Certificate Block Enhancements

Refined Training has modified the certificate plugin for Moodle to offer additional features.

Contents

  1. Option to use the certificate name instead of the course name as the name of the certificate
  2. Re-certification option by users from their My Certificate list
  3. Certificate expiry by administrators from site Certificate list
  4. Ability of administrator and users to see Expired Certificates
  5. Ability to add External Documents (My Documents) to the user’s list of My Certificates
  6. Ability of Managers and Team Leaders to see their employees certificates

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

By default, Moodle pulls the name of the course as the name of the certificate, even if the certificate has been given a different name. RT customizations allow you to use the certificate name instead. This site-wide setting is turned on by the developers upon request.

Re-certification option by user from their My Certificate list

See article on User Certificate Expiry/Re-certification.

Certificate expiry by Administrators from site Certificate list

See Expiration of Certificates by Administrators in User Certificate Expiry/Re-certification article.

Ability of Administrator and users to see Expired Certificates

See article on User Certificate Expiry/Re-certification.

Ability to add External Documents (My Documents) to the user’s list of My Certificates

See article on External Documents.

Ability of Managers and Team Leaders to see their employees’ certificates

A block related to the Certificate block is the Manager Reports block. Any user who has the RT designation of Manager (Team Leader on some sites) can see the certificates of the employees or team members assigned to them. When the Manager or Team Leader logs in, they can find the Manager Reports block on the Front Page of the LMS:

Sites vary as to which Manager reports have been enabled, but both the Team Certificates Report and the Flexible Team Report provide access to the certificates earned by the employees assigned to the Manager or Team Leader. Both reports can be displayed or downloaded as an Excel file.

Sample Team Certificate report:

Sample Flexible Team Report:

On the Manager Reports page are several filter settings for the report. Each filter is associated with a checkbox to either include (a checked box) or exclude (an unchecked box) that information on the report. The filter information includes:

  • First name
  • Surname
  • Completed (disabled by default).
  • Location
  • Last access
  • Email address
  • Display all certificates in report (disabled by default). When this filter is enabled, the report will display all achieved certificates for each user in separate rows. 

Clicking on the certificate link on the right, under links, allows the Manager to see their employee’s certificates:

From the list of the employee’s certificates, the Manager can expire any certificate that shows the re-certification icon. The certificate will show as EXPIRED under the Code column in the user’s list of My Certificates.

Whether the user will receive a re-certificate notice or whether the grades are deleted depends on how the various options have been set in the Expiry Options settings for the certificate:

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