Credit providers are the institutions that will be providing the credits to the claimers or the claimers can choose which credit to earn.
To configure the Credit Providers:
1. From Home select Education
2. Select the Providers tab
3. Select Create Provider
- Name: This should be named after the Credit Provider in Impexium for the integration, this Must match the provider's Name in Impexium, not the Code
- Credit Name: Identification of the Credit given to the provider within Slayte for display purposes
4. Certificate Template: Slayte generates a PDF certificate when claims are submitted, and you have full control to customize this PDF template to match your brand. Upload a HTML-certificate-template file here (see example below). It should be UTF-8 encoded and have .hbs or .handlebars at the end as the extension name. The file can contain placeholders (please refer to the example below on how to use them, and which are available), and the placeholders will be replaced for each submitter and their claims.
5. Profile Fields: These are administrator-defined profile fields, that the user has to fill out before submitting their credit claims
- Field Name: Presented name of the field. Eg: License Number
- Placeholder Name: This is the placeholder name that is specified in the certificate template to place this information
6. Click Save to commit the configuration
--
Certificate Template Placeholders
| Placeholder | Description |
|
claimerName
|
Name of the claiming user |
|
claimedCreditsCount
|
Total sum of credits claimed in this certificate |
|
claimedItemsCount
|
How many items are claimed in this certificate |
|
providerName
|
Name of the provider |
|
creditName
|
Name of the credits offered by the provider |
| claimedDate | Date when this certificate is generated |
|
#each listItems
...
/each
|
Creates a programmatic loop iterating over the claims included in this certificate, e.g. one per claimed session. Each claim has several placeholders available, see below. |
|
<providerProfilePlaceholderName>
|
If your provider has profile values (e.g. License Number) then each profile field has a "Placeholder Name". Use this to refer to that specific value that the claimer entered in their profile (e.g. their License Number). |
Certificate Claim Placeholders
| Placeholder | Description |
|
claimItemCreditAmount
|
The credits associated with the item in this claim |
|
claimItemDate
|
Date when this item was claimed (can be different from certificate generation) |
|
claimItemName
|
Name of this claim item, e.g. the session name |
Certificate Example
See below for a code and visual example of a certificate and its corresponding template.
Below is the source code used to generate this certificate (the template source code in .HTML format)
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta http-equiv="X-UA-Compatible" content="ie=edge">
<title>Certificate</title>
</head>
<body style="text-align: center; margin-top: 15px">
<img width="200px" src="https://upload.wikimedia.org/wikipedia/commons/2/2d/600px_Black_star_White_background.svg"/>
<h1>Certificate of Continuing Education</h1>
<div>
<p>{{claimerName}}</p>
<p style="width: 800px; margin: 0 auto;">
has completed {{claimedCreditsCount}} clock hour(s) of continuing education at
<strong>{{providerName}}</strong>
</p>
<p>(License Number {{licenseNumber}}).</p>
</div>
<p><br /></p>
<ol style="width: 800px; margin: 0 auto;">
{{#each listItems}}
<li>
{{claimItemName}} ({{claimItemCreditAmount}} "{{creditName}}" credits, claimed on {{claimItemDate}})
</li>
{{/each}}
</ol>
<br/>
<br/>
<div>
<p style="text-decoration: underline">Jennifer Ng</p>
<p>President & CEO</p>
<p>American Society on Industrial Mechanics</p>
</div>
</body>
</html>
Comments
0 comments
Please sign in to leave a comment.