The Settings tab of the Staff register allows you to add a header and footer to the Certificate, include specific additional attributes, edit the issuing questions, select if the issuer and/owner should receive the Accept/Reject Certification emails, and arrange the declarations completion requirements.
You will need access to the Management Console and SMCR registers. On the registers tab click on a Certified Persons Register to access the Settings tab*
The "Certificate Header and Footer" You can editor in the rich text editor or change to the code editor. Use these fields to upload images or a signature.
Against "User attributes" you can select additional attributes to include on the Certificate, this will pull through from data held on the system.
The ''Request Acceptance'' option will be ticked by default. If ticked, the user will be prompted to accept or reject the certificate. If you are giving the option for the user to accept or reject the certificate, you may want to customise the wording in the 'Acceptance question' and 'Reject reason question' question fields.
When you are happy with your changes click Update Settings.
The "Declaration Settings" If you have launched the Conflict Management or Fit and Proper Questionnaires via the portal, you can also add declaration settings. By selecting a module and choosing the requirement you can pick whether the completion of the module is enforced within the register. If enforced, this means if a user has not completed the declaration module in the required period you will not be able to issue the Certificate.
*if you do not see a Staff register available for you to click on you may need to check if you have been given access to view and edit. If you need help with creating entities and registers check out this article Creating an entity and registers
Comments
0 comments
Article is closed for comments.