How to Create Bulk Certificates
Overview
Issuing Certificates can be a tedious process especially if you are sending to multiple students. The Student Management System allows you to save time in sending certificates through different methods. One of which is the Bulk Certificate creation.
In this tutorial, we will walk you through how to create and issue Certificates/SOA/Unaccredited Certificates to multiple students using the Bulk Certificate function in the Student Management System. This function will run a check for all students that have completed their courses, and the system will create Certificates for these students which the administrator can either email directly to students or download for printing.
IMPORTANT
Before proceeding with the tutorial, you have to take note of the conditions for each document to be created:
- Certificate
- Enrolment Status is Completed
- Related Program settings where Qualification OR Accredited Course is toggled ON AND is Nationally Recognised Training.
- Unaccredited Certificate
- Enrolment Status is Completed.
- Related Program is set to Non-Accredited Course.
- Statement of Attainment
- Completed at least 1 Student Unit.
- Enrolment Status is Completed.
- Related Program settings where Qualification OR Accredited Course is toggled OFF but is Nationally Recognised Training.
Step Tutorial
1. Go to Reports > Certificate > Click on the Create Bulk Certificates
2. Select the Type you want to bulk create. For this tutorial, we will choose Certificate. Then select the specific Program, Program Instance, and/or Group to help narrow down the results. And then click Run.
Let us do a demonstration. We will search for all students who completed the BSB40120 program.
3. Select the students you want to include in the bulk certificate creation. Otherwise, you can also tick the box on top to select all. Then click Bulk Creation.
NOTE:
There are two (2) ways to Create Bulk Certificates:
- Download - Selecting download will download a PDF copy of the certificates into your local device which you can print and provide to your students.
- Email - If you choose to email, another window will open for you to create your email template.
For this demo, select Email. Then click Submit.
4. Send Student Email window will appear. You can choose to create your email from scratch or use one of the available templates from the Custom Templates.
Once you've created your email and ready to send the Certificates, click Send Email.
A pop-up notification will appear. Tick OK to close it.
You've successfully created bulk certificates!
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au.
Related Articles
How to Bulk Update Enrolments
Overview In this tutorial, we will demonstrate how to perform bulk updates on student enrolments. This comprehensive walkthrough includes detailed steps on how to update or change the values initially set in the enrolment fields of your student ...How to Bulk Copy Groups and Schedules
OVERVIEW This tutorial will show users how to create multiple groups and plot schedules through an existing group in the SMS. This feature significantly improves operational efficiency as it allows you to recreate a group and any plotted schedules ...How to Bulk Import Companies in the SMS
Overview In this tutorial, we will show users how to import companies in bulk. With this feature, you can add multiple Companies into the system quickly and efficiently, eliminating the need to manually create Companies individually. NOTE: This ...How to Send Bulk Email
Overview This tutorial will guide you through the steps to send bulk emails to students using your student management system. Sending emails in bulk allows you to efficiently communicate important information, updates, or reminders to large groups of ...How to Import Bulk Students
OVERVIEW Bulk Import allows your administrators to efficiently import multiple students into the Student Management System. Importing students allows you to add the student in the SMS ready for enrolment at a later date. This feature is a great way ...