Difference between revisions of "Certifications"

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(Initial draft adapted from transcript of video)
(First draft rewrite.)
 
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= Overview =
 
= Overview =
Using certifications, we can specify and track requirements for recurring programs. Certifications are earned for a period, and then need to be retaken or updated.
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Using certifications we can specify and track requirements for recurring [[Programs|Workplace Programs]]. Each certification is associated with a program, which must be completed to allow the user to become certified. Users can be certified for a given period of time, after which the certification can be retaken or updated.
  
 
{{MediaPlayer | url = https://youtu.be/izdACOdrfQo | desc = Moodle Workplace | Training | Certifications}}
 
{{MediaPlayer | url = https://youtu.be/izdACOdrfQo | desc = Moodle Workplace | Training | Certifications}}
  
 
= Accessing certifications =
 
= Accessing certifications =
From site administration -> learning certifications, we can check (among other things) which program the certification is related to and its expiry date.  
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To access the Certifications tool select the option from the Workplace launcher. The page is divided into two tabs: "Active" and "Archived", each of which list certifications depending on their current status.
  
 
= Create a new certification =  
 
= Create a new certification =  
Click + to create a new certification. Name it and select the program that this certification will be related to. Define start, due, and expiry dates. In this example, the certification will start as soon as the user is allocated to it and will finish two months after it began, and this certification will expire one year after its completion.
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To create a new certification press the "Add new certification" button, choose a name it and select the program that this certification will be related to. You can define start, due, and expiry dates for the certification. Each of the times can be set relative to another, for example a users start date could be considered to be immediately after their allocation date with a due date one month later, expiring after 12 months. When this form is complete, we can complete the rest of the certification setup.
  
= Schedule tab =  
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= Schedule =
From the schedule tab, we manage the period in which the users may be allocated to the program. So in this example, we set the certification to be available for user allocation after December the 31st, and then click Save Changes.  
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Under the certification "Schedule" tab, we can define the allocation times for it. The start and end date define the range in which a user may be allocated to the certification.
  
= User tab =  
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= Users =
From the users tab, we check the users who are allocated to this program and their statuses on both program and certification, and among other actions we can certify the user directly or revoke their certification.
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Users can be allocated to a certification from the "Users" tab by pressing the "Allocate users" button. This page lists all users who are currently allocated to the certification, along with their certification status plus their status in the associated program.
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It's possible to manually certify an allocated user regardless of their progress through the associated program by clicking on the "Certify user" button. Using the "Edit" button we can also modify the status of a certification and it's start/due/expiry dates on a per-user basis.
  
 
= Dynamic rules =
 
= Dynamic rules =
From the [[Dynamic rules]] tab we can configure rules. As with [[Programs]], certifications can be configured to award badges, certificates, and to perform other automated actions, for instance, allocating users on other certifications or programs. Certifications come with some predefined rules ready to be configured and once they're set we click on the toggle button to enable them.
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The [[Dynamic rules]] tab gives quick access to some rules which affect the certification and are created by default. These allow the site administrator to do things like sending a notification to the user when they're allocated to the certificate, issuing a certificate or a badge, allocating to another program/certification, or sending a reminder when the certification is overdue. Set actions for these predefined rules and click the toggle button to activate them.

Latest revision as of 15:17, 4 October 2019

workplacelogo.png This feature is part of Moodle Workplace, which is available through Moodle Partners.


Overview

Using certifications we can specify and track requirements for recurring Workplace Programs. Each certification is associated with a program, which must be completed to allow the user to become certified. Users can be certified for a given period of time, after which the certification can be retaken or updated.

Moodle Workplace

Accessing certifications

To access the Certifications tool select the option from the Workplace launcher. The page is divided into two tabs: "Active" and "Archived", each of which list certifications depending on their current status.

Create a new certification

To create a new certification press the "Add new certification" button, choose a name it and select the program that this certification will be related to. You can define start, due, and expiry dates for the certification. Each of the times can be set relative to another, for example a users start date could be considered to be immediately after their allocation date with a due date one month later, expiring after 12 months. When this form is complete, we can complete the rest of the certification setup.

Schedule

Under the certification "Schedule" tab, we can define the allocation times for it. The start and end date define the range in which a user may be allocated to the certification.

Users

Users can be allocated to a certification from the "Users" tab by pressing the "Allocate users" button. This page lists all users who are currently allocated to the certification, along with their certification status plus their status in the associated program.

It's possible to manually certify an allocated user regardless of their progress through the associated program by clicking on the "Certify user" button. Using the "Edit" button we can also modify the status of a certification and it's start/due/expiry dates on a per-user basis.

Dynamic rules

The Dynamic rules tab gives quick access to some rules which affect the certification and are created by default. These allow the site administrator to do things like sending a notification to the user when they're allocated to the certificate, issuing a certificate or a badge, allocating to another program/certification, or sending a reminder when the certification is overdue. Set actions for these predefined rules and click the toggle button to activate them.