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Certificates

Certificates of attendance.

Overview

Certificates are issued to delegates who attended, from the engagement’s Certificates tab once attendance is recorded; this list shows what has been issued. The code reads like CM007:EXDCL-2026-00601: the event code (the course code, none for in-house), a series prefix you set in CPD settings, the year and a running number that restarts each year. The certificate prints the number, and the delegate’s name is fitted to the name line, so long names shrink. You can pick a certificate design per company, download all of an event’s certificates as one merged PDF, and anyone can check a certificate on a public verification page.

Certificates in the CPD Training module.

When to use certificates

  • An event has finished and delegates need certificates.

Step by step

In the CPD Training module open Resources in the green navigation bar, then choose Certificates under People & Places.
Screenshot for this step has not been captured yet — run npm run docs:flow.

What you see on the screen

  • The screen says: “Issue certificates from an engagement's Certificates tab once attendance is recorded.”
  • Columns: NUMBER, RECIPIENT, ENGAGEMENT, CPD HOURS, ISSUED, STATUS.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • cpd.certificates.issue
  • cpd.certificates.read