Certificate Template Management

Overview:

MDS LMS system provides certificate(s) to learners based on the courses they participated and by different credit types. This feature allows administrative user to define certificate templates by credit types like ACCME, Nurse, IACET, CPE etc.

User can also manage this template in a Folder structure by creating folders and assigning templates to those folders.

Please note that “certificate type” and “certificate template types” key words are used interchangeably in this user guide.

The Certificate Types are defined under Setup -> Options Management option with Option Group, “Certificate Type”.

Certificate Template Type

Certificates are grouped under different certificate template types.

Certificate template types are defined under Setup -> Options Management with option group, ”Certificate Email Template Type”.

By default All is selected for Email template type. Select the Email Template Type from the drop down you want filter the Email templates listed in Email templates listing grid.

Show Default

Each certificate template is having setting to list as a default template while setting up the certificate templates for the course.

Select Show Default check box to list only certificate templates which are marked as default while setting up certificate template.

	Add New
	Click Add New button to add new certificate template.

Copy Certificate

Copy Certificate option provides ability to create a new certificate based on existing defined certificate.

Selecting Copy Certification option opens below interface.

	Map/Move Template(s)
	Map/Move Template(s) button on Email Template listing grid allows user to assign and display selected Template in the folder. User can also move Template from one folder to another folder. This button only be enabled if the user has selected at least one course from the listing grid.

	Create Folder
	Administrative user will be able to create folder by selecting this option.

	Certificate Listing Grid
	Certificate Listing grid list all defined certificates. It displays data like Certificate Template Name (Certificate), Certificate Template Type, whether or not the certificate is active(available to use for the course), Preview, Last Updated Date, Edit and Delete options.

Preview

Click Preview option to view how certificate looks like.

In preview certain data are shown enclosed with "[[" and "]]". For example, in screen shot below you can [[Contact]] and [[Degree]] and few others. These are tokens or placeholders which will be replaced with the actual values when certificate is generated to be sent to the learners.

Tokens are systems’ provided pre-defined placeholders which can be used in designing certificate templates.

	Edit
	Click Edit button to update certificate template.

	Delete
	Click Delete button to remove certificate template.