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{{Workplace}}
{{Workplace}}
= Overview =
= Overview =
Certificates are diplomas that can be issued upon completion of programs and certifications. Site-wide certificates can be created in Moodle Workplace, and certificates can be shared among tenants.  
Certificates are diplomas that can be issued upon completion of programs and certifications. Site-wide certificates can be created in Moodle Workplace, and certificates can be shared among tenants. The certificate is based on the Moodle custom certificate plug-in, but with added capabilities relevant to workplace tenants, and a completely redesigned interface.


{{MediaPlayer | url = https://youtu.be/WQeL9mQJMj0 | desc = Moodle Workplace | Training | Certificates}}
{{MediaPlayer | url = https://youtu.be/WQeL9mQJMj0 | desc = Moodle Workplace | Training | Certificates}}


= Accessing certificates =
= Adding a new certificate template =
From the workplace launcher, the administrator clicks “certificates” and then the plus to create a new certificate. The certificate is based on the Moodle custom certificate plug-in, but with added capabilities relevant to workplace tenants, and a completely redesigned interface.


= Add elements =
Certificates may be accessed instantly from the Workplace launcher. It can also be found in Site administration > Certificates > Manage certificate templates.
We click on “add elements” to choose what we want to include on the certificate.  


[[File:wp-ce-add-element.png]]
[[File:wp-new-certificate-template.png]]


== Add images ==
Click in the "New certificate template" button to add a new certificate template. Notice that it's called "template" because the actual certificates will be issued later by the [[Certificate course activity]] or [[Dynamic rules]].
Let's click on “image” to include a background image. For example, on the pop-up screen, we name this element “background”, select an image file, and tick “use as a background image”.
 
= Add elements to a certificate template=
We click on “Add elements” to choose which element you want to include on the certificate. By changing the order of the elements in the list it will change which element is displayed in front of another.
 
[[File:wp-ce-add-element.png]]wp-certificate-manually-issue.png
 
== Images ==
Click on “Image” to include images to the certificate template. To add background images select an image file and enable “Use as a background image”.


[[File:cert-upload-image.png|thumb|Uploading a background image]]
[[File:cert-upload-image.png|thumb|Uploading a background image]]


== Add static elements ==
== Static elements ==
We can add other static elements like borders and texts,  
Add static elements like "Border" or "Text". Since these elements are not dynamic (see below), they will be printed equally in al certificate issues.


== Add dynamic elements ==
== Dynamic elements ==
and dynamic elements like code, date, digital signature, program, user field, and user picture by clicking on the button “add element” and then “user field”.  
Add dynamic elements like "Date", "User field", "User picture", etc. which will be filled automatically with the user data at the moment of issuing.
 
== Dynamic rule data ==
Since Dynamic rules can be configured to issue certificates, the element "Dynamic rule date" may be used to print data related to the dynamic rule that triggered the issuing like "Course name" or "Completion date", for example.


== Format elements ==
== Format elements ==
We will be able to include on our certificate the user full name, and edit its appearance by choosing a font size and color, then by dragging and dropping. We can place the elements wherever we want. We can further change any element properties by clicking on the edit icon. We can also add more pages to the certificate by clicking the plus again.
By clicking in the elements you will be able to edit its properties like colour or font size. You may also use drag and drop to place the elements wherever you want.
 
= Add a new page=
Certificates can have more than one page. Just click on the "New page" button to add it.
 
= Issue certificates =
As mentioned above, the certificate templates may be issued to users through the following methods.
 
== Manually ==
[[File:wp-certificate-manually-issue.png]]
By clicking in the icon "Issue certificate from this template" (see image above) you will be able to issue manually this certificate to the selected users. You can set the expiring date for this certificate issue as well.
 
== Using Dynamic rules ==
[[File:wp-certificate-issue-dynamic-rules.png]]
You can use [[Dynamic rules]] to issue the certificates. Create a new rule, add the action "Issue certificate" and select which certificate template will be used. When the rule conditions are matched, the certificate will be issued to the affected users.
 
== Through the activity Course certificate ==
[[File:wp-course-certificate-activity.png]]
You can also add the [[Certificate course activity]] so students can issue themselves the certificate when the activity is unlocked. The activity can also be set to issue the certificate automatically to users that have access to it.

Revision as of 15:27, 23 September 2020

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

Overview

Certificates are diplomas that can be issued upon completion of programs and certifications. Site-wide certificates can be created in Moodle Workplace, and certificates can be shared among tenants. The certificate is based on the Moodle custom certificate plug-in, but with added capabilities relevant to workplace tenants, and a completely redesigned interface.

Moodle Workplace

Adding a new certificate template

Certificates may be accessed instantly from the Workplace launcher. It can also be found in Site administration > Certificates > Manage certificate templates.

wp-new-certificate-template.png

Click in the "New certificate template" button to add a new certificate template. Notice that it's called "template" because the actual certificates will be issued later by the Certificate course activity or Dynamic rules.

Add elements to a certificate template

We click on “Add elements” to choose which element you want to include on the certificate. By changing the order of the elements in the list it will change which element is displayed in front of another.

wp-ce-add-element.pngwp-certificate-manually-issue.png

Images

Click on “Image” to include images to the certificate template. To add background images select an image file and enable “Use as a background image”.

Uploading a background image

Static elements

Add static elements like "Border" or "Text". Since these elements are not dynamic (see below), they will be printed equally in al certificate issues.

Dynamic elements

Add dynamic elements like "Date", "User field", "User picture", etc. which will be filled automatically with the user data at the moment of issuing.

Dynamic rule data

Since Dynamic rules can be configured to issue certificates, the element "Dynamic rule date" may be used to print data related to the dynamic rule that triggered the issuing like "Course name" or "Completion date", for example.

Format elements

By clicking in the elements you will be able to edit its properties like colour or font size. You may also use drag and drop to place the elements wherever you want.

Add a new page

Certificates can have more than one page. Just click on the "New page" button to add it.

Issue certificates

As mentioned above, the certificate templates may be issued to users through the following methods.

Manually

wp-certificate-manually-issue.png By clicking in the icon "Issue certificate from this template" (see image above) you will be able to issue manually this certificate to the selected users. You can set the expiring date for this certificate issue as well.

Using Dynamic rules

wp-certificate-issue-dynamic-rules.png You can use Dynamic rules to issue the certificates. Create a new rule, add the action "Issue certificate" and select which certificate template will be used. When the rule conditions are matched, the certificate will be issued to the affected users.

Through the activity Course certificate

wp-course-certificate-activity.png You can also add the Certificate course activity so students can issue themselves the certificate when the activity is unlocked. The activity can also be set to issue the certificate automatically to users that have access to it.