Custom Certificates

Custom completion and participation certificates are a common request. There is no one-fits-all scenario for certificates because every request is unique. Use this guide to request a quote for Xenegrade to build a custom certificate.

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Use this checklist to help determine what features you desire in a custom certificate. Please provide the needed information when requesting a quote for custom certificates. These questions may vary per certificate if more than one certificate format is requested.

• Quantity
  • Will there be just one certificate layout or several different certificate layouts?
    • Please provide sample certificates.
  • Is the certificate generic to all courses or only to specific courses?
• Content
  • What data needs to be on the certificate(s)?
  • What content is dynamic and what content is static?
    • Static content is hard-coded into the certificate. 
    • Dynamic content is pulled from the database.
  • Does the certificate have to fill in blanks on preprinted certificate paper?
  • If contact hours are displayed on the certificate, are pulled from the course section, assignment record, or attendance records?
• Format, Layout, and Graphics
  • Is the certificate of a standard size 8.5 x 11 and landscape mode?
  • Do you use certificate paper with a printed decorative borders and/or seals? 
    • Decorative or fancy borders when printing may have limitations.
  • Are there any graphics that will be printed on the certificate?
    • If yes, please send image files.
    • Note that images not printed on the original paper cannot bleed off paper edges of most printers.
  • Are there any branding requirements that must be followed? (colors, fonts, sizes, layout location, etc.)
    • If required, please provide details.
• Signatures
  • Will you desire digital signatures for the officials signing the certificate?
    • If yes, will the digital signatures always be the same or vary based on course section?
  • How many signature lines are required?
  • Are the signature lines dynamic or static?
  • Are titles dynamic or static?
• Printing/Distribution
  • Do you desire clients to be able to print the certificate from the WebReg module?
  • Do you need to have the ability to prevent a client from printing their certificate? 
  • Are there any restrictions who can receive a certificate? (grade, end date, status, etc.)
  • Do you want to restrict which users can print certificates from the Admin module?
  • Do you want users to be able to print the certificate from the Client Assignment page?
• Ownership
  • Do you want Xenegrade to maintain the sole ability to edit the certificate report?
    • After the report is completed, Xenegrade can maintain edit permissions for the report or change the edit permissions to one of your InSight Pro users. If Xenegrade maintains the edit rights, future changes to the report by Xenegrade may incur a cost. If you obtain the edit rights, changes made by your InSight Pro user do not have an additional cost. However, you also assume all responsibility for the report design at that point.
• Is there anything else the report designers should know?

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How does the process work?

Once you approve the scope of services, we schedule the development of the certificate report. When ready for review, the report will display under the InSight > Local menu. You can then provide feedback on changes that are required that fit within the scope of services. The back and forth review process is limited to two iterations. Any changes after final approval may incur an additional cost.

After approval, the report can be made available to your users to print from within the XenDirect Admin module. If the certificate will be available to students via the WebReg module, that process begins now. That process usually that takes 2-3 days to complete. Students access their certificates via the myAccount > Registrations area of the WebReg module once they log in.