Certifications
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.
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.
Certification
Under the "Certification" tab, we can modify the associated program, certification dates (Start date, Due date and Expiry date) and 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.
Recertification
It is possible to set up the workflow for user recertification after the initial (previous) certification expires. Under the "recertification" tab we can enable recertification and choose if we want to use the same initial program set in the certification or a different one just for the recertification. In this tab we can set four different dates:
- Start date for the recertification process that will be relative to previous certification expiry date.
- Due date will be always the previous certification expiry date.
- Grace period is the extra amount of time we give the user after expiry date has been reached to finish the recertification program. Grace period is only available if the recertification program is different from the initial one.
- Expiry date is when this recertification program will expire.
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.
