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Certificate and Evaluation Templates

Certificate and Evaluation Templates

Certificate Templates

To access templates, click on “Certificate Templates” in the left-hand navigation.

Certificate templates are used with in-house courses or exams that you build inside of the platform. Existing templates can be managed here, or new ones created. To create a new template, click the green “New Certificate Template” button at the top.

When building a certificate, you can customize it with your logo, one or two signatures, and your company information. By filling in the information and uploading the logo and signatures, you can have your own branded certificates in the platform. These can be used for any in-house course or in-house exam that you have scheduled and created within the platform. One certificate template can be used for multiple courses.

Evaluation Templates

All in-house courses in the platform must have an evaluation attached. This is not an exam; this is a way to get feedback on the course. Evaluations need at least one question. Evaluations will help you receive feedback on the course content, instructors, and more. To access evaluation templates, click on “Evaluation Templates” in the left-hand column of the dashboard.

Existing templates can be seen and managed on this screen. You can build a new evaluation by clicking on the green “New Evaluation Template” button at the top.

New Evaluation templates require a title, instructions, and at least one question. Question fields have 3 options:

  1. Required Feedback Field – An open text field that requires an answer in order to submit the evaluation.
  2. Optional Feedback Field – An open text field that does not require an answer in order to submit the evaluation.
  3. Multiple Choice – Multiple choice questions are required in order to submit the evaluation.

After all of the desired questions have been added to the template, click the “Save” button. This template can now be used for courses built inside the platform. One template can be used for multiple courses.

If you need additional assistance, contact your Client Manager or call us at 1-877-458-9498