You can set your certificates to expire after a certain period of time. This can be useful for compliance assessments that need to be completed on a regular basis.
To set up a certificate that expires, you need to:
Setting Up Your Courses to Expire
Go to the course settings and choose your re-enrolment period (3 months - 48 months). This should match the amount of time you want your users to have a valid certificate for before they need to redo the courses. Learn more about the course settings here.
Once you have updated your courses and published the changes, you can then update your collection and certificate.
Creating or Editing a Collection
You need to create a collection to add a certificate.
Go to the Collections page in your Site Settings. Click Create Collection in the top right to create a new collection, or click the pencil icon to the right of the collection you want to edit the certificate of.
Learn how to create or edit a new collection here.
If you have an existing collection, you can add or edit the certificate by following the steps below.
Adding or Editing Your Certificate
In the Collection Editor, click Add Certificate to add a new certificate to the collection, or click Edit to edit an existing certificate.
In the Certificate Editor, tick the box beside Enable an expiry date. You will then see additional settings appear:
- Re-enrol members on expiry - if this box is ticked, users will automatically be re-enrolled into the collection at the end of the expiry period. If you untick this box, users will move to expired at the end of the expiry period and stay there until re-enrolled via an API, Share Link, or manually in the system.
- Text to be used - you can select the text to be displayed on the certificate. Use the dropdown to choose between expires on, expires and valid until.
- Expiry period - use the dropdown to select the expiry period on the certificate, from 3-48 months. This expiry must match the re-enrolment period of at least one course in the collection to be valid. The expiry period will begin from when the final course in the collection is completed/the certificate is awarded.
Once you are happy with your certificate settings, make sure to click Save Changes at the top of the Certificate Editor.
This will take you back to the collection editor where you can update other settings as needed. Once you are ready, click Publish Changes to update your collection.
Contact us at support@intuto.com for more help with this process.