How to Manage the Certifications and Retraining App

Discover how to create a certification program quickly and easily.

Last Updated

November 8th, 2018

Reading Time

4 min

Version

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Introduction

The Certification & Retraining app allows you to create a certification program quickly and easily. Certifications validate skill levels for various topics. Delivery and expiration policies related to the certifications can be configured according to the specific needs of your organization. Users can get the certification by completing designated courses and learning plans. This article outlines how to create and manage certifications, and how to view certifications as a learner.

This app is available for both Growth and Enterprise clients.

Activating the App

Login to your Docebo LMS as the Superadmin. Access the Admin Menu from the gear icon in the header of your platform, then select the Apps & Features item in the menu. Once you’re in this area, select the Additional Features tab in the tab menu on the left side. Then, find the app in the list and press the Activate App button. Read the description in the pop up box, then press Activate Now. The app is now active in your LMS.

certifications activate

Managing Certifications

Once the app is activated, you can manage it by accessing the Admin Menu, then pressing the Manage item in the Certifications & Retraining section. Here, you can create a new certification with a specific period of validity. After the end of this period, the certification expires, but you can still renew it if required. You can also assign courses and learning plans to certifications, so learners will earn the certification upon completing the assigned courses and learning plans.

certifications manage

Creating a Certification

To create a new certification, access the Admin Menu, then press the Manage item in the Certifications & Retraining section. At the top of the next page, press the New Certification button. In the pop up box, add a name (mandatory) as well as a code and description (both optional) for the certification.

certifications create

Then, decide when the certification expires by entering the number and then selecting the time unit from the dropdown menu. If you insert 0 into this field, the certification will never expire. You can also decide if you will allow users to retake the same course or learning plan to renew their certification by clicking the corresponding check box. Please note that if you choose this option, all information related to previous completions will be lost once the certification expires.

Assigning Courses and Learning Plans to Certifications

Once you’ve created the certification, you then need to assign courses and learning plans to the certification, so learners will earn the certification upon completing the assigned courses and learning plans. In the certification’s row on the main Certifications & Retraining page, select the item in the Assign row. On the next page, press the Assign Items button at the top.

certifications add courses

In the pop up box, flag which course and learning plans you want to assign. When finished, press Confirm. Please note that if you choose more than one course, the certification will be issued when one of the courses or learning plans is completed, not all of the assigned courses or learning plans.

You can also assign a course to a certification in the Advanced Settings area of the course. Once you’re in this area, select the Retraining tab and choose the certification from the dropdown menu. Press Save Changes when finished.

An alternative way to assign a certification to a Learning Plan is in the Learning Plan Settings page. Once you’ve navigated to Learning Plans in your platform, choose one from the list, then select Edit. In the Edit window,  select the certification from the Certifications & Retraining dropdown menu. Press Save Changes when finished.

Notifying Users about Certifications

You can notify learners when they’ve earned a certification, or when a certification that they’ve earned has expired. To do so, create a notification using the Notification app. When selecting the triggering event from the dropdown menu, select the Certification has been issued or Certification has expired notification.

For a Certification has expired notification, you should include the [renew_link] shortcode into the description body if you want learners to renew the certification. You can also set the notification to be triggered a certain amount of time (days, weeks, or hours) before the certification expiration in order to give learners time to renew the certification in advance.

Checking the Status of a Certification as a Learner

Learner can check the status of their certifications by accessing the My Activities area of their platforms, then reaching the Certification tab. Here, users can see a list of all of the certifications that they’ve earned, and they can press the Renew Now link in a certification’s row to learn to renew it. For each certification, they can view the certification title, code, description, date that it was issued to them, date of expiration and number of days in which it should be renewed (if applicable).

certifications learner

Please Note: If users do not press the Renew Now link from My Activities area or from a certification expiration notification, the certification will not renew.

Important Notes

Please keep in mind the following information when working with certifications in your platform:

  • Deleting the certification will remove it from a learner’s history
  • Disassociating a course from the certification will also remove the certification from the learner’s history.