View Certificate

The Certificate feature allows employees and managers to view a document that certifies a completed task. The System Owner decides which tasks include a certificate—these are usually tasks of significant importance. Once a task has been completed, the certificate can be viewed, saved as an electronic file, or printed out to be displayed or archived.

Viewing a Certificate as a Learner

You can see if a task has a certificate by right-clicking on a task from the My Job tree or from the context view. If you see View Certificate in the menu, the task includes a certificate. Click on this option to view your certificate. The View Certificate option is grayed out until a task is completed.

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You can also see if a task has a certificate by clicking on a task in the My Job tree or double-clicking a task in the context view. This will reveal a toolbar in the lower-right corner of the context view. If the task has a certificate, a View Certificate icon appears. Click on the icon to view the certificate. This icon is grayed out if the task has not been completed.

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Your certificate, displaying your name, the task title, and date of completion, appears in the Crystal Reports Viewer. From here you can export or print your certificate.

 

Viewing a Certificate as a Supervisor or Operational Administrator

A Supervisor or Operational Administrator can view an employee's Certificate by right-clicking on a Task in the Assigned Learning Context View. A menu appears; if the task has a Certificate, the View Certificate option is available. This option is grayed out if the employee has not completed the Task.

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The employee's certificate is displayed in the Crystal Reports Viewer. From here it can be exported or printed.

 

Exporting and Printing a Certificate

A Certificate is viewed in the Crystal Reports Viewer and can be exported or printed.

i_export_crv.png Click on the Export icon to save a Certificate in a variety of formats.

i_print_crv.png Click on the Print icon to print a Certificate (useful for display or archival purposes).

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Note: Only a System Owner can edit a Certificate Template.