Create and edit a certification workflow

The following article describes how to create and edit your certification workflows.

In this article:

Create a new certification template/workflow

The following instructions describe how to create a new certification template to which individuals can complete.

Important: Before creating a certification workflow, you should make sure you understand the certification template and workflow settings.

General settings

Website search settings

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.

Certification workflow settings

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 an event 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 an event 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.

Edit an existing certification template/workflow

Open the Certifications menu.
From the Summary tab, select the certification template/workflow you wish to edit.
If the template has registrants in progress associated with it and:
- These updates should apply to the existing certificates (on this template), click Edit this version, OR
- These updates should only apply to new certifications (on this template) going forward, click create a new version.
Make the required changes to your certification template as per the instructions to create a certification template.
Press Save.

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