How to Setup Certificate/SOA Template

How to Setup Certificate/SOA Template

How to Setup Certificate/SOA Template for Issuance

Idea
OVERVIEW

This guide shows how to select which certificate or statement of attainment (SOA) template the system will use when generating student documents. Setting the correct template ensures that each qualification or program displays the appropriate design, watermark, and logo in line with your RTO’s branding and compliance requirements.

Notes
Navigation Instruction:
How to set template for issuance:

1. In the SMS side menu, click on Administration.
2. Under that, click Templates.
3. Go to the Documents tab
4. Select the Template that you wish to use for issuance, then click on the kebab icon (3-dots) and select EDIT



 
5. Enable the 'Default' switch to blue.
6. Click Save.
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This will set the selected template as the default template when issuing Certificates. 

Important Note: remember to set it back to the original template if this is not the usual template that you use for issuance.



How to Set Certificate Templates at the Program Instance Level



Idea
Overview
In this tutorial, we'll walk through how to set up Certificates, Certificate Re-issues, and Statements of Attainment at the Program Instance level. This setup is especially useful for program instances that require different certificate templates. All templates configured here will be automatically issued to students once the conditions are met.
Alert
IMPORTANT: A document template, such as a Certificate, Statement of Attainment, or Certificate Re-issue, must be set up under Document Templates (Administration -> Templates -> Document Templates) before we can assign a template at the program instance level.

Notes
Step Tutorial
1. From the dashboard, go to Programs, then Program Instances.


2. Select the program instance we want to set a certificate to from the drop-down menu, go to Workflows, then go to Certificate.


3. We should be able to see the three certificates: Certificate, Certificate Re-issue, and Statement of Attainment. To assign a document template to each, click the pencil icon under the Action column.


4. A prompt will appear, requiring to select a Document Template. Do this by choosing from the dropdown menu. Once done, click the Save button.


Info
NOTE: Repeat this process for the other two.

Alert
IMPORTANT:
  1. The Certificate Workflows should only be set up if you need to issue a different set of certificate templates for your program instance.
  2. The system will automatically issue the default certificate templates in your Document Templates tab when the Certificate Workflows is empty.

That is how we can assign a template at the program instance level.

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 the contact support via email.

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