If you haven't prepared a self-created custom certificate template, please first follow this article to get it ready. This article will show you how to upload the certificate template to CN and issue it to your members. Please note that this feature is only available to institutions that have purchased this advanced feature. Contact the CN Team if your institution hopes to access this feature.
Manually CSV Issue Certificate
STEP1: Head into CN Channel, select the “Badges, Certificates and Transcripts” tab from the left-hand menu, and select "Certificates".
STEP2: Click on “Create/Issue Certificates from Template”, then select “Create Certificate from Template”. Select the radio button that corresponds with your choice, in this case, we will choose “Use Self-Created Template”.
STEP3: Select “Upload Certificate” and upload your prepared certificate PDF file.
STEP4: Make sure that there is a name for the certificate as CN will not let you continue without adding a name. Once you have uploaded your certificate and added a name to the “Certificate Name” box, you can now press “Save” to confirm.
STEP5: Now, you have successfully uploaded a self-created custom certificate. It is ready to be awarded manually.
STEP6: Prepare a CSV file that provides data for each recipient on identified fields. An example of the CSV file with all possible fields entered looks like below.
Note, 1. the field titles must be exactly the same as in the example. 2. Not all fields entered in the .csv below are required, but Email Address is a must-have to identify users.
STEP7: Once you have prepared your CSV file, look for the trophy icon to the right side of the certificate that you would like to award. Click the trophy Icon to continue!
STEP8: At this stage, you now need to import the CSV file to CN. Drag the CSV file you have prepared or click "browse" to find the file on your computer.
STEP9: Make note of the file name you would like to use to award the certificate by confirming the name matches with your desired file. If the file name matches with the desired file for administering the certificate, simply press the blue "Next" button to continue.
STEP10: At this stage, you want to make sure that every identified PDF form field is showing, if you spelled "Message" as "message" for example, that field would not show here. Please double-check your spelling and capitalization on the of the fields as they are case-sensitive. Click the blue "Confirm" button if the data looks as it should!
STEP11: That's it! You have successfully issued your self-created custom certificate. Please refresh your page and refer back to the issued certificate section and "RECIPIENTS" should be updated with the total number of certificates that were issued.
Automatically Issue Certificate
Set up Auto-Awarded Certificate
Again, If you haven't prepared a self-created custom certificate template, please first follow this article to get it ready.
The process is very similar to manually issuing your certificate but let's continue!
STEP1: Head into CN Channel, select the “Badges, Certificates and Transcripts” tab from the left-hand menu, and select "Certificates".
STEP2: Click on “Manage Auto-Awarded Certificates”.
Then select “Create New Certificate”.
Select the radio button that corresponds with your choice, in this case we will choose “Use Self-Created Template”.
STEP3: From here on out the steps are the same as STEP3 through STEP5 above of Manually CSV Issue Certificate! To issue a certificate as an auto-awarded certificate the course instructor will need to do the following:
Set up Course Completion Certificate in Courses
For Pathway Courses
STEP1: Click the blue gear icon next to the Course Completion activity, then click "Edit Rewards".
STEP2: You will see a pop-up box that has details about the course rewards. To make sure that your newly created certificate is issued when the course is completed, make sure the checkbox titled "Award Course Completion Certificate once learner has completed the course." is checked. Then choose the desired certificate from the drop down. Once you have selected the certificate, you may preview the template or click the blue "Save" button to save the settings. There you go! You have set up an Auto-Awarded custom certificate! Once students complete the course, the certificate will be automatically issued to the Documents section of their CN ePortfolio.
For Classic Courses
STEP1: Click the gray gear icon next to the the course name at the top, then click "Course Completion Settings".
STEP2: Click the blue "Set Completion Rewards" button.
STEP3: Similarly, to make sure that your newly created certificate is issued when the course is completed, make sure the checkbox titled "Award Course Completion Certificate once learner has completed the course." is checked. Then choose the desired certificate from the drop down. Once you have selected the certificate, you may preview the template or click the blue "Save" button to save the settings. There you go! You have set up an Auto-Awarded custom certificate!
Once students complete the course, the certificate will be automatically issued to the Documents section of their CN ePortfolio.
You should see this under "Completion Rewards" now.
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