Prerequisites

• Previously created category with the "Training" control allowed.
• SoftExpert Training among the solutions acquired by your organization.
• SoftExpert Document among the solutions acquired by your organization.
• Access to the Configuration > Document > Template (DC039) menu.
• Access to the Configuration > Document > Metadata export (DC052) menu.
• Access to the Configuration > Document > Category (DC043) menu.
• Access to the File > Training configuration (TR003) menu.
• Access to the Execution > Training execution (TR009) menu.

Introduction

Once a training is finished, it is possible to issue certificates in order to proof its completion by an employee.

SoftExpert Training issues a standard certificate, which has basic information concerning the instructor or participant, the training, its dates of completion, etc.

SoftExpert Document allows for generating certificates. To do so, it uses templates associated with document categories. 

Templates are documents that serve as a reference; for this reason, they are copied every new revision, which allows for issuing certificates for different employees. In order for data such as course name, participant, and instructor to be inputted automatically, it is important to configure a metadata export associated with the template in the category used.

See how to issue the two types of certificate below:

Generating a standard SoftExpert Training certificate

1. Access the File > Training configuration (TR003) menu.

2. Select the desired record and click on the button.

3. On the screen that will open, go to the Certificate section. 

4. Enable the Participant or Instructor field.

5. In the Type field, select the Standard option in the Participant or Instructor column of the respective enabled fields.

6. Finally, click on Save and exit.

7. Now, the trainings created with this training configuration will have a standard SoftExpert Training certificate.

To issue the standard certificate, follow the steps below:

1. Access the Execution > Training execution (TR009) menu.

2. Select a training under execution and click on the button.

3. To generate a certificate for the instructor, go to the Instructor section and select the instructor. 

4. Finally, click on the side toolbar button.

5. In the Participant tab, select the participant and click on the side toolbar button to issue the participant's certificate.

Generating a SoftExpert Document certificate

Watch the video to learn how to generate a SoftExpert Document training certificate.

Conclusion

Thus, the certificate can be generated for the participants or instructors of a training.