Creating a New Certificate

Document created by 2261980 Support on Aug 8, 2014Last modified by 2261980 Support on Mar 12, 2018
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Creating a New Certificate

Your first step when creating a certificate is to fill in a certificate name, abbreviation and perhaps a description. The asterisk next to the name and abbreviation fields indicates that they are required.

You will also need to identify whether you want your certificate to be associated with courses or curricula. If you associate the certificate with courses, learners will be able to print out the certificate upon completing any course associated with the certificate. If you associate the certificate with curricula, learners can only print the certificate once all courses within the associated curriculum have been completed. Only specific curricula types may be associated with certificates. For more information, please review Unique Features for Curriculum Certificates.

There are two main elements to any certificate -- the background image and the certificate text.

The background image contains graphic elements that will remain the same each time the certificate is printed (for example, your organization's logo, or the signature of your organization's training director)

The certificate text includes all of the static text as well as elements that change dynamically each time a certificate is printed, such as the name of the learner, or the date the training was completed. By using text that draws dynamically from data in the system, you are spared the management nightmare of creating a new certificate for each separate course you offer.

In effect, when you create a certificate, you are taking a background image and laying text on top of it. There are a few advanced features (such as certificates that need to use dynamic instructor signatures or certificates that use unique approval numbers on a training-by-training basis) which we discuss here, but for now let's focus on the primary elements.

Background Images

Relias Learning has provided some standard background images that you may use, but we also encourage you to add your own background images to the library. All administrators will see the same library of images, so if you upload an image here, other administrators in your organization will be able to use the image as well.

How to Upload Your Own Background Image

You may upload any of the following common file types as background images: .bmp, .jpg, .jpeg, .png, .gif. The recommended dimensions for your image are 800 x 600.

To upload your own background image:

1 - Click on the "Browse" button and select the image you want from your computer.
2 - Click on "Add to Background Image Library"

At this point, your image will appear in the background image library and you may simply click on it to apply it to your certificate.

If you upload an image that you later need to remove you may do so using the "Remove from Background Image Library" function. Default Relias Learning images may not be removed.

Create a Background Image in PowerPoint

One of the easiest ways to create a background image is to set up your background elements in PowerPoint and then save the image as a JPG. For a short video showing you how to do this, click here.

Applying a Background Image

To apply a background image to your certificate, simply click on it. You can switch between background images at any time by clicking on the appropriate image. Or you can go with a plain white background by clicking on the "No Image" icon at the far left in your image library.

Certificate Text & Dynamic Parameters

There are two components of certificate text:

1) Static Text - This text is exactly the same on every certificate.

2) Dynamic Fields (AKA Parameters): The dynamic parameters are where all the magic happens. When you include one of the pre-defined parameters in your certificate, the system will automatically populate that field with the proper data. We have a list of dynamic parameters available to you that you may access by clicking on "Show available parameters."

If you wanted each individual learner's department to appear on your certificate, then, you'd want to make sure you input the text "[dept]" at the appropriate spot within the template.  You can copy and paste from the list of available parameters if you don't want to risk typing the parameter code incorrectly.

Modifying the Default Template

While you're welcome to hand code your certificate from scratch, most of the time you'll probably want to use the same standard layout.  To help you get started, each certificate begins with a default template to help get you started in the creation process. You may edit the static text, add or remove dynamic parameters, and move both types of text around to suit your needs.

A Quick Word About Layout

In order to make the certificate-creation process as smooth as possible, we've layered the background image behind the text editor so you can get a sense of where each element will appear when printed.  Be aware, however, that if you have course titles (or learner names or other data) that are too long to fit on a single line, all other elements will be pushed down the page when printed.

If you're not an HTML wizard and you have text that absolutely must
appear in a specific location on the certificate, you may want to make that text part of your background image.  For example, if you wanted to make sure that the name of your training director always appears immediately beneath his or her signature, regardless of how other text wraps, you should make sure your director's name appears on the background image rather than as part of the static text you input onto the template.

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