Loading...

How To Issue, Print and Email a Credential

After generating a Credential, you can now issue the Credential and present it to your Learner.

Stages for issuing a credential:

4

Issue Credentials

  • Navigate to LRM > Reports > Credential Register
  • (Optional) Search or filter the results.
    • E.g. Add a filter: status = Awaiting Issue
  • To issue one credential, click the Issue icon on the end of the row
  • Or, select one or more credentials, click Action > Issue
    • The Issue Credentials drawer opens.
  • Is this the Certificate for completing a full Qualification – select Yes or No
  • If Yes, set the Date Issued
  • (Optional) Enter a reason for issuing Credential
  • Click Issue.

Is this the Certificate for completion a full Qualification?

If you select Yes, on the Course Enrolment:

  • Qual Issued flag will be ticked
  • Parchment number will be set to the Credential Number
  • Issued Date is set

5

Print Credentials

  1. Navigate to LRM > Reports > Credential Register
  2. (Optional) Search or filter the results.
  3. Click the Print icon on the Credential line.
  4. The PDF will open in a new tab.

6

Email Credentials

  • Emailing Credentials is only available on Premium Edition
  • This feature is turned off by default. It can be turned on by a Portal Admin.
  1. Navigate to LRM> Reports > Credential Register
  2. (Optional) Search or filter the results.
  3. Click the Email icon on the Credential line, or
  4. Select one or more Credentials, click Action > Email
  5. Adjust the email details
  6. Click Send.