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Wisenet

      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:

      1a

      Issue Credentials from a Course Enrolment

      1. Navigate to LRM > Reports > Credential Register > Course Register tab
      2. (Optional) Search or filter the results.
        • E.g. Add a filter: status = Awaiting Issue
      3. To issue one credential, click the Issue icon on the end of the row
      4. Or, select one or more credentials, click Action > Issue
        • The Issue Credentials drawer opens.
      5. Is this the Certificate for completing a full Qualification – select Yes or No
        • If Yes, set the Date Issued
      6. (Optional) Enter a reason for issuing Credential
      7. Would you like to generate a merged document? – select Yes or No
      8. 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

      1b

      Issue Credentials from a Qualification Enrolment

      1. Navigate to LRM > Reports > Credential Register > Qualification Register tab
      2. (Optional) Search or filter the results.
        • E.g. Add a filter: status = Awaiting Issue
      3. To issue one credential, click the Issue icon on the end of the row
      4. Or, select one or more credentials, click Action > Issue
        • The Issue Credentials drawer opens.
      5. (Optional) Enter a reason for issuing Credential
      6. Would you like to generate a merged document? – select Yes or No
      7. Click Issue.

      Issuing a Certificate credential

      • If the Qualification Enrolment status is Achieved – Pending Award and you are issuing a Certificate credential, you have the option to update the Qualification Enrolment Status to Awarded.
      • Tick Yes on the question Update the Qualification Status to Awarded and select a date completed.
        • You can select the Qualification Awarded date, or select a custom date.

      2

      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.

      3

      Email Credentials

      • Emailing Credentials is only available on Premium Edition
      • This feature is turned off by default.
      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.