How do I issue training certificates?
Certificate details are captured per participant. They become visible on the Participants tab once the program reaches Completed status (Status >= 3), and are edited from the Edit Participant dialog (the pencil button on each participant row).
Certificate Fields
| Field | Description |
|---|---|
| Certificate Number | Unique certificate ID |
| Issued Date | Date the certificate was issued |
| Expiry Date | When the certificate expires (triggers reminders) |
| Certificate File | The scanned/PDF certificate itself, uploaded and attached to the participant |
Recording a Certificate
- On the Participants tab, click the pencil (edit) button on the participant's row.
- Set the participant's Enrollment Status to Completed (the certificate fields appear once status is Completed or higher).
- Enter the Certificate Number, Issued Date and Expiry Date.
- Under Certificate File, click Upload file and choose the certificate document (PDF, JPG, PNG, DOC/DOCX). The file uploads immediately.
- Click Save to keep the certificate details and the file link on the participant.
To swap the document later, reopen the dialog and click Replace file; to detach it, click the ✕ next to the file name (then Save).
Once a file is attached, a paperclip link appears next to the certificate number in the Participants table — click it to open or download the stored certificate.
Certificate files are stored in the standard document store, linked to the participant, and are subject to the same file-type and content validation as all other Factura uploads.
Certificate Expiry Reminders
A daily HangFire job checks for certificates expiring within the configured window (Certificate expiry reminder days, default: 30 days). Notifications are sent at weekly intervals and the day before expiry.