Issue a certificate

There are three ways to issue a certificate: one at a time from the registry, from a trainee's course completion, or for many people at once from a trainee group or a training. If the assignment has a registry type, each certificate gets the next number in that registry. Every certificate lands in the Certificate registry.

Available to organization Admins. You need at least one enabled certificate assignment.

Issue certificates for a group or a training

This is the quickest way when a whole group has finished a course.

1. 1Open a group in Trainees → Trainee groups or a training in Trainings → Training schedule. Cards and rows show how many certificates are still to issue.
2. 2Click Issue certificates. In a group you then choose the training.
3. 3Check the Certificate template and the Issue date (today by default).
4. 4In the list of recipients, untick anyone who should not get a certificate now. Only people who completed the training and do not have a certificate yet are listed.
5. 5Click the button with the number of certificates, for example Issue 4 certificates.
6. 6Click Download PDF pack. This step also creates the PDFs and digitally signs the certificates. Then click Done.

You can also tick selected people in a group's table or on a training's Participants tab and click Issue certificates there. More about groups and trainings: Trainee groups and Training schedule.

Issue a certificate from a course completion

1. 1Open Trainings → Completions.
2. 2Find the trainee's completion and open the Actions menu.
3. 3Click Generate certificate.
4. 4Select the assignment for that course and check the data taken from the completion.
5. 5Fill in missing dates or notes and click Issue certificate.

If a certificate was already issued for that completion, the action is unavailable and shows the existing certificate number.

Issue a certificate manually

Use this for training delivered outside Skillsive. It needs an assignment Without course.

1. 1Open the Certificate registry.
2. 2Click Issue certificate.
3. 3Select the Assignment (standalone) and the Trainee.
4. 4Check the certificate title and recipient name, and set the issue date, training dates, validity and notes.
5. 5If the form shows Recipient signature, let the trainee sign now or leave it for later.
6. 6Click Issue certificate.

What happens after issuing

• Issued one at a time (from the registry or a completion): the PDF is created straight away. If the template has no trainee signature field, the certificate is digitally signed right away.
• Issued in bulk: the PDFs are created and the certificates signed when you click Download PDF pack.
• If the template has a trainee signature field, the certificate waits for that signature and is signed once the trainee has signed. See How trainee signature works.

In the registry you can then download the PDF, open the verification page or void the certificate. See Work with the certificate registry.

FAQ

Why is someone missing from the bulk recipients list?

They have not completed the training yet, or they already have a certificate from it. Each person gets one certificate per training.

Can I change the issue date?

Yes. Set the Issue date before issuing. The validity is counted according to the assignment's validity rule.

I issued a certificate with a mistake. What now?

Void it in the registry with a reason, then issue a new one. The voided certificate stays in the registry with its reason, so the history is clear.

Related articles

• Trainee groups
• Training schedule
• How trainee signature works
• Work with the certificate registry