Certificate Templates Library in Studio

The primary objective of this proposal is to enhance the efficiency of the certificate configuration process for course creators. This improvement targets the needs of course creators who operate within a platform offering multiple courses for diverse learners, each requiring certificates with distinct templates.

The goal will be accomplished by developing tools that enable course authors to select specific templates from the pre-existing certificate templates library, which is managed by the platform administrator.

Implementing this proposal will provide several key benefits:

• Improved User Satisfaction: Users will experience greater flexibility in certificate configuration and the ability to reuse certificate templates within a single instance.

• Time Efficiency: Course creators will save time by easily selecting and applying pre-designed templates, streamlining the certificate issuance process.

• Scalability: The system will support a growing number of courses and learners, ensuring that certificate management remains efficient as the platform expands.

• Reduced Administrative Burden: By empowering course creators to choose certificate templates for their courses, platform administrators will face fewer requests for custom certificate configurations.

• Enhanced User Experience: A more intuitive and user-friendly interface for certificate selection will lead to a smoother overall user experience for course creators.

No response

Open edX platform serves a diverse range of educators and learners, offering multiple courses across various disciplines. As the demand for online education continues to grow, so does the need for a streamlined and flexible approach to certificate issuance.

Currently, OeX platform provides a certificate templates library, managed by administrators, which houses a variety of pre-designed certificate templates. However, course creators don’t have an efficient mechanism to select and apply these templates to their courses within the Studio UI. This gap not only leads to the lack of course author’s autonomy and efficiency in managing their course certificates, but also increases the administrative burden on platform managers.

Basic Certificate Template Usage

As a course author, I want to select and use a single certificate template from the library for all learners in my course so that I can quickly issue certificates using pre-existing templates without additional configuration.

• Feature implemented in: CMS

• Primary persona: Course Author

Certificate Previews for a Template

As a course author, I want to preview certificate with selected template in Certificate Settings so that I can ensure it meets my course requirements.

• Feature implemented in: CMS

• Primary persona: Course Author

The primary beneficiaries of this initiative are educational institutions and organizations aiming to serve a diverse audience of learners, including:

1. Educational Institutions with Blended Study Programs:

Institutions offering online degree programs and certification courses will benefit from the ability to efficiently issue professional certificates. Universities that offer a variety of programs, such as undergraduate degrees, postgraduate degrees, and professional certifications, will be able to issue distinct certificates with appropriate branding and design requirements.

2. Corporate Training Providers that Work with Larger Organizations:

Companies that offer internal training programs and professional development courses can streamline the certificate issuance process for employees. Large corporations that provide training in different areas (e.g. leadership development, technical skills, compliance training, language proficiency) will be able to distinguish between internal training certifications, external professional development courses, and mandatory compliance training certificates, aligning with the corporate branding for each department or training type.

3. Non-Profit Organizations and NGOs:

Organizations focused on educational outreach and development can issue certificates for different training programs and workshops. NGOs providing educational programs in underprivileged areas can use different templates for each program to reflect the unique focus and objectives of the course, offering tailored recognition of the skills acquired.

4. Others:

Additionally, the certificate template library will be highly beneficial for any course author or course-provider organization. By allowing users to select a template from this library, the system increases efficiency and flexibility in certificate creation.

Basic Certificate Template Usage

As a course author, I want to select and use a single certificate template from the library for all learners in my course so that I can quickly issue certificates using pre-existing templates without additional configuration.

Acceptance criteria (AC):

1. The Course Author should be able to choose a certificate template from the instance's certificate template library in the course certificates settings interface in the CMS;

2. The system should display a list of the certificates, filtered by the selected attributes of the Course:

   1. Organization;

   2. Course Language;

   3. Course Mode;

3. The Course Author should be able to configure general certificate settings, such as course details and signatories, for the certificate that uses the selected template;

4. When the certificate is activated, all certificates for all learners in the course should be generated using the selected certificate template;

5. If the course author does not select a certificate template from the library, the platform should generate certificates for learners using the default certificate template specified by the Admin.

Certificate Previews for a Template

As a course author, I want to preview certificate with selected template in Certificate Settings so that I can ensure it meets my course requirements.

Acceptance criteria (AC):

1. The Course author should be able to access a preview of a certificate template in the Certificate Settings interface of the CMS.

2. When the Course certificate preview is opened, the system shall display:

   1. Certificate template with prepopulated fields;

   2. Certificate name;

   3. Certificate description;

3. The Course author can select the certificate template for the course from the certificate preview page.