Create a Certificate report

Step 1 - Existing Document?

If you have an existing Certificate document then save it as a Microsoft Word Document in Rich Text Format in a place you can find later.

Jump to Step 3.

Step 2 - Blank Document

If you do not have an existing document, then create and save a blank Microsoft Word Document in Rich Text Format in a place you can find later.

Modify the blank document to include the text/images that you want on the Certificate. Note: a Certificate report may consist of two pages, one for the Certificate and a second that is a Transcript of Results (with or without graded outcomes). Refer to Two page Certificate report for further details.

Note: a Sample Certificate document is available. This sample document includes the Report Commands and Fields (discussed in Step 3, and 4 below) that are required extract the relevant data from Icare when generating a Certificate.

You may like to modify the sample document to include the text/images that you want on the Certificate.

Step 3 - Report Commands

At the top of the document include the following command

 {Ask for Event typed Certificate}

NOTE: This line will disappear when you run the report and may affect the placement of text/images below.

Step 4 - Student Fields

The report can include details of the Student, Course, Certificate Number etc... when the report is run. The following fields are a sample of what you can enter into the template:

 {Student Identifier}
 {Student Surname}
 {Student Given Names}
 {Course Code}
 {Course Name}
 {Event Date}
 {Certificate Number}

NOTE: The {Event Date} field can be formatted.

Step 5 - Save document

Save the Word document and take note where it has been saved.

Step 6 - Add report to Icare

From the Home Page in Icare:

• Click the Management link
• Click the Manage Reports link
• Click the Add a Report link on the left hand side
• Select the document saved in step 6 and click the Open button

If Icare does not understand your commands/fields in the document, it will give you a list of errors to resolve before trying to add the report again.

Otherwise it will take you to the Add Report page where you can give the report a name and some summary details. Once these are entered, click the Save Changes link on the left hand side.

Icare will keep track of changes made to this report in the future, each version will be dated and you can supply a comment of what was changed. Enter First version or Imported from old Icare or similar and the click the Save Changes link on the left hand side.

Step 7 - Test the report

To print this report you will need to find a Student and Enrolment that has a Certificate event. When you look at the details of that event (on the Event page with Certificate as the secondary heading) there will be a Print Event link on the left hand side.

Step 8 - Multiple templates?

If you wish to create multiple Certificate Report templates repeat Steps 1-7 for the other templates. A set of Rules for Certificates can then be created to determine which template should be used under specific circumstances.