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Certification Portal | admin/org rep can see their certs in 1 place | Access certs and expiry | training matrix -
Sending Certs - Sending some certs via Zip file and not by email - reduce number of emails -
Trainer Led Cert | Admin | Generating Attendance Certificate Manually as an admin -
Adding a Certificate expiry date for a Self-paced schedule i.e. Complete online content without meeting Student -
Self Paced Certs | Generating a certificate for completion of an exam | Receive cert after passing exam - Optional Process -
Trainer led Certs | Back-office Bookings | Generate trainer led certs on the booking i.e. send cert to applicable attendees only -
Trainer led Cert | Pass/Fail | Generating the Cert when student has Passed the course only - Optional process -
Trainer led Cert | Automations | Automatically Generate the attendance cert once attendance recorded is 100% - optional process -
Trainer Led certs | Automations | Generating Attendance Certificate Automatically (without admin review) - Optional process -
Unique Certificate Requirements | Custom Text on Certificates | Generating Certificates -
Certificate | available tags that can be added to the Certs -
Cert of Attendance - Updating the Cert Templates in Files menu -
Post Training Admin Tasks - updating attendance, generating cert...etc -
Completed Booking | Pass / Fail /Retest / Did not attend / retest / cancelled - Management of Attendees post training -
Untitled live doc 2026-04-13
Attendance certificates can be generated automatically for past bookings including the name of the learner, the course attended, the date and details of the course, and the attendance records as well.
Furthermore, it can also fill out the renewal information if the certification is only valid for a certain period of time.
Currently, cert generation does not function if there is a Dot in the Name eg John C.Riley - For now, John C Riley generated as expected.
We plan on improving this logic soon