The following instructions describe how to create a new certification template to which individuals can complete.
Before creating a certification workflow, you should make sure you understand the certification template settings.
Learn more about the general certification settings.
- 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.
Learn more about the website search result 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.
Please note that the label and description information is not visible on the website if you are using the default Arlo website.
The workflow settings determine how a contact is pushed through the certification workflow.
Learn more about the 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 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.