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conferencetracker:2:administrator:manual:certificates [2019/11/07 14:57] – [Print the Certificates] asher | conferencetracker:2:administrator:manual:certificates [2022/10/05 11:33] (current) – [Certificates] garrett | ||
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{{conferencetracker: | {{conferencetracker: | ||
- | ===== Certificates ===== | + | [[..manual|Back to Table of Contents]] | Previous: [[.surveys|Surveys]] | Next: [[.transcripts|CEU Reports]] |
- | {{ : | + | ---- |
- | In the Certificates section, you can design Certificates of Attendance for your attendees. The Certificates of Attendance are a summarized report of each session an attendee successfully attended and earned credits | + | ====== Certificates |
- | * **Manage | + | {{ : |
- | * **Print Certificates** - This section allows you to generate your Certificates in a single PDF file in order to get them printed. | + | In the Certificates section, you can design Certificates of Attendance for your attendees. The Certificates of Attendance are a summarized report of each session an attendee successfully attended and earned credits. These Certificates are highly |
- | * **Email Certificates** - This section allows you to generate | + | * **Design |
+ | * **Print Certificates** - This section allows you to generate your Certificates in a single PDF file to get them printed. | ||
+ | * Certificates per Group | ||
+ | * Certificates | ||
+ | * Certificates | ||
+ | * Exclude Attendees with no credit earned | ||
+ | * Only give session credits to attendees who have completed its evaluation survey | ||
+ | * **Email Certificates** - This section allows you to generate | ||
| | ||
- | ==== Manage | + | ===== Design |
- | You' | + | In this section, you'll see a list of all the certificate designs you've created. You can create as many certificate designs as you'd like. To design a new certificate, |
These options will appear on the right side of your certificates once you have created at least one: | These options will appear on the right side of your certificates once you have created at least one: | ||
- | * **Design**: This will take you to the certificate designer for the certificate. If this is your first time designing a certificate, | + | * **Design**: This will take you to the certificate designer for the certificate. If this is your first time designing a certificate, |
- | * **Print**: This will take you to the printing page with the specific | + | * **Copy**: This allows you to clone the certificate |
- | * **Email**: This will take you to the email page with the specific | + | * **Print**: This will take you to the print options to select from your certificate |
+ | * **Email**: This will take you to the email option using your certificate | ||
* **Delete**: This will remove the certificate from the list. | * **Delete**: This will remove the certificate from the list. | ||
- | ==== Design Your Certificate ==== | + | ===== Design Your Certificate |
- | This is where you can fully customize your Attendees certificates or just choose from several preset templates. When you first press the blue Create button to create a new certificate, | + | This is where you can fully customize your Attendees' |
- | Once you have picked a starting template, you will be taken to the Certificate Designer page. You will see a few different sections on this page, but your main work area will be the Design your Certificate, | + | Once you have picked a starting template, you will be taken to the **Certificate Designer page**. You will see a few different sections on this page, but your main work area will be the Design your Certificate, |
- | ===Toolbox=== | + | ====Toolbox==== |
{{ : | {{ : | ||
The next section we will be covering will be the Toolbox, which appears on the right of the Certificate Designer. The toolbox allows you to add fields and images to your Certificate. You will be able to add: | The next section we will be covering will be the Toolbox, which appears on the right of the Certificate Designer. The toolbox allows you to add fields and images to your Certificate. You will be able to add: | ||
* **Text:** Create a box in your certificate where you can enter text. You can also use keywords on these textboxes to pull data from your account. (More information about keywords can be found below.) | * **Text:** Create a box in your certificate where you can enter text. You can also use keywords on these textboxes to pull data from your account. (More information about keywords can be found below.) | ||
- | * **Image:** This will allow you to insert an image to your certificate. | + | * **Image:** This will allow you to insert an image into your certificate. |
* **User Photo:** This will add a user's profile photo. The user must have a profile photo uploaded to their account. | * **User Photo:** This will add a user's profile photo. The user must have a profile photo uploaded to their account. | ||
- | There are 4 options you can do when you have any of the above items (images, | + | There are 4 options you can do when you have any of the above items (images, |
- | * **Move:** To do this click anywhere on the item. Once it has the focus click and drag it anywhere on the canvas. | + | * **Move:** To do this click anywhere on the item. Once the item has the focus then you can click and drag it anywhere on the canvas. |
* **Resize:** To do this, simply click and drag on any of the edges of the field box. When you hover over any of these edges, your mouse cursor will change to an arrow shape. | * **Resize:** To do this, simply click and drag on any of the edges of the field box. When you hover over any of these edges, your mouse cursor will change to an arrow shape. | ||
* **Copy:** By clicking on any of the fields in your canvas, you will see two buttons pop up towards the right end of the field. The first button will be your Copy button. Clicking on this button will copy your chosen field box as a new field. | * **Copy:** By clicking on any of the fields in your canvas, you will see two buttons pop up towards the right end of the field. The first button will be your Copy button. Clicking on this button will copy your chosen field box as a new field. | ||
* **Remove:** By clicking on any of the fields in your canvas, you will see two icons pop up towards the right end of the field. The second button will be the red Remove button. Clicking on this button will delete your chosen field box. | * **Remove:** By clicking on any of the fields in your canvas, you will see two icons pop up towards the right end of the field. The second button will be the red Remove button. Clicking on this button will delete your chosen field box. | ||
- | As mentioned earlier, the text box field can accept different keywords | + | As mentioned earlier, the **Text** |
* //User Keywords// | * //User Keywords// | ||
* **%%$FirstName$%%**, | * **%%$FirstName$%%**, | ||
Line 46: | Line 54: | ||
* **%%$PhoneNumber$%%**, | * **%%$PhoneNumber$%%**, | ||
* **%%$UserCustomFieldN$: | * **%%$UserCustomFieldN$: | ||
- | * **%%$Workshops$:%%** Displays a list of all workshops this attendee went to at this conference. | + | * **%%$Sessions$:%%** Displays a list of all workshops this attendee went to at this conference. |
* **%%$Credits$: | * **%%$Credits$: | ||
* **%%$AttendanceMinutes$: | * **%%$AttendanceMinutes$: | ||
Line 59: | Line 67: | ||
* **DIV:** Division | * **DIV:** Division | ||
- | For example, the expression **3 + 2** would be translated to **${ SUM(3,2) $}**. You can group expressions as well, so **(4 - 2) * (3 / 3)** would be **${ MUL( SUB(4,2), DIV(3,3)) $}**. It is also possible to use keywords in combination with these expressions. The expression **${ DIV($AttendanceMinutes$, | + | For example, the expression **3 + 2** would be translated to **${ SUM(3,2) $}**. You can group expressions as well, so **(4 - 2) * (3 / 3)** would be **${ MUL( SUB(4,2), DIV(3,3)) $}**. It is also possible to use keywords in combination with these expressions. The expression **${ DIV($AttendanceMinutes$, |
After entering the expression, the textbox will display the answer to the expression on the transcript when they are printed. | After entering the expression, the textbox will display the answer to the expression on the transcript when they are printed. | ||
- | ===Certificate Settings=== | + | ====Certificate Settings==== |
Under the Toolbox section, you will find the Certificate Settings. This section includes general settings for your certificate, | Under the Toolbox section, you will find the Certificate Settings. This section includes general settings for your certificate, | ||
- | * **Size and Orientation: | + | * **Size and Orientation: |
- | * **Show Border:** This will add a border around your entire certificate. | + | * **Background Color:** This will change the color of the background of your certificate. If you have an image as your background or choose |
- | * **Background Color:** This will change the color of the background of your certificate. If you have an image as your background, or chose one of our templates, this will not change anything on your certificate. You would have to remove your background image/ | + | |
* **Background Image:** This will add a background image to your certificate. If you chose one of our templates, the background design will be a background image and will show in this setting. You can upload any image from your computer as a background image by clicking the Upload button, or you can remove any placed image by clicking the Remove button. | * **Background Image:** This will add a background image to your certificate. If you chose one of our templates, the background design will be a background image and will show in this setting. You can upload any image from your computer as a background image by clicking the Upload button, or you can remove any placed image by clicking the Remove button. | ||
- | ===Selected Control=== | + | ====Selected Control==== |
- | Under your canvas, you will see a section titled Selected Control. This section shows which field on your canvas you currently have selected. Below this section, you will see extra settings that specifically tie to your chosen field box. To change which field box you have selected, you can either click on any of the field boxes on your canvas, or choose from the drop down menu in the Selected Control section. | + | Under your canvas, you will see a section titled |
As previously mentioned, each field box has extra settings that pertain to that field only: | As previously mentioned, each field box has extra settings that pertain to that field only: | ||
* **Text Box Settings:** | * **Text Box Settings:** | ||
- | * **Text:** This setting will allow you to change what is shown in your Text Box. You can use plain text, keywords or basic operations in this setting. | + | * **Text:** This setting will allow you to change what is shown in your Text Box. You can use plain text, keywords, or basic operations in this setting. |
* **Font Size:** This will change the size of the text displayed in your Text Box. | * **Font Size:** This will change the size of the text displayed in your Text Box. | ||
* **Font:** This will change the type of font displayed in your Text Box. | * **Font:** This will change the type of font displayed in your Text Box. | ||
* **Text Alignment: | * **Text Alignment: | ||
* **Font Color:** This setting will change the color of the text displayed in your Text Box. | * **Font Color:** This setting will change the color of the text displayed in your Text Box. | ||
- | * **Background Color:** This setting will change the background color of your Text Box. You can also press the Make Transparent button below this setting | + | * **Background Color:** This setting will change the background color of your Text Box. You can also press the Make Transparent button below this setting to make the background color transparent. |
+ | * **Text Wrapping:** This allows you to change the way the text behaves with other objects. You can select between displaying the text in **Multiple Lines** or to **Shrink to Fit Size** | ||
* **Style:** With this setting, you can toggle your text to be **Bold**, //Italic//, or __Underlined__. | * **Style:** With this setting, you can toggle your text to be **Bold**, //Italic//, or __Underlined__. | ||
* **Image Settings:** | * **Image Settings:** | ||
* **Upload:** The Upload button allows you to upload an image from your computer to be used in this Image Box. | * **Upload:** The Upload button allows you to upload an image from your computer to be used in this Image Box. | ||
* **Remove:** The Remove button allows you to delete the image you have uploaded. The Image Box will remain, just the image itself will be cleared out. | * **Remove:** The Remove button allows you to delete the image you have uploaded. The Image Box will remain, just the image itself will be cleared out. | ||
- | === Finalize the design === | + | ==== Finalize the design ==== |
+ | |||
+ | Be sure to click the **<color # | ||
+ | |||
+ | ===== Set the Defaults used per Role ===== | ||
+ | This option is found on the // | ||
+ | {{ : | ||
- | Be sure to click the **Save Changes** button at the bottom of the page when done editing! | + | <note important> |
- | ==== Print Certificates ==== | + | ===== Print Certificates |
{{ : | {{ : | ||
- | Now that you have successfully created your Certificate design, you can choose to generate and print the Certificates for your Attendees. You can access this section on the left-hand Navigation Menu, under Certificates -> Print Certificates. Here, you will be presented with some general settings on how you would like to print your Certificates. They are as follows: | + | Now that you have successfully created your Certificate design, you can choose to generate and print the Certificates for your Attendees. You can access this section on the left-hand Navigation Menu, under **Certificates** -> **Print Certificates**.\\ \\ Here, you will be presented with some general settings on how you would like to print your Certificates. They are as follows: |
* The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Certificate designs. This comes in handy if you have created multiple designs for different purposes. | * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Certificate designs. This comes in handy if you have created multiple designs for different purposes. | ||
- | * After this, you will see two tabs. One is labeled All Certificates, | + | * After this, you will see two tabs. One is labeled |
- | * **All Certificates: | + | * **All Certificates: |
* **Members of Group:** This filter will allow you to only generate Certificates for members of your chosen group. | * **Members of Group:** This filter will allow you to only generate Certificates for members of your chosen group. | ||
* **Users with Roles:** This filter will allow you to only generate Certificates for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role. | * **Users with Roles:** This filter will allow you to only generate Certificates for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role. | ||
* **Users who Attended a Session:** This filter will allow you to only generate Certificates for users who attended a specific session. | * **Users who Attended a Session:** This filter will allow you to only generate Certificates for users who attended a specific session. | ||
- | * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, | + | * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, |
* **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session' | * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session' | ||
* **Note:** If you leave all of these filters blank and press the Generate button, you will generate Certificates for every single user in your Conference. | * **Note:** If you leave all of these filters blank and press the Generate button, you will generate Certificates for every single user in your Conference. | ||
* **Specific Certificates: | * **Specific Certificates: | ||
- | * Once you are done with your choices, you can click on the blue Generate button | + | * Once you are done with your choices, you can click on the blue **<color #00a2e8>Generate</ |
- | ==== E-mail Certificates ==== | + | ===== E-mail Certificates |
{{ : | {{ : | ||
- | You can also choose to email your certificates to each Attendee instead of printing them. You can access this section on the left-hand Navigation Menu, under Certificates -> Email Certificates. Here, you will see similar settings as the ones presented to you on the Print Certificates section. They are as follows: | + | You can also choose to email your certificates to each Attendee instead of printing them. You can access this section on the left-hand Navigation Menu, under //**Certificates -> Email Certificates**//. Here, you will see similar settings as the ones presented to you in the **Print Certificates** section. They are as follows: |
* The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Certificate designs. This comes in handy if you have created multiple designs for different purposes. | * The first setting you will see is the Design Picker. This drop-down menu allows you to pick any of your Certificate designs. This comes in handy if you have created multiple designs for different purposes. | ||
- | * After this, you will see two tabs. One is labeled All Certificates, | + | * After this, you will see two tabs. One is labeled |
* **All Certificates: | * **All Certificates: | ||
* **Members of Group:** This filter will allow you to only generate Certificates for members of your chosen group. | * **Members of Group:** This filter will allow you to only generate Certificates for members of your chosen group. | ||
* **Users with Roles:** This filter will allow you to only generate Certificates for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role. | * **Users with Roles:** This filter will allow you to only generate Certificates for users with your chosen role. You can also choose multiple roles. After typing your first role name and choosing it, you can continue typing to add another role. | ||
* **Users who Attended a Session:** This filter will allow you to only generate Certificates for users who attended a specific session. | * **Users who Attended a Session:** This filter will allow you to only generate Certificates for users who attended a specific session. | ||
- | * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, | + | * **Exclude Attendees with No Credits Earned:** This filter will exclude attendees who did not earn any credits, |
* **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session' | * **Only Give Credit to a Session if the Attendee Completes its Evaluation Survey:** This filter works only if you have set up Evaluation Surveys. If turned on, Attendees who have not completed a session' | ||
* **Note:** If you leave all of these filters blank and press the Generate button, you will generate Certificates for every single user in your Conference. | * **Note:** If you leave all of these filters blank and press the Generate button, you will generate Certificates for every single user in your Conference. | ||
* **Specific Certificates: | * **Specific Certificates: | ||
- | * Once you are done with your choices, you can click on the blue Generate button | + | * Once you are done with your choices, you can click on the blue **<color #00a2e8>Generate</ |
- | * Once you have generated your Certificates, | + | * Once you have generated your Certificates, |
- | * After editing your email, you can click on the Email Certificates button | + | * After editing your email, you can click on the Email Certificates button |
- | <note warning> | + | <note warning> |
---- | ---- | ||
- | [[..manual|Back to Table of Contents]] | Previous: [[.surveys|Surveys]] | Next: [[.transcripts|CEU | + | [[..manual|Back to Table of Contents]] | Previous: [[.surveys|Surveys]] | Next: [[.transcripts|CEU |