Implementing Advanced Custom Certificates

Certificates both confirm that a learner has completed specific training, but also allows them to showcase their accomplishments. Schoox allows for three different kinds of certificates. You can simply use the default certificate without needing to do anything. You also have the option to customize the colors and simple imagery used on the default certificate.

The last option is to create a completely unique certificate outside of Schoox and upload it. This last option allows for the use of tokens or variables that will automatically populate training details for individual certificates — the learner's name, the course title, the date to name a few. Advanced Custom Certificates can be activated on the academy level for all courses, curricula (learning paths), and events. Specific certificates can also be used for individual courses.

Note: Only academy admins can set up advanced custom certificates.

Enabling Advanced Custom Certificates in your Academy

To start using Advanced Custom Certificates in your academy, select the Training Admin Workspace. Then, on the left, Certificates. (You can also find this option on a  per-course basis while managing a course under Certificate on the right.)

     

Select the Course, Curricula, or Events sub-tab, and then Advanced Custom Certificate.

Creating an Advanced Custom Certificate

Advanced custom certificates use uploaded PDF forms, and must be generated using a PDF editor of choice, like Adobe Acrobat, Sejda, or DocFly. (Schoox is in no way affiliated, and have been included here as suggestions only. As always, use due diligence and do your own research when it comes to the tools you use.)

Create the framework of your certificate using whatever tool you'd like — Microsoft Word, Adobe Illustrator, or the like. We, for example, downloaded a Microsoft supplied template, and edited it in Word). When ready, export the document as a PDF.

Within your PDF editor (We are using Adobe Acrobat here), you will need to edit the document as a PDF form, specifically. Add fields to the form, and label them with the various options supplied in this token list. How this is done will vary from editor to editor.

Note: Tokens will need to match exactly.

Note: If the 'PREFERRED_NAME' token is selected, this will pull both the preferred name and the user's last name. If preferred name is null, it will automatically pull the user's legal name, first name and last name.

Save the PDF.

Uploading the Certificate

On the Certificates page, select the Upload file button, and choose your saved PDF.

You can upload different certificates for the various languages available in your academy. After upload, select the language associated with each certificate, as well as which will be considered the default if a specific language option is not available for a particular learner.

When awarded to the learner,  the certificate's fields will be populated with the appropriate information.

Adding Academy Custom Fields

Along with the default token options, you are also able to use any custom fields you've added to your academy. Make sure these tokens are added in the same format as the default tokens — all upper-case with underscores used to indicate spaces. For example, Hiring date would be HIRING_DATE.

Related Articles

Advanced Custom Certificates — List of Tokens

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