The following article provides information on access certification templates and workflows in Arlo and a description of what each setting does.
In this article:
Access certification template and workflow settings
- Open the Certifications menu.
- Select the certification you would like to review the settings for.
General settings overview
- 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. This will be displayed to registrants who start the certification process and can be made available on certificates issued for the certification.
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. This is not displayed to registrants who start the certification process but can be made available on certificates issued for the certification.
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. This is not displayed to registrants who start the certification process.
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 Arlo generated 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.
The certified date of a certification, which can be viewed by approved registrants and is also available on certificates issued for the workflow.
Default expiry
The default expiry setting is the Arlo generated 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.
The expiration date of a certification, which can be viewed by approved registrants and is also available on certificates issued for the workflow.
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 that certification. For example, the code will stay the same when they renew their expiring certification.
Alternate code
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. This is an internal only field.
Information
Enter internal information about the certification.
Website search settings
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 how to add the certification search widget to your website.
Search results (list certifications within website search results)
Determines whether a particular certification template (or a version of this template) should be shown in the search results in the website widget.
Label
The label is the heading of the information shown.
Description
Enter information about the certification that the public should be aware of.
Certification workflow settings
- Add an event to start a registrants certification process
- Set criteria to move a registrants certification to awaiting approval
- Expiration settings for a certification process
- Renewal settings for a certification process
Trigger the start of a registrants certification process
Create a certificate when a registration is approved.
Choose this setting and enter an event template to have the certification process for a registrant created (the workflow started automatically) when a registration is approved for a certain event.
Note: This does not approve the certification, it only starts the certification process.
Send certificate registration confirmation to contact
Select this if you wish for the certification contact to receive confirmation that their certification process is underway. See an example of this email.
Set criteria to move a registrants certification to awaiting approval
Automatically move the 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 state, when the criteria selected are met.
This saves time having to check registrants to ensure they meet the requirements for the certification.
Example: A certification requiring that a contact complete, pay for, and attend the course and exam, and then pass the exam.
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 settings for a certification
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.
Create a renewal workflow for a certification
If the certification expires, you can 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 certification, it only starts the renewal process.
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.
Set criteria to move a registrants renewal to 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.
Example: A workflow requiring that a contact complete, pay for, attend, and pass the event to renew their certification.
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.