Loading...
Wisenet

      How To Generate a Credential

      Credentials can be generated against a Course Enrolment or a Qualification Enrolment.

      There are several types of Credential.

      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

      1. Navigate to LRM > Selected Course Enrolment > Credentials
      2. Click Action > Add New
      3. Select a Credential Template
      4. Select a Credential Type
      5. Enter a Credential Date
      6. (Optional) select an Issuing Officer (see note)
      7. (Optional) enter a Credential Status Reason
      8. Click Save or Save and Go to Credential Register

      In Bulk from Course Offer

      1. Navigate to LRM > Selected Course Offer > Enrolments
      2. Tick one or more Enrolments
      3. Click Action > Request Credential
      4. Select a Credential Template
      5. Select a Credential Type
      6. Enter a Credential Date
      7. (Optional) select an Issuing Officer (see note)
      8. (Optional) Record a Credential Status Reason
      9. (Optional) tick the box Go to Course Offer Credentials when complete?
        1. This will take you to Course Offer > Credentials
        2. You can then issue the Credentials immediately
      10. 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

      Request Credentials

      Credentials can be requested from several locations.

      1. Navigate to your desired location:
        • LRM > Learners > Qualification Enrolments
        • LRM > Scope > Selected Qualification > Enrolments
        • LRM > Scope > Selected Enrolment > Detail
      2. Select one or more Qualification Enrolments:
        • Ensure they all have a the same status
      3. Request the credential
        • Click Action > Request Credential, or
        • Click the Request Credential icon next to the Qualification Enrolment (for individual requests)
        • The Request Credential drawer opens
      4. Complete the request form:
        • Select a Credential Template
        • Enter a Credential Date
        • (Optional) Select an Issuing Officer
        • (Optional) Record a Credential Status Reason
        • Click Save

      NOTES:

      • If you request a credential and you see some credentials greyed out, it means that the credential template does not have a credential type associated with it. See How to Set Credential Types.

      (Optional) Preview and Regenerate Credentials

      3

      (Optional) Preview Credentials

      You can skip this step if:

      • The Credential template is well tested
      • The enrolment data was confirmed before requesting the Credential

      NOTE: Issued Credentials cannot be regenerated.

      • 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

      Next Steps

      How to Issue, Print and Email a Credential