Generating Custom Certificates

You can generate custom certificates for training that wasn't completed through the PD Edge system, such as external workshops, conference sessions, or manual training activities.

When to Use Custom Certificates

Custom certificates are useful for:

• External professional development activities
• Conference attendance
• Workshop completion outside the system
• Manual training recognition
• Adding external credentials to user transcripts

Role Requirements

System Administrators and Organization Administrators can generate custom certificates for users in their organization.

Accessing Certificate Creation

1. Navigate to System Admin → Learn → Certificates
2. Click Generate Custom Certificate

The certificate creation interface allows you to enter custom training details that will appear on the generated certificate.

Entering Training Information

Required Fields

Complete the following required information:

1. Recipient: Select the user who will receive the certificate
2. Training Title: Enter the name of the training or activity
3. Completion Date: Set when the training was completed
4. Duration: Specify training length (in hours)

Optional Details

You can also include:

• Training Provider: Organization or presenter name
• Location: Where the training took place
• Description: Additional details about the training content
• CEU Credits: Continuing education units earned (if applicable)

Certificate Template Options

The system provides several certificate templates:

• Standard Certificate: Basic completion certificate
• CEU Certificate: Includes continuing education credit information
• Conference Certificate: Formatted for conference attendance
• Workshop Certificate: Designed for workshop completion

Select the template that best matches your training type.

Adding to Transcripts

When you generate a custom certificate:

1. The certificate is automatically added to the recipient's transcript
2. The training appears in their My Transcripts section
3. The activity is included in all transcript reports
4. CEU credits (if entered) are calculated in their total

Completing the Process

1. Review all entered information for accuracy
2. Select the appropriate certificate template
3. Click Generate Certificate
4. The system creates the certificate and notifies the recipient

The recipient will receive an email notification with their certificate attachment and can access it through their My Transcripts page.

Managing Custom Certificates

Generated certificates appear in the certificates management list where you can:

• View certificate details
• Regenerate certificates if needed
• Update recipient information
• Track certificate distribution

Custom certificates integrate seamlessly with the standard transcript and reporting system, providing a complete record of all professional development activities.