How to Manage the Certifications and Retraining App

Discover how to create a certification program quickly and easily.

Last Updated

December 5th, 2016

Reading Time

4 min

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Introduction

The Training and Re-Certification allows you to create a certification program quickly and easily. Docebo allows you to create training certifications that 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, learning plans, or approved external activities.

With this new app you will be able to extend your Docebo LMS further and do the following:

  • Create a list of certifications that you want to track in your company.
  • Assign a certification to be awarded at the completion of any of the following: e-learning courses, ILT courses, webinars, learning plans, and external activities.
  • Notify learners about the need for ‘retraining’ in advance, with fully customizable notifications in over 31 different languages.

One of the main advantages of our approach with this new feature is the separation of the certification from the course/ activity/ learning plan(s) that trigger it, allowing for much greater flexibility in the management of the certification process. This flexibility enables your learners to retain any certification without having to retake the same course over and over again, especially now that the certification credentials are continuously maintained and tracked by the system.

This app is only available for the platform version 6.6 or higher.

Activating the App

Log into your Docebo platform as Superadmin and select the APPS & Features option from the sidebar.

APPS and Features

 

The Docebo APPs are divided into five areas:

  • My APPs: all the APPs that you have already activated;
  • Single Sign On: all the APPs that activate a Single Sign On in combination with other software;
  • Additional features: all the APPs through which you can add functionalities to your platform;
  • Third party integrations: all the APPs that integrate your platform with third party software;
  • Web conferencing: all the APPs that integrate the LMS with Web conferencing software.

You can also filter and choose APPS from a select area, either only the free APPs, or only the APPs available for a fee.

Note that during your trial period you can try all the APPs for free.

In order to activate the Certifications & Retraining App, select the Additional Features tab.

Additional features

Choose the Certifications & Retraining  App and select the TRY IT FOR FREE button.

TRY IT FOR FREE

Read the information and Select  START FREE TRIAL.

START FREE TRIAL

If you are currently operating in a trial platform the system will show this message:

TRY IT FOR FREE

Select again the TRY IT FOR FREE button. The APP has now been added to My APPS.

Managing the App

Once the APP is activated, you can access the settings by clicking on the Admin button, and selecting Certifications & Retraining from the APPs and Features area.

Certifications and Retraining menu

From this page, 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.

Step 1: Creating a Certification

Select the New certification button.

New certification

Fill the form with the Name of the certification (remember, this is a mandatory field), and write a short Description.

Name and description

Decide when the certification expires by entering the number and then selecting the time unit from the drop down menu.

Expiration

If you insert “zero”, 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 relevant check box (see below).

Retake courses

Please note that if you choose this option, all information related to previous completions will be lost once the certification expires.

Step 2: Assigning Courses to Certifications

Choose which course/s or learning plan/s a user has to complete in order to achieve the certification.

Select the Menu Icon, as shown in the picture below.

Menu Icon

Now select Assign items

Assign Items

Choose the course/s or the learning plan/s you want to assign to this certification and select CONFIRM.

Choose course or learning plan

Please note that if you choose more than one course, the certification will be issued when one of the courses is completed, not all of the assigned courses. You can also assign a course to a certification directly by managing the advanced settings of the course. To perform this operation, access the course you want to manage, select the Manage Course menu and choose Settings.

Now select the Retraining tab and choose the certification you want from the dropdown menu. Select SAVE CHANGES to complete the operation.

Course settings

Step 3: Notifying Users about Certification Expiration

What happens when a certification expires? You can set a notification template to alert users about the expiration of a certification. Access the Notifications area, and create a new notification by selecting the related notification from the Event drop down menu. Create an email text and insert the renew link tag.

Notification

Users have to select this link to see how to renew the certification. Select NEXT to proceed and decide when you want to send the email to your users. In order to send the notice in advance, select the option “before the event”, and choose the relevant time setting. This way, users can renew the certification before it expires.

Schedule notification

Complete the notification settings by choosing the recipients’ branch/group.

Check out our manual to learn more about the Notification app.

Checking the Status of a Certification

Users can check the status of their certifications by accessing the My activities area and choosing the related tab.

Certification

Click the Renew link to learn ho to renew the certification.

Renew link

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