Create certification templates

• Open the Certifications menu item.

• Press New Template.

• Enter the relevant information about this particular certification.

Arlo has developed a website widget that you can add to your website to allow people to search your certifications to check if a contact's certification is valid.

• If you want to allow your website visitors to be able to find contacts who have started this certification process, select List certificates within website search results.

• Enter a label (required) and a description (optional) for your website search results.

The workflow settings determine how a contact is pushed through the certification workflow.

• Select the criteria which should result in the creation of a certification.

• If the certification should automatically be moved to awaiting approval when a registration is completed for a course or elearning activity, select Automatically move certificate to awaiting approval when criteria are met, and select the criteria (if any) that needs to be met.

• If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.

• If you want automatic reminder emails to be sent for expiring certifications, select up to three reminder times. (Optional) Include instructions for renewal, e.g. a link to the renewal course.

• If you want Arlo to automatically notify a certification contact that their certification has expired, select Send certificate expiry to contact.

• Select the criteria which should result in the renewal of a certification.

• If the renewal certification should automatically be moved to awaiting approval when a registration is completed for a course or elearning activity, select Automatically move certificate to awaiting approval when criteria are met.

• If you wish for certification contacts to receive an automated 'certification approved' email, select Send certificate approval confirmation to contact.

• Press Save.