Credentials can be generated against a Course Enrolment or a Qualification Enrolment.
Credentials use uReports.
If you are generating credentials for the first time, test the process with our generic templates. Once confident, you can create custom templates.
After you have generated the Credential, you can Issue, Print and Email it.
Stages for issuing a credential:
Generate a Credential from a Course Enrolment
1
Ensure Course Enrolments are ready
Ensure all relevant fields for the Credential are correctly set up in the Learner and Course Enrolment.
Note: For testing, you can create a dummy Course Offer and Enrolments.
Some Credential Templates only show competent Unit Enrolments.
2
Request Credentials
Individually from Course Enrolment
- Navigate to LRM > Selected Course Enrolment > Credentials
- Click Action > Add New
- Select a Credential Template
- Enter a Credential Date
- (Optional) select an Issuing Officer (see note)
- (Optional) enter a Credential Status Reason
- Click Save or Save and Go to Credential Register
In Bulk from Course Offer
- Navigate to LRM > Selected Course Offer > Enrolments
- Tick one or more Enrolments
- Click Action > Request Credential
- Select a Credential Template
- Enter a Credential Date
- (Optional) select an Issuing Officer (see note)
- (Optional) Record a Credential Status Reason
- (Optional) tick the box Go to Course Offer Credentials when complete?
- This will take you to Course Offer > Credentials
- You can then issue the Credentials immediately
- Click Request Credential
Issuing Officer: only Staff members with this indicated at the staff section can be selected here. For more details and instructions see How to Add and Edit Staff
Generate a Credential from a Qualification Enrolment
1
Ensure Qualification Enrolments are ready
A Learner must have completed the requirements for a Qualification in order to get a credential. Audit a Learner for a Qualification to see if they can be issued with a credential. If they meet the requirements for their Qualification, their Qualification Status changes from Not Yet Achieved to Ready to be Requested.
2
Request Credentials
Credentials can be requested from a number of locations.
- Navigate to your desired location:
- LRM > Learners > Qualification Enrolments
- LRM > Scope > Selected Qualification > Enrolments
- LRM > Scope > Selected Enrolment > Detail
- Ensure the Qualification Enrolment(s) have status of Ready to be Requested
- Choose the Request Credential action
- If Individual this can be the icon
- If in bulk then select the records and choose from the action menu
(Optional) Preview and Regenerate Credentials
3
(Optional) Preview Credentials
If the Credential template is well tested and enrolment data is checked before requesting a credential, then the need for previewing before issuing should not be required.
If however you would like to preview a Credential prior to Issue then see below. Issued Credentials CANNOT be regenerated or deleted or Cancelled.
- Navigate to your desired Credential location
- LRM > Reports > Credential Register
- Learner > Credentials
- Course Offer > Credentials
- Qualification > Credentials
- (Optional) Search or filter the results.
- For a single Credential: Click the Preview icon
- The preview opens in a new tab
- For multiple Credentials: Select the desired credentials then choose the action Merge Documents
- A Merge Document will be generated
If the credential looks good then you can proceed to Issue, Print or Email it.
If there is an issue then you can resolve the issue in the template or fix the enrolment data. Then proceed with the Regenerate process below.
If your Credential is not showing correctly:
Check out the Credential FAQ page
If you need to make changes to a template, see How to Create a Custom Credential Template
For issues during uReport generation, see uReport Troubleshooting Guide
4
(Optional) Regenerate Credentials
Regenerate a Credential when:
- It has the status Failed to Generate
- Some information has changed on a credential that is Awaiting Issue and you want the Credential to reflect the new information before issuing
- Navigate to your desired Credential location
- LRM > Reports > Credential Register
- Learner > Credentials
- Course Offer > Credentials
- Qualification > Credentials
- (Optional) Search or filter the results.
- Click the Regenerate icon for a single Credential.
- Or, select one or more Credentials and click Action > Regenerate
