Skillset Certificates

A customized certificate allows you have to produce a formal certificate of training completion during a regulatory compliance audit.

Below are the guidelines for Skillset Certificates

• The permission needed to create, manage or delete a certificate is LMS admin at the company or division level.
• You can create a customized certificate and attach it to one or more skillsets. This allows you to print a certificate for a learner when that learner receives credit for all training items that are components of the skillset.
• The certificate lists all training item components, their objectives, score, result, hours credited and date completed.
• You can also choose to display name and address of the company or company location (division), description and location of training material, and name of trainer.

Below is the workflow for certificates

1. The administrator finds or creates a skillset that includes all training item components necessary for certification and assigns the skillset to the learners.
2. The administrator creates a certificate for the skillset.
3. The learners complete all training items that are components of the skillset.
4. The administrator runs the skillset certificate report to view and print the certificate.

How to Create Skillset Certificates

1. Select Settings > Certificates 
2. Select New.
3. Enter the Title and Description.
4. If you are at company level, select a Division for the certificate from the drop down list.
5. If you would like other divisions to be able to use this certificate, check the Share with Other Divisions box.
6. Select Save.

How to Attach Certificate to a Skillset

1. Select Settings > Certificates
2. Select the Skillsets tab.
3. Enter the optional fields, Description of Training Material and Location of Training Material.
   1. These items will appear on the certificate when it is printed, if you enter them here.
4. Enter the first few characters of the trainer's last name, click the "..", and select the Trainer from the list.
5. Enter the search criteria for the skillset, using % sign as a wildcard if necessary, and select Search.
6. Check the skillset you want to attach.
7. If you want to print the company (for company level skillsets) or division (for division level skillsets) address on the certificate, click the Company or Division Address box.
8. Select Save.
9. Select Preview, if needed.

How to Print a Skillset Certificate

You can print a skillset certificate or check the progress of learners on a certificate using the Skillset Certificate report. The report compares a learner's training history against the training items that make up the skillset.

1. Select Reports > Curriculum
2. Select the Skillset Certificate report.
3. Enter the search criteria for the people, using % sign as a wildcard if necessary, and select Search.
4. Enter the search criteria for the skillset, using % sign as a wildcard if necessary, and select Search.
5. Select the skillset for which you want to print the certificate.
6. Select Display Details if you want to see the learner status for each training item in the skillset for the selected learners. Select Display Summary Lines otherwise.
7. Select Run Report.
8. Select Print Certificate or Learner Name as applicable.
9. Select Print.