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Certifications - Configuration
What is the Certification Product Configuration Tab?
Every Certification Product will need to have properties set that control how your learners, administrators and internal management system interact with the Product. After creating a Certification Product or clicking the Edit link from the Certifications dashboard, you’ll be automatically directed to the Configuration tab.
Click on the highlighted text next to each of the following fields to continue your configuration. Choose an option using the dropdown box if available or fill in the value and click the button to save or the to clear your selection.
Not all fields are required in order to create a Certification Product. Some options will require an additional entry if selected.
- Title: Certification Product titles can contain up to 100 characters—letters, numbers, and/or symbols. (required)
- Category: Choose the category that best describes this product. The list of available categories is determined by your organization during initial implementation. Contact your project manager or the support team if the list needs to change. There is a 20 character limit. (required)
- Categories are 1 or 2 word learning product descriptions. They are frequently used to describe the delivery method of the product.
Examples: Online, Instructor led, Webinars, Certifications, etc.
- Default Term Days: Enter the number of days that a learner will be enrolled in the Certification--all enrollments in the certification and the individual learning products will expire after the number of days you specify in this field.
- If you leave the field set to the default of None, the certification will never expire and learners who have enrollments will keep their active enrollments indefinitely.
- If you entered Default Term Days, you will need to select the trigger event upon which the Term Days will begin counting down. You can select When enrollment is first viewed to start the countdown as soon as the learner accesses the learning product, or When enrollment is created to start the countdown as soon as the learner enrolls.
*Note: Individual learning products will use the Certification term days. The Default Term Days set in an enrollment code that includes this product will override the days set in the product configuration.
- Maximum Enrollment Active Thru Date: If learner enrollments will all need to expire on a set date, change the default None to a specific date on the calendar. This is useful if your certification credit expires on a certain date or if the content will no longer be valid after a certain date.
- If you have both Default Term Days and a Maximum Enrollment Active Thru Date, the Maximum date will override the term days if they overlap.
- Example: A product has 60 term days, but is set with a max enrollment date of 12/31. If the the term days start less than 60 days before 12/31, the enrollment will still expire on 12/31 regardless of the amount of term days remaining.
- If you have both Default Term Days and a Maximum Enrollment Active Thru Date, the Maximum date will override the term days if they overlap.
- Assignable by Admin Types: If you will be including the product in any assignments, select the level(s) of administrator who can create assignments for the Learning Product. If “None” is selected, no one will be able to assign the Learning Product.
- Integration Product Code: This is the unique code / Course ID that your management system uses to identify the Certification Product if Learner Community is integrated into your organization's internal management system.
- Integration Completion Code: If an external system needs to write a transcript, this code will notify the external system. This feature is not required by most Learner Community clients.
- Completion Lookback: If you want to accept prior completions of the individual learning products to satisfy the certification, set a number of days to look back. If the learner completed the learning product before the lookback days, they will need to complete the learning product again.
- Completion Valid For: If completions in the product will need to expire or will be invalid after a certain amount of time, enter the number of days for which the completion is valid. This expiration date will display on the learner's transcript.
- Allow Re-enrollment After Completion: You can control your learners' access to enrolling in certification products that they have already completed.
- If you want to require the learner to wait before being able to re-enroll, select Yes, after a specified number of days from the dropdown list and then enter the number of days.
- If you want to let your learners re-enroll anytime, select Yes, immediately.
- If your learners will not be allowed to re-enroll at any time, select No.
- Allow Re-enrollment After Failing Requirements: You can control your learners' access to enrolling in certification products that they have failed.
- If you want to require the learner to wait before being able to re-enroll, select Yes, after a specified number of days from the dropdown list and then enter the number of days.
- If you want to let your learners re-enroll anytime, select Yes, immediately.
- If your learners will not be allowed to re-enroll at any time, select No.
- Product Detail Page: Whether accessed from a catalog page or a direct link, the Product Detail Page can give your learners details about the product before they enroll. You can control how or if your learners will be able to view this page. Please see Certifications - Description for more information.
- To allow access to the Product Detail Page, select Public - Anyone With The Link from the dropdown list. You can keep the page public Forever, or you can select a From and/or Thru date. The Product Detail Page will not be accessible outside any specified date window. If you want to include details about Credit Profiles in your product description, select Yes next to Show Credit Information.
- To prevent anyone from accessing the Product Detail Page in any way, select Disabled - Nobody May Accessfrom the dropdown list. This will immediately hide the Show in Catalog option.
- Examples:
- You may choose include direct links to a Product Detail Page on one of your site pages or in an email and not use a catalog. This can be useful if you want to provide enrollment access into a particular Section.
- You may choose to disable to Product Detail Page entirely and only allow enrollments through enrollment codes or a batch upload process.
*Note: Product Detail Pages can be Public even when the product is not shown in the catalog. Keep in mind that anyone can access a public page as long as they know the correct URL.
- Show in Catalog: If the certification product can be included on a catalog page (any page containing a Catalog Widget), select Yes. You can allow the product to be included in a catalog Forever, or you can select a From and/or Thru date. The product will not be shown in any catalog outside the specified date window. Select No if you do not want the product to be included in any catalog page.
- Priority Number lets you control the order in which the product is displayed on any catalog page. The lowest numbers have the highest priority and will show at the top of the list.
*Note: To use the Priority Number, you must enable the Catalog Priority in each Catalog Widget that will include the product.
- Rate Categories: Your portal will have specific rate categories set depending on your needs. Some portals have a single reate category listed as Your Cost, while others may have Member and Non-Member rate categories. Work with your project manager during implementation to set the appropiate rate categories, or contact support if any changes are needed.
- If the Rate Category is set to Not Available, it will not be possible to enroll in the product through a catalog.
- If the Rate Category is set to Free, there will be no charge for enrolling in the product through a catalog.
- To set pricing, choose Cost and then enter the dollar amount.
- Validate Certification: To check your Certification to be sure it is ready to publish, click on the button. You will see a list of Errors and/or Warnings letting you know about any issues that will prevent your Certification from being published, or possible missing elements that you may want to include in your Certification.
- Warnings are only meant to inform you of items that you may want to include, but that are not required.
- Publish Certification: The button lets you publish your Certification to your live portal. You can also publish Certification on the Certifications Dashboard. When you click to publish, you will see a list of Errors and/or Warnings letting you know about any issues that will prevent your Certification from being published, or possible missing elements that you may want to include in your Certification. If there are no Errors, you will need to check the I have reviewed the product and agree it is ready to be published box and then click Publish.
*Note: It is important that you review the Certification to ensure that it is ready for use by the public. Other than to correct spelling errors, republishing should be avoided.
Structure: If the structure of the main certification product has changed, Enrollments and Completions will be maintained but all enrollment progress may be lost. If evaluation or assessment questions and/or choices have been changed, this will affect reporting on those items if Learners have already submitted responses.
Completion Criteria: If the completion criteria changed it will not affect existing completions. However, changes could cause new completions to be recorded automatically.
Credit Profile: If a Credit Profile has been set to expire, Learners will no longer be able to claim the credit after the expiration date of the credit profile. New credit profiles may become eligible for Learners that have already met the credit profile criteria.
- Launch: As an administrator, it is important to be able to review your Certifications as you assemble them and before publishing live. You have two options when reviewing on staging:
- Normal Enrollment lets you see the Certification just as your learners will, with all gating and completion requirements intact.
- Ungated Review lets you access all learning products without any gating or requirements. You are able to launch every product, including the final certification, without needing to complete anything first.
- When reviewing an enrollment in one of the certification learning products, you have some Administrative Options on Staging to assist with your review.
- Click the button to completely remove your enrollment in the learning product.
- Click the button to refresh your enrollment and remove any progress or completions.