Certificates (Professional only)

 

In the ‘Operations’ column of the [Templates] tab, you can:

 

• - Preview the certificate (PDF).
• - Edit the certificate
• - Delete the certificate

 

 

Please note that you will NOT be able to edit or delete any certificates created outside your organisation (e.g. by Ideagen).

 

 

In the [Users] tab, you can see a list of all users who have been awarded the certificate:

 

 

In the Operations, you can:

 

• - Preview the user's certificate (PDF).
• - Change the certification data
• - Revoke the user's certificate
• - Delete the user's certificate

 

 

Any certificates you create will be available to your branch (and sub-branches) only and are provided as a downloadable PDF file. Please note that Ideagen does not provide physical certificates.

 

To add a new certificate, click the Certificates icon on the dashboard and click [Add Template].

 

 

• Name: This field is mandatory
• XML content: This is the definition of how the certificate should be presented (as a PDF). Default content can be viewed and edited here, and a description of the fields used is provided at the bottom of the screen. You have the option to customize the presentation and the information shown in the certificate by placing simple pre-defined tags like <course>, <grade> and <completion_date> (see customising a certificate)
• Show advanced settings:
  • Image ratio: Leave this as 1.25 for an A4 size certificate.

 

Once you have completed the fields, click [Add].

 

To assign the new certificate template to a course or curricula, see Adding a course and Adding a curriculum.

 

When a certificate template has been assigned to a course or curriculum, the learner will receive a notification message upon completing the course/curriculum:

 

 

 

When creating or editing a certificate template, you can use the XML content field to customize the design of the certificate.

 

The default XML content can be seen when adding or editing a certificate template. The certificate elements and their properties are described below.

 

 

Header elements (not displayed on the certificate):

• creator: Used to populate the creator for the PDF document header
• author: Used to populate the author for the PDF document header
• subject: Used to populate the subject for the PDF document header
• keywords: Used to populate the list of keywords for the PDF document header

 

Note: The information for these elements are not displayed on the certificate.

 

Properties:

 

name	The value that will appear in the PDF document header.
Example: <creator name=”Ideagen”></creator>

 

Text elements:

• organization: Used to display the organization name
• student: Used to display the full name of the learner
• course: Used to display the name of the course
• grade: Used to display the overall grade of the course
• date: Used to display the date the certificate was issued
• serial: Used to display the serial number of the certificate
• description: Used to display the description of the course
• ceus: Used to display the continuous education units (CEUs) of the course
• trainer: Used to display the name of trainer(s) of the course
• expire: Used to display the expiration date of the certificate
• print_date: Used to display the date the certificate was printed

 

Properties:

 

text	Text to appear on the certificate (applies only to the organization element).
font	Name of the font to use.
weight	The font weight. Possible values: bold, italic, bold|italic. For normal font, leave the value empty.
size	Size of the font to use.
color	Hex value for text colour (e.g.: #000000 is black).
x	X coordinate.
y	Y coordinate.
align	The text alignment. Possible values: center, left, right.
Example: <organization text=”Ideagen” font=”Freeserif” weight=”bold” size=”60” color=”#000000” x=”120” y=”12” align=”left”></organization>

 

Logo:

• logo: Used to display a logo image on the certificate. By default, the logo you have applied in your system settings is used. If you have not changed the logo, the default Ideagen Academy logo is used instead.

 

Properties:

 

file	Name of the image file to use (leave this set to “default”).
x	X coordinate.
y	Y coordinate.
Example: <logo file=”default” x=”14” y=”14”></logo>

 

Orientation element:

• orientation: Used to define the page orientation

 

Properties:

 

name	The page orientation. Possible values: landscape, portrait.
Example: <orientation name=”landscape”></orientation>

 

Label elements:

• labels: A label is a line of text that will appear on the certificate. A label element must appear within the labels section and you can add any number of labels

 

Properties:

 

text	Text to appear on the certificate.
font	Name of the font to use.
weight	The font weight. Possible values: bold, italic, bold|italic. For normal font, leave the value empty.
size	Size of the font to use.
color	Hex value for text colour (e.g.: #000000 is black).
x	X coordinate.
y	Y coordinate.
Example: <label text=”This certificate is awarded to:” font=”Freeserif” weight=” ” size=”18” color=”#000000” x=”95” y=”120”></label>

 

Line elements:

• lines: A line is a graphical line that is drawn on the certificate. A line element must appear within the lines section and you can add any number of lines.

 

Properties:

 

x1	Starting X coordinate.
x2	Ending X coordinate.
y1	Starting Y coordinate.
y2	Ending Y coordinate.
color	Hex value for text colour (e.g.: #000000 is black).
thickness	The line thickness (e.g.: Thin: .25, Thick: 2).
note	A note for user reference (does not appear on the certificate).
Example: <line x1=”5” y1="204" x2="292" y2="204" color="#000000" thickness="2" note="Bottom Thick"></line>

 

If you have any specific certificate requirements not covered in this guide, please contact Ideagen.