Editing a Certificate Template (2024)

To edit a certificate template

  1. Search for the certificate template that you want to edit. See Searching for a Certificate Template for details on conducting a certificate template search.

  2. From the search results, click the name of the desired certificate template. The Edit an existing Certificate page appears.

  3. Make the desired edits.

  4. Click Save or click Save and Add Another if you wish to add an additional new certificate template.

Important Information about Certificate Templates

Certificate templates are dynamic, meaning, any time a change is made to the certificate template, or to any of the data fields from which code snippets draw their information, the certificate will be changed. For example, if a student completes a course and views or prints a certificate at the time of course completion, and subsequent changes are made to the certificate template itself or to data that are pulled into the certificate via code snippets, viewing or printing the certificate will display changes, not the certificate as it appeared at the time of course completion. This may pose a compliance issue for accrediting/approving bodies. To preserve a certificate as it was at the time of course completion when subsequent changes are made:

  • Determine what page will be affected by the changes: certificate template, student record, course properties, accrediting/approving body, course provider, or accredited/approved provider.

  • Create a new certificate template, as well as a new accrediting/approving body and/or course provider if needed.

  • Create a new/updated accredited/approved provider.

  • Create a new course or, if appropriate, a new version of the course, making the original course unavailable by retiring or inactivating the course. Attach the CE credit that includes the new/updated accreditation information and the new/updated certificate template.

  • Currently enrolled students should be un-enrolled and re-enrolled into the new version of the course so that they will receive the appropriate CE credit information on their certificate upon course completion. Those completing the prior version of the course will continue to view/print the certificate as it was at the time of course completion.

Administrator access to features and functions described in the HLC Help documentation is dependent upon the administrator’s role and affiliation. Administrators may or may not have full access.

Editing a Certificate Template (2024)
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