How to Set Certificate Templates at the Program Instance Level

Overview

In this tutorial, we'll discuss how we can set up Certificates, Certificate Re-issues, and Statements of Attainment at the Program Instance level. This is particularly relevant for program instances that use different certificate templates.

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. This template must be different from the default templates.

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.

NOTE: Repeat this process for the other two.

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.
   

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

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