In this article
This article provides information on setting up certification templates in your Arlo platform including a description of what each setting achieves.
- Access certification template settings
- Settings overview
- General details
- Website search results
- Workflow
Access certification template settings
- Open the Certifications menu.
- Open the certification you would like to review the settings for.
Settings overview
You can edit the following settings for each certification template:
General details
- Name
- Version
- Template label
- Time zone
- Default certified
- Default expiry
- Code
- Alternate code
- Jurisdiction
- Information
Name
Enter the name of the certification. The name is generally the legal name of the certification or licence, but may be anything.
* Mandatory field * Visible to certification contacts * Administrators can edit * Available in Certifications List report * Available in the certificate template
Version
This is the version of the certificate to allow version control when edits are made. Arlo automatically generates this field, but you may edit it. You may see previous versions' settings via the version drop-down.
* Mandatory field * Generated by Arlo * Visible only to administrators * Administrators cannot edit * Available in Certifications List report * Available in the certificate template
Template label
The template label is the terminology used for the certification. You can choose which best suits the type of certification you're creating.
* Mandatory field * Visible to certification contacts (terminology used in notification emails) * Administrators can edit
Time zone
The timezone relates to the validity of the certification and the dates it is valid within, and when notifications are sent.
For example, if the certification is set up with the time zone for Sydney, the validity will be linked to that date and the notifications will be sent in that time zone.
Default certified
The default certified setting is the date that individual certifications will be valid from by default (the certified date can be edited on the individual certifications).
You can choose for the certificate to be dated with the approval date (the date the individual certification is approved) or to be adjusted to the expiry date of the previous certification for this person if one exists. This may be determined by your legal jurisdiction.
* Mandatory field * Generated by Arlo * Visible to certification contacts^ * Administrators can edit * Available in Certifications List report^ * Available in the certificate template^
^Shown as the certification date for the individual certification. The default is only visible to administrators in the certification template.
Default expiry
The default expiry setting is the date that individual certifications will expire by default (the expiry can be edited on the individual certifications).
You can choose for individual certifications to expire, for example, every 1 year, or to never expire.
* Optional field * Visible to certification contacts^ * Administrators can edit * Available in Certifications List report^ * Available in the certificate template^
^Shown as the certification expiry for the individual certification. The default is only visible to administrators in the certification template.
Code
Each individual certification is given a unique code. This setting allows you to change the label or terminology of the 'code', and add a prefix (the same for all codes generated on this certification) if required.
The code can be edited when creating a new certification.
The code will remain the same throughout the lifecycle of the certification. For example, the code will stay the same when they renew their expiring certification.
Alternate code
Arlo can activate an alternate code for your platform if you need to store an additional code on the certification, for example, a code given to you by the agency you report to.
Unlike the certification code, the alternate code can change with each renewal and is blank on renewal certifications (it can be added by editing the renewal certification).
Note: The alternate code is off by default. To activate this field, contact Arlo Support.
Jurisdiction
Enter what the certification allows the person to do and/or your delegated responsibilities in managing and awarding this certification.
* Optional field * Visible only to administrators * Administrators can edit * Available in Certifications List report * Not available in the certificate template
Information
Enter internal information about the certification.
* Optional field * Visible only to administrators * Administrators can edit * Not available in Certifications List report * Not available in the certificate template
Website search results
Arlo has developed a website widget that you can add to your website to allow people to search your certifications to check if a certification is valid. For example, a prospective employer may like to check if someone has a valid certification and when it expires.
The following settings only apply if your organisation has implemented the certification search widget.
Learn more about the certification search widget.
Search results (list certifications within website search results)
Determines whether certifications within this template (or version of this template) should be shown in the search results in the website widget.
* Optional field
Label
The label is the heading of the information shown.
* Optional field * Visible to the public * Administrators can edit
Description
Enter information about the certification that the public should be aware of.
* Optional field * Visible to the public * Administrators can edit
Workflow
Creation
Create certificate when a registration is approved
Choose this setting and enter an event template to have the certification to be created (the workflow started automatically) when a registration is approved for a certain event.
Note: This does not approve the certification and the contact does not need to know they have a certification at this stage; unless you have the registration confirmation or website search results on.
Send certificate registration confirmation to contact
Select this if you wish for the certification contact to receive confirmation that their certification is underway. See an example of this email.
Awaiting approval and approval
Awaiting approval
Automatically move certificate to awaiting approval when criteria are met
Choose this setting and enter an event template or templates to have the certification automatically moved to an awaiting approval list when the criteria selected are met.
This saves time in having to check individual registrants to ensure they meet the basic requirements for the certification, as it looks up the registration details to give you a shortlist.
Example: A certification requiring that a contact complete, pay for, and attend the course and exam, and then pass the exam.
Approval
Send certificate approval confirmation to contact
Select this if you wish for the certification contact to receive confirmation that their certification has been approved. See an example of this email.
Expiration
If the certification expires, choose if you want automated email notifications to be sent to the contact.
Send certificate reminders to contact prior to expiring
Select this to schedule reminders for expiring certifications to the certification contact and include instructions for renewal. See an example of this email.
Example: three reminders set leading up to the expiry of the individual certification with renewal instructions.
Send certificate expiry to contact
Select this to send an automated notification to the certification contact if their certification expires and they have not renewed.See an example of this email.
Renewal
If the certification expires, set up a renewal workflow (e.g. could have the same or different requirements as the original certification).
Create renewal certificate when a registration is approved
Choose this setting and enter an event template to have the renewal certification created (the workflow continued automatically) when a registration is approved for a certain event.
Note: This does not approve the renewal certification and the contact does not need to know they have a renewal certification at this stage; unless you have the registration confirmation or website search results on.
Send renewal certificate registration confirmation to contact
Select this if you wish for the certification contact to receive confirmation that their certification renewal is underway. See an example of this email.
Renewal Awaiting approval and approval
Renewal awaiting approval
Automatically move renewal certificate to awaiting approval when criteria are met
Choose this setting and enter an event template or templates to have the renewal certification automatically moved to an awaiting approval list when the criteria selected are met.
This saves time in having to check individual registrants to ensure they meet the basic requirements for the renewal certification, as it looks up the registration details to give you a shortlist.
Example: A workflow requiring that a contact complete, pay for, attend, and pass the event to renew their certification.
Renewal approval
Send renewal certificate approval confirmation to contact
Select this if you wish for the certification contact to receive confirmation that their certification renewal has been approved. See an example of this email.