Setting Certificate Templates at the Program Instance Level

Setting Certificate Templates at the Program Instance Level

OVERVIEW

In this tutorial, we will show how users can set  Certificate , Certificate Re-issue , Unaccredited Certificate , and Statement of Attainment at the Program Instance level. This is relatively applicable to programs that have a different set of Certificate templates.

Navigation Instruction:

Follow us through our interactive tutorial below, or use the buttons on the left portion to change to scroll, slideshow or watch view.







A Document template e.g Certificate, Statement of Attainment and Certificate Re-issue must be set-up under Document Templates prior to setting a template at a program instance level. This template MUST be different from your Default templates. You may contact our Support team at support@eskilled.com.au and request to upload your Certificate templates in the SMS.

1. From Programs, go to Program Instances.
2. Select the specific program instance from the drop-down menu. 
3. Navigate through Workflows. 
4. Go to Certificate.
5. Click New.

Refer to the image below for Steps 1-5


6.  Select the Report Type. The different Report types are as follows: Certificate, Certificate re-issue, Statement of Attainment and Unaccredited Certificate.
7. Select the corresponding Document Template. These are templates that you have in the Document Templates tab other than your default templates.
8. Click Save to successfully add this Certificate Workflows in your program instance.

Refer to the image below for Steps 6-8


IMPORTANT
  1. The Certificate Workflows must 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.

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