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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.
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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.
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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.
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NOTE: Repeat this process for the other two.
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IMPORTANT:
- The Certificate Workflows should only be set up if you need to issue a different set of certificate templates for your program instance.
- 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.