Providing a Completion Certificate for a Form

The Forms and Checklists module runs independently of iTacit’s LMS module. For this reason, completion certificates cannot be attached to a Form in the same way that they can with a Training Catalog Item (TCI). Understanding that in some cases, a completion certificate needs to be included with a Form, below are two strategies to consider.

Option 1: Attach a generic certificate to the Form itself.

Within a Form, you can include additional documentation as an attachment, including a PDF version of a generic certificate.

Approach:

In your Admin Tools, navigate to:

Menu > Library > Forms

From here, search for and select the desired Form, select the Documents tab, and the New button to attach a generic certificate.

Considerations:

It is important to note that an attachment in this area can be accessed at any time when the Form has been accessed. This means you are unable to control whether the employee completes the Form before they can access to the certificate. Further, the certificate would not be able to autofill the employee's name, nor the date that they accessed/completed the Form.

If the above is not a concern, this approach will be quickest.

Option 2: Create a Training Catalog Item with the same (or similar) name of the Form

This option will allow you to control the distribution of the certificate, and it will also be able to be auto-filled with the employee’s name, the name of the “Form” (i.e. Training Catalog Item), and date of completion. Ultimately, you create TCI will be a "shell" that you can use to create transcript completions against.

Approach:

In your Admin Tools, navigate to:

Menu > Training > Training Catalog Setup

From here, select the New button and enter the Name for the TCI. For consistency’s sake, you may configure the Name of the TCI to match the name of the Form. You may also consider including verbiage such as "FOR TRACKING PURPOSES" to indicate that this TCI is not a proper training course.

On the TCI, keep the permissions locked down so that it is not available to be accessed in the Library. Do not enable enrollment options, and do not link it to a course.

Next, add the applicable certificate within the Certificates tab. Be sure that "Allow employee to print certificate" is enabled.

Once those steps are complete, you can manually create completed transcripts against this TCI by navigating to:

Menu > Training > Transcript Manager > New > Create Transcript(s). You would then search for the TCI you created for this purpose and create completed transcripts for approved employees. Those completed transcripts would then show in each applicable employee's My Activities > Completed tab in iTacit 2.0, where they could then print the certificate.

 As far as determining who is eligible to have a completed transcript created, you could set up a completion notification on the Form to be sent to yourself (or whoever would create the transcripts) to alert you when a transcript needs to be created.

You may also consider searching in the Form Submission Manager for a status of Completed on the Form. Once you have drilled down your search terms, select the Action menu, and Export a list of the employees who have completed it and use that to inform your selection within the Transcript Manager.

Considerations:

This option is a bit more involved, but it provides greater control over how Form-related Certificates would be distributed. You will also have a track record of these completions in the Transcript Manager, in addition to having Form completion data within the Form Submission Manager.