Manage Credentials Options

When creating a New Credential, administrators have the ability to select several different options.

Here’s how to:

In Manage Credentials, click the Down Arrow next to the Credentials category containing your credential.
Select the credential you wish to edit.
Click the Gear Icon next to Credential Options.
Choose from the following options:

Category: Select the Category to which this credential belongs to.

Name: Enter/Edit the name of the credential.

Description: Limited to 500 characters.

Tags: Select optional available tags. Manage Available Tags

Option:

Start date: Administrators can create and require a start date for a credential.
Expiration date: Administrators can set and require an expiration date for a credential. Please note an expiration date is required for setting up alerts.
Credential Number: This option is for credentials or licenses that have a certification number.

View and Edit:

Allow users to view and/or edit this credential: Administrators can elect to give or not give users the ability to view their credential information in their own profile.
Note: Users cannot view credentials before their credential start date
- My Credentials: Allows the users to view the credential within their My Credentials section of their account.
- Schedule: Allows the user to view the credential within their home page under the schedule section.
- Pin to Schedule: Administrators have the option to keep the credential “pinned” and visible on the user’s home page Schedule.
  Note: Once the credential has been completed, it will no longer show in the schedule on the home page, even if this option has been selected.
Allow users to edit: Administrators can allow users to modify their credential information in their own profile.

Grace Period: Allowing a grace period gives users a number of days after their expiration date to achieve and submit course and activity completions. For more information, check out Credential Grace Period.

Auto Renewal: This section allows administrators to choose if they would like the credential to automatically renew for the next term.

On requirement completion date: If this option is selected, the credential will automatically reset at midnight on the date the final requirement is met.
On expiration date: If this option is selected, the credential will automatically reset at midnight on the expiration date, if all requirements have been met.
Do not automatically renew credential: If selected the credential will not renew automatically.

5. Once you are done, click Save.

Please see the following links for more information about Manage Credentials:

Manage Credentials – Overview

Manage Credentials – Creating a New Credential Category

Manage Credentials – Create A New Credential

Manage Credentials – Custom vs. Certified

Manage Credentials – Create Topics and Build Curriculum

Manage Credentials – Add or Modify Users in a Credential

Manage Credentials – Creating Credential Alerts

Manage Credentials – Credential History

Manage Credentials – Add Document

Manage Credentials – Credential Summary Report