Icare software

Create Certificate Rules

If you haven't already done so, you will need to create a Certificate report in Icare, before establishing any Certificate rules.

To create a Certificate rule, select Manage Certificate Rules from under Reports on the Management Menu.

Select Add a Certificate Rule from the Certificate Rule box on the left. This will open the Add a Certificate Rule data entry page.

Course
Enter the required course name
Traineeship/Apprenticeship?
Leave as Either or select Yes or No from the list.
This field is directly linked to the Traineeship/Apprenticeship? field on the Add Funding page. Selecting Either indicates that this report template will be used for all funding types. By selecting Yes for the Certificate rule, you are indicating that this is the Report template to be used if an enrollment is funded under a Traineeship/Apprenticeship. By selecting No for the Certificate rule, you are indicating that this is the Report template should not be used if an enrollment is funded under a Traineeship/Apprenticeship.
Funding Disclosed?
Leave as Either or select Yes or No from the list.
This field is directly linked to the Funding Disclosed? field on the Add Funding page. Selecting Either indicates that this report template will be used whether the funding is to be disclosed or not. By selecting Yes for the Certificate rule, you are indicating that this is the Report template to be used if an enrollment is funded under a Traineeship/Apprenticeship. By selecting No for the Certificate rule, you are indicating that this is the Report template should not be used if an enrollment is funded under a Traineeship/Apprenticeship.
Report
Commence typing the name of the desired Certificate report and then select the report when it appears in the list.
The report will only be available if it has previously been uploaded into Icare. Refer to create a Certificate report.

If you wish to have multiple different reports generated, enter the subsequent report(s) in the fields that states Report 2, Report 3.

The second report field may be used to generate a Statement of Attainment or a Transcript of Results to support the Certificate.

Click Save Changes.

Certificate Rules can be edited or deleted using the options in the Certificate rules box on the left of the page.