an activity, including Connect Activities such as meetings and Sign-In Reconciliation.

See the articles on Connect Activities and Sign-In Reconciliation.

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Flexible Certificate/Completion Report

See Flexible Certificates/Completion Report section of Course Completion Assignment Tool. In addition to filtering for completed courses, you can filter for certificates by name of certificate, by course and by user or groups of users, such as all users in a particular course.

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Auto-issue upon completion 

Certificates now offer a new option called Auto-issue upon completion found inside the Issue Options section of course certificate settings.  When selected, this new option issues a certificate when users meet the critieria for obtaining a certificate, if they have not already acquired it. 

Administrative set up

1. Enabling Auto-issue upon completion for the site

Before you can use this feature, you must enable it for the site.  Go to Administration>>> Site administration>>> Plugins>>> Activity modules>>> Certificate:

In the page displaying certificate options for the site, there are two settings to be aware of.  First, you must enable Auto-issue upon completion:

Second, select the role that will receive Auto-issued certificates.  The default role is Student, which ensures that Teachers, Limited Admins and users who do not have the Student role in the course do not receive certificates for courses they are teaching or testing.

Click on Save changes before navigating away from the page.  Now certificates can be set up to Auto-issue certificates.

2. Scheduling the Auto-issue task

The default time that the Auto-issue task runs each day is 2:00 a.m.  This is when the system will automatically generate certificates for users who have met the criteria to earn a certificate, where the certificate was not already issued.

If you would like to schedule the Auto-issue at a different time or more frequently, simply request that your Account Representative schedule this task for you. 

3. Setting up the certificate in the course

Create the certificate as usual.  In the Issue Options section of the certificate creation screen, enable Auto-issue upon completion for the certificate:

You will not be able to save the certificate unless you set one or more restrictions in the Restrict access section of the certificate creation screen:

In the example above, users must receive a grade in a Moodle quiz after a certain date and they must meet the Activity completion conditions set inside the Moodle quiz:

Usually Activity completion requires users to meet certain conditions, either Student must view this activity to complete it or Student must receive a grade to complete this activity or both.

If you forget to set access restrictions, you will see an error message when you attempt to save the certificate:

Certificates set with the Auto-issue upon completion feature will be delivered using the method selected in the Delivery drop down. 

When certificates are set to deliver via email, the first run of the Auto-issue task will deliver all previously un-issued certificates to users. In addition, managers who are set to be notified when one of the users they are managing receives a certificate will also receive this notification upon auto-issuance of certificates.

4. Using Groupings with Auto-issue upon completion

Multiple certificates with Auto-issue upon completion can be set inside a course, all linked to the same or different activities.  Only those users in the specified groupings will be issued a certificate when the Auto-issue task runs overnight. 

First you must set up groupings in the course.  See the article on groupings for how to do this. Then, in the certificate set-up, select which grouping will receive the certificate:

Click on Save changes and return to course.  Add more certificates as needed, restricted to the other groupings.

Even if all users access the same activity, they will be emailed their grouping-specific certificate when the Auto-issue feature runs overnight unless they have already accessed them inside the course. 

5. Reporting

All certificates issued by Auto-issue upon completion appear in the Flexible Certificates/Completion report when filtered for by short name of the course. 

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