Viewing Achieved Certificates
As part of the upgrade, users were automatically enrolled in the certificate programs for all courses they were assigned. In version 8, when a user passes a course the certificate is automatically granted.
There are two reports that are useful in viewing passed courses and achieved certificates for individual users.
- To view courses passed: Select the user and from the Reports tab and click Credits – By User
- To view achieved certificates: Select the user and from the Certificates tab click View Achieved Certificates
If you run a Certifications – By User report and do not see a user’s certificate listed, verify that the user is enrolled in the certificate program.
When entering new users into the system, best practice is to enroll the user in a certificate program – then they will automatically be assigned the corresponding course/event.
Granting Certificates for Performance Evaluations
Review your Certificate List to obtain the correct performance evaluation certificate number and enroll the user in the certificate program.
To grant and assign a date:
- Select Certificate Programs > Manage Certificate Programs and search for the desired certificate number.
- Select the certificate and from the Manage Users tab select completion management and search for the user.
- Check the user’s box, use the dropdown to change the status to complete, and enter the completion date.
NOTE: You will immediately be able to view the user’s certificate via the user > Certificates tab > View Achieved Certificates. It takes up to two hours for the certificate to display via the user > Reports tab > Certifications – By User.