Training Certifications

Overview

Zift PRM Training provides all the tools needed to create and deliver a comprehensive training program to internal staff, partners, and the public. Zift Training software can support either virtual or classroom training and allows both directed and on-demand training.

Certifications are Directed Training programs that confer a certificate of personal qualification once a pre-registered user has successfully completed the mandatory Modules. Certifications are a mechanism to encourage individual users to maintain or increase the knowledge and skills they need to fully engage with your Partner Program.

Certifications are flexible and support:

• Time-bound or indefinite validity: Each certification can be set to expire after a set time, encouraging users to keep their knowledge current. Alternatively, you can set them to be a permanent achievement.
• Update options: Help Partners remain current with new products or offers by offering Courses to update their Certifications.
• Integration with the Activity Scoring schemes: granting users and organizations points according to the number of certifications their users hold.

 Contents

• How to Create Training Certifications
• How to Create Certification Rules
• How to Modify the Appearance of a Training Certificate

Before You Begin 

Log into PRM Admin with eLearningTask Level 1 rights or greater. 

How to Create Certifications

Certifications are created first in the primary language. You can create Translations for the Title and Description fields by reopening the Certification editing. Click on the T beside the item to access the Translation dialogue.

1. Navigate to Training > Certifications.
2. Click Add.
3. Provide the following values:

   Table 1. Certification Definition Parameters

   Label	Type	Description
   SpecializationID	Auto-generated value	This will be the unique identifier for this Certification. The number will be generated when you click Save.
   Code	Text	A short code to help you identify this Certification.
   Title	Text	Title of the Certification to be displayed on the Portal. This can be translated into multiple languages but the value entered here will be the default title displayed.
   Description	Text	[Optional] Description of the Certification that will be displayed on the Portal. Can be translated into multiple languages. This can be translated into multiple languages but the value entered here will be the default title displayed.
   Training Program	Drop-down List	Assign the Certification to a specific Training Program. By default, it will be assigned to all.
   Certification Type	Drop-down List	Assign the Certification to a specific group of Certifications. This is useful for targeting different kinds of learners.
   Duration (in months)	Number	The number of months that users have to complete the Certification.
   Validity	Number	The number of months the Certification will be valid after completion.
   Country	Drop-down List	Country or region where the Certification is valid. The country options are managed through the Configure > Data settings.
   Social Updates	Radio Button	[Optional] Send a message to the social channel to announce the Certification.
   Sort Order	Drop-down List	[Optional] Rank of this Certification in a list of Certifications. All Certifications with the same Sort Order value will be displayed alphabetically.
   Potential Prerequisites	Drop-down List	[Optional] List any certifications that a user should have completed before they begin this certification.
4. Click Save. Now create Certification Rules to define this certification. 

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How to Create Certification Rules

Certifications allow individuals to demonstrate proficiency with your products or services. Once you have created a Certification, you must add Rules which are the requirements that a user must meet to obtain the Certification.

This procedure assumes that you have previously created a Certification and closed the Screen.

1. Navigate to Training > Certifications.
2. Click on the Certification Title of the desired Certification to open the details screen.
3. Scroll down to the Add New Rule section.
4. Provide the following information:

   Table 1. Certification Rule Parameters

   Label	Type	Description
   Module Set	Drop-down List	The Module that is required learning for this Certification.
   Number of Modules to Pass	Text	Out of the Modules in the selected Module Set, how many must the user pass to qualify for this Certificate?
   Study Period	Text	Maximum number of months between registration and passing the Certification.
   Rule Order	Drop-down List	Enforces and order in which each Certification Rule must be passed to achieve the Certification. If a specified order is not required, choose the value N/A.
   Rule Type	Drop-down List	Specify whether this rule applies to : Standard: users who are following the standard progression of this Certification. Update: users who are updating their certification. Retest: users who have previously failed this Module and are making another attempt.
   Activation Date	Calendar Selector	Date on which this Rule becomes active (can be in future). Content Editors can view the Certification on the portal ahead of Activation Date by using the Control Content link to set the Portal Date to a future date.

5. Click Add to add another rule or Save to exit the Certification editing Screen.

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How to Modify the Appearance of Training Certificates

When you change a logo, company colors or a well-know phrase associated with your company, this change must be filtered through to all documentation. This also applies if you want to improve the look of your company Certificates. 

1. Navigate to Portal and CMS > Content Manager.
   
   
2. Search for the Certificate pages.
   
   
3. Click on the page to access the page information.
   
   
4. Use the text area to add/modify the styling, graphics etc. of the certificate with HTML.
5. Click Save in the top right corner of the screen to save and apply the styling to the certificate.

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Related Topics

• Video: Build Training Certificates
• Video: How to Upload Training Courseware
• Administration: Reports
• Training RelayTags
• Training RELAY_ELEARNING_PERSON_CERTIFICATES Relaytag