Completion Certificates

Learn how to enable and access completion certificates for finished subjects.

Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Completion certificates can be used as symbols of achievement and recognition for the hard work your teammates are putting into mastering their training. Showcase your team's diligence and maintain proof of industry standards by enabling this feature.

πŸ‘‰ Before you start:

  • All plans have access to the completion certificate feature.

  • All permission levels have access to obtain their individual completion certificates, but only Billing Admins, Admins, and Managers (for Manager's direct reports) can access other teammates' completion certificates.

  • πŸ“ Please note: After a team member completes a subject with a completion certificate enabled on it, they'll be emailed a PDF copy automatically and can also access these copies again at any time from their My desk page. πŸ“©

To enable completion certificates on your account:

  1. Expand the "Account" options from the left-hand navigation menu.

  2. Choose "Settings."

  3. Scroll down to the "Advanced settings" section and click the drop-down arrow to expand all the setting choices (if applicable.)

  4. Make sure the "Enable beta features" toggle is turned ON, then push the toggle setting for the "Completion certificates" to the ON position to enable this feature.

To turn on completion certificates for a specific subject:

  1. Navigate to your subject by clicking on the page where your subject is housed from the left-hand navigation bar (either Company, Policies, or Processes.)

  2. Open your preferred subject.

  3. Click on the three dots from the top right-hand side of the subject page.

  4. Choose "Edit Subject" from the drop-down menu.

  5. Check the box for "Award certificates upon completion?" under the "Advanced subject settings" area to turn this feature on.

  6. Click "Save" to finalize.

πŸ”₯ Tip: Need to grab a specific teammate's completion certificate? Click on the arrow and follow the instructions listed below.

Admins can always access everyone's certificates, and Managers can access those teammates who report directly to them at any time. To grab one, simply...

  • Open the "Account" tab, then click the "Manage users" link from the left-hand menu options.

  • Click on the person's name to open their profile page.

  • Locate the "Subjects assigned" section of this page and hit "Manage."

  • Find the subject title in question and click on the corresponding gold badge icon; you will be directed to a PDF report page that looks like this πŸ‘‡.

  • Download or print the document as needed. πŸ“₯

Learn more about other advanced subject settings:

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