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Workshops
In this section you can create as many different Badges and Certificates you need for your Employees whom will be tracked at the Training Courses. And for convenience with our mobile AccuTraining app we even have a QR Labels section to make scanning with your mobile devices camera a breeze.
Badges
The Badges section is a really great tool to generate professional looking badges that can be used to scan Employees in and out of Training Courses using either a barcode reader/PC or the AccuTraining app's built-in camera functions available in the Apple Store.
Badge Templates
This section allows you to create completely custom badges using either our templates or your own imagination. Now you can even create a different design for different Employee Groups!
Create Badge Template
To get started simply click the Create Badge Template button at the top of the Badge Templates screen. Then complete the following steps:
- Give the Badge Template a Name that will show up when seeing them in the Badge Template list.
- Give the Badge Template a brief Description of the group of Employees this badge is designed for so you will know when seeing them in the Badge Template screen.
- Now either Save this information only by clicking the Save button OR Save and Design this template by clicking the Save and Design button. Now please skip to the Design heading for more.
Modify Badge Template
To edit a Badge Template simply click the blue highlighted title of the Badge Template. Here you'll be able to rename and/or change the description.
Delete Badge Template
Simply click the Delete link on the far right-side of the Badge Template while viewing the list of Badge Templates and confirm the deletion on the popup window.
More Options
Notice on the right-side of each badge template you have the ability to do the following:
- Design - This brings up the Design screen.
- Print - This brings up the Print Options screen.
- Email - This brings up the Email Options screen.
- Delete - This allows you to delete this Badge Template.
Design
This is where you can fully customize your Users badges or just choose from several preset templates.
On this screen you can design the badges for your Users. Using the following sections:
Toolbox
- Add Text: Create a box where you can enter text.
- Add Image: To add images to canvas the certificate.
- Add Barcode: This allows you to add either QR or 39 barcodes to your badges.
- Select Control This is used to select a part of the badge you want to edit. A dropdown list shows all the elements that make up your badge.
- Canvas Properties
- Background Color: Select the color you want your background. Click on the white box, and it will display a picture with all the colors you can change it.
- Background Image
- View Image: It will open a new window showing the image of the badge created.
- Change: You can upload an image that resides on your computer.
- None: Removes any background image upload.
Keywords
You can use the following keywords in any text box:
All Users Info:
- $FullName$ Displays the full name of the User.
- $FirstName$: Displays the first name of the User.
- $MiddleName$: Displays the middle name of the User.
- $LastName$: Displays the last name of the User.
- $Email$: Displays the email of the User.
- $Account$ Displays the name of the Account.
- $Date$ Displays the date of the Training.
Users with attendance
- $Events$: This displays the Training Courses the Employee is registered to.
Print Badges
This section allows you to print your Badges you have designed in the AccuTraining software. You have many options as far as what User Role, which Badge Template, and even for only certain individuals or all of the Users that you want to print the Badges.
As an Administrator, you may want to directly download the Badges to print out and then hand out to the Employees.
- First select a Badge Template.
- Select whether to print the Badges for all or those only with attendance.
- Now set what Badges you want to print.
- All badges
- Only modified after badges were printed last time
- Only modified after: (MM/DD/YYYY H:MM AM/PM)
- Now filter based on the User Role. This can either be a default User Role (Admin, Operator, or Employee) or a custom User Role you created. More info about custom User Roles here.
- Now select whether to print only individual Badges or all Badges and then click the Generate button. Wait until AccuTraining generates your Badges and the bottom section of the screen shows the message Your badges are ready, click on View badges to download.
A confirmation screen will show at the bottom of the screen and click the View Badges to print them out.
Email Badges
Now you can even Email the Badges out to your Employees so they can have them printed and ready to go when they arrive for training! This allows you to easily email all the badges in PDF format to the users.
As this is intended for emailing the Badges, each one is placed in a different file. If you want all the badges in a single file, use the Print Badges option instead. In both cases, depending on the size of your account, it might take several minutes to complete.
Once the badges are generated, you will be able to review the badges before sending them. Here is what steps you do in order to generate the emails:
- Select a badge template from the list of badges you designed.
- Select the group of Employees the badges are to be emailed.
- All Employees
- Only Employees with Attendance
- Set what badges do you want to email?
- All badges
- Only modified after:
- Filter badges by user role - Set this for users with a particular User Role
- Now choose to Email badges for all or specific user(s).
- All badges
- Only badges for specific user(s)
- Click the Email button to review the badges.
- Finally after reviewing and writing the email message to be sent click the Email Badges button.
Certificates
The Certificates section is a really great tool to generate professional looking Certificates that can printed or sent to Employees who complete Training Courses and/or Training Plans. Since you can completely customize as many Certificates as you want these can be customized for different completion levels or types.
Certificate Templates
This section allows you to create completely custom Certificates using either our templates or your own imagination. Now you can even create a different design for different completion levels and/or types!
Create Certificate Template
To get started simply click the Create Certificate Template button at the top of the Certificate Templates screen. Then complete the following steps:
- Give the Certificate Template a Name that will show up when seeing them in the Certificate Template list.
- Give the Certificate Template a brief Description of the group of Employees or reason this Certificate is designed for so you will know when seeing them in the Certificate Template screen.
- Now either Save this information only by clicking the Save button OR Save and Design this template by clicking the Save and Design button. Now please skip to the Design heading for more.
Modify Certificate Template
To edit a Certificate Template simply click the blue highlighted title of the Certificate Template. Here you'll be able to rename and/or change the description.
Delete Certificate Template
Simply click the Delete link on the far right-side of the Certificate Template while viewing the list of Certificate Templates and confirm the deletion on the popup window.
More Options
Notice on the right-side of each Certificate template you have the ability to do the following:
- Design - This brings up the Design screen.
- Print - This brings up the Print Options screen.
- Email - This brings up the Email Options screen.
- Delete - This allows you to delete this Certificate Template.
Design
This is where you can fully customize your Users Certificates or just choose from several preset templates.
On this screen you can design the Certificates for your Users. Using the following sections:
Toolbox
- Add Text: Create a box where you can enter text.
- Add Image: To add images to canvas the certificate.
- Add Barcode: This allows you to add either QR or 39 barcodes to your Certificates.
- Select Control This is used to select a part of the Certificate you want to edit. A dropdown list shows all the elements that make up your Certificate.
- Canvas Properties
- Background Color: Select the color you want your background. Click on the white box, and it will display a picture with all the colors you can change it.
- Background Image
- View Image: It will open a new window showing the image of the Certificate created.
- Change: You can upload an image that resides on your computer.
- None: Removes any background image upload.
Keywords
You can use the following keywords in any text box:
All Users Info:
- $FullName$ Displays the full name of the User.
- $FirstName$: Displays the first name of the User.
- $MiddleName$: Displays the middle name of the User.
- $LastName$: Displays the last name of the User.
- $Email$: Displays the email of the User.
- $Account$ Displays the name of the Account.
- $Date$ Displays the date of the Training.
Users with attendance
- $Events$: This displays the Training Courses the Employee is registered to.
Print Certificates
This section allows you to print your Certificates you have designed in the AccuTraining software. As well you have many options as far who you want to print the Certificates for in this section.
This section allows you to print your Certificates you have designed in the AccuTraining software. You have many options as far as what User Role, which Certificate Template, and even for only certain individuals or all of the Users that you want to print the Certificates.
As an Administrator, you may want to directly download the Certificates to print out and then hand out to the Employees.
- First select a Certificate Template.
- Select whether to print the Certificates for all or those only with attendance.
- Now set what Certificates you want to print.
- All Certificates
- Only modified after Certificates were printed last time
- Only modified after: (MM/DD/YYYY H:MM AM/PM)
- Now filter based on the User Role. This can either be a default User Role (Admin, Operator, or Employee) or a custom User Role you created. More info about custom User Roles here.
- Now select whether to print only individual Certificates or all Certificates and then click the Generate button. Wait until AccuTraining generates your Certificates and the bottom section of the screen shows the message Your Certificates are ready, click on View Certificates to download.
A confirmation screen will show at the bottom of the screen and click the View Certificates to print them out.
Email Certificates
Now you can even Email the Certificates out to your Employees so they store these electronically if needed and/or print them for their wall!
As this is intended for emailing the Certificates, each one is placed in a different file. If you want all the Certificates in a single file, use the Print Certificates option instead. In both cases, depending on the size of your account, it might take several minutes to complete.
Once the Certificates are generated, you will be able to review the Certificates before sending them. Here is what steps you do in order to generate the emails:
- Select a Certificate template from the list of Certificates you designed.
- Select the group of Employees the Certificates are to be emailed.
- All Employees
- Only Employees with Attendance
- Set what Certificates do you want to email?
- All Certificates
- Only modified after:
- Filter Certificates by user role - Set this for users with a particular User Role
- Now choose to Email Certificates for all or specific user(s).
- All Certificates
- Only Certificates for specific user(s)
- Click the Email button to review the Certificates.
- Finally after reviewing and writing the email message to be sent click the Email Certificates button.
QR Labels
This is a printable sheet of 24 QR codes on 1-1/2“ x 1-1/2” squares with the names and card numbers of each user in that Employee Group. Recommended printing with Avery® Easy Peel® White Square Labels 22805, 1-1/2" x 1-1/2", Pack of 600.
To quickly print all the Users' QR labels click the Print button. You can also filter based on individual Users or Employee Groups to get only the labels you want.
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