Certificates: Difference between revisions

Latest revision as of 08:17, 15 March 2023

This feature is part of Moodle Workplace™, which is available through Moodle Partners, but is also available as Moodle LMS plugin.

This documentation is valid for both Moodle Workplace™ and Moodle LMS, but some features could be available for Moodle Workplace™ only.

Certificates are a great incentive for both formal and informal training. Moodle Workplace allows you to design engaging certificates and then award them to users in different ways.

Certificates are diplomas that can be issued upon completion of activities, courses, programs, and certifications. Site-wide certificates can be created in Moodle Workplace, and certificates may be shared among tenants.

This Workplace feature is also available in Moodle LMS (see Course certificate and Certificate manager plugins), but some features such as the certificate issuing through Dynamic rules are only available in Moodle Workplace.

Moodle Workplace Certificates

The Certificate tool consists of two main components:

Certificate templates: manage and create certificate blueprints
Issuing certificates: issue certificates either via dynamic rules, manually, or using the course certificate activity

Moodle Workplace comes with a powerful built-in certificate generator that lets you design templates so that you can issue diplomas or certificates of participation.

Users can view their certificates in the My certificates section in their user profile. A direct link to this area is <URL>/admin/tool/certificate/ my_certificates.php. This is where all the certificates of a user are listed, including a PDF view of them and a download option.

Site-wide options can be configured in the Certificates settings.

Moodle Workplace ships with a Certification manager role (tool_certification_manager) that is applied in System context. The role allows the creation and management of certifications within the current tenant and allocating users to them. The role has the additional permission to View all issued certificates and templates (tool/certificate:viewallcertificates).

@@ Line 1: / Line 1: @@
-{{Workplace}}
+{{WorkplaceNonExclusive}}
-= Overview =
+Certificates are a great incentive for both formal and informal training. Moodle Workplace allows you to design engaging certificates and then award them to users in different ways.
-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.
-This Workplace feature is also available in Moodle LMS (see [https://moodle.org/plugins/mod_coursecertificate Course certificate] and [https://moodle.org/plugins/tool_certificate Certificate manager] plugins) but some features such as the certificate issuing through Dynamic Rules are only available in Moodle Workplace.
+Certificates are diplomas that can be issued upon completion of activities, courses, programs, and certifications. Site-wide certificates can be created in Moodle Workplace, and certificates may be shared among tenants.
-{{MediaPlayer | url = https://youtu.be/WQeL9mQJMj0 | desc = Moodle Workplace | Training | Certificates}}
+This Workplace feature is also available in Moodle LMS (see [[Course certificate activity|Course certificate]] and [https://moodle.org/plugins/tool_certificate Certificate manager] plugins), but some features such as the certificate issuing through [[Dynamic rules]] are only available in Moodle Workplace.
+{{#ev:youtube|WQeL9mQJMj0|100%|center|Moodle Workplace Certificates}}
+The Certificate tool consists of two main components:
+#[[Certificate templates]]: manage and create certificate blueprints
+#[[Certificate issuing|Issuing certificates]]: issue certificates either via dynamic rules, manually, or using the course certificate activity
+Moodle Workplace comes with a powerful built-in certificate generator that lets you design templates so that you can issue diplomas or certificates of participation.
+[[File:Certificates - Template overview.png|border|center|frameless|900x900px|alt=]]
+Users can view their certificates in the '''My certificates''' section in their user profile. A direct link to this area is <URL>/admin/tool/certificate/ my_certificates.php. This is where all the certificates of a user are listed, including a PDF view of them and a download option.
-= Adding a new certificate template =
+Site-wide options can be configured in the [[Certificates settings]].
-Certificates may be accessed instantly from the Workplace launcher. It can also be found in Site administration > Certificates > Manage certificate templates.
+Moodle Workplace ships with a [[Certification manager role|Certification manager]] role (tool_certification_manager) that is applied in System context. The role allows the creation and management of certifications within the current tenant and allocating users to them. The role has the additional permission to '''View all issued certificates and templates''' ([[Capabilities/tool/certificate:viewallcertificates|tool/certificate:viewallcertificates]]).
-[[File: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.
-[[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]]
-== 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 fields ==
-Other plugins can depend on the Certificate manager to issue certificates based on some criteria, for example the [[Certificate course activity|Course certificate (mod_coursecertificate)]] is an activity module that will automatically issue certificates when the student satisfies the access restrictions. The mod_coursecertificate plugin will send the course name and completion information to the tool_certificate plugin, so if these fields are included in the template, they will be displayed on the certificate.
-In Moodle Workplace, this information can be sent to the certificate using Dynamic Rules as well. See
-== 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 ==
-[[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 ==
-{{WorkplaceExclusive}}
-[[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.

Documentation

Certificates: Difference between revisions

Latest revision as of 08:17, 15 March 2023