Manage Certificates

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Access Manage Certificate

To access Manage Certificates follow the steps below:

  1. From the left-hand navigation pane, click on the Manage Certificate link.
  2. Click on the Courses tab to view the status of certificates for individual courses.
  3. Click on the Learning Plan to view the status of certificates for learning plans.

Manage Certificate for Courses

To retrieve certificate details and perform related actions, follow the steps below:

  1. Navigate to the Manage Certificates > Courses tab and apply the following filters, if required.
    1. Study Name/Number
    2. Training Groups
    3. Users
    4. Courses
    5. Sites
    6. User Status
    7. eTMF status
    8. Certificate Status
    9. Issue Date
  2. Click on the Apply button.

  3. Based on the criteria applied, the results will be displayed accordingly.

  4. Select the users by clicking on their respective checkboxes and perform the following actions.
    1. Download Certificate
      1. Click on the Download Certificate option.
      2. A ZIP file having the certificates gets downloaded on the system.

    2. Re-Send Certificate to Learner
      1. Click on the Re-Send Certificate to Learner
      2. The Re-Send Certificate to Learner popup displays the success message.

    3. Re-Generate Certificate
      1. Click on the Regenerate Certificate option.
      2. The Re-Generate Certificate popup displays the confirmation message.

    4. Re-Send to eTMF – This option becomes accessible when the eTMF integration is enabled with GlobalLearn.

  5. To perform all the above actions for an individual record, click on the horizontal ellipsis (three horizontal dots) icon.

Manage Certificate for Learning Plans

To download and send a learning plan certificate, follow the steps below:

  1. Navigate to the Manage Certificates > Learning Plans tab
  2. Click on the hyperlink certificate name to download the certificate.
  3. Click on the Send Certificate button.