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Lexis can issue a certificate when a learner finishes a module. You set up certificates once for the whole workspace in Settings, and change them for a single module only when it needs something different. A learner earns a module’s certificate when they have completed every step in it that they did not skip. Once a certificate is issued, it keeps the settings it was issued with, even if you change them later.

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Before you start

Tenant Owners and Workspace Admins can change the workspace’s certificate settings. Workspace Members see them as view only. Anyone who builds modules can change a module’s own certificate settings.

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Set up certificates for your workspace

1

Open the settings

Select Settings in the Lexis sidebar and find Certification.
2

Turn certificates on

Turn on Enable certification.
3

Name the issuer

Enter an Issuer display name if certificates should carry a brand other than your workspace name.
4

Choose how long it lasts

Under Certificate validity period, choose Indefinite, 6 months, 1 year or 2 years.
5

Save

Select Save at the bottom of the section.
Lexis confirms that the section is saved, and new certificates follow these settings. Next, choose how certificates look.

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Choose how certificates look

1

Open the settings

Select Settings in the Lexis sidebar and find Certification.
2

Add skill tags

Add Default skill tags if you want them on every certificate.
3

Choose the design

Under Certificate template, choose Default, Formal, Minimal or Branded.
4

Set a colour

Set a Certificate accent colour if you want your own.
5

Add a logo

Add a Logo if you want your own.
6

Add a signature

Add Signature text if you want it on every certificate.
7

Save

Select Save at the bottom of the section.
Lexis confirms that the section is saved, and new certificates follow these settings. Next, email learners their certificates.

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Email learners their certificates

Select Settings in the Lexis sidebar and find Enrolment. Check that Email on certification is on. It is on unless someone has turned it off. If it is off, turn it back on and select Save. Each learner then gets an email when they earn a certificate, with a link to check it. Next, give a module its own certificate settings if it needs them.

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Give a module its own certificate settings

Module Settings on the Certificate tab, with Certification overrides turned on and the override fields above Cancel and Save overrides.
1

Open the module

Select Modules, then select the module.
2

Open its certificate settings

At the top of the module, select Certificate.
3

Override the defaults

Turn on the switch next to Certification overrides. If it is already on, select Edit.
4

Change what differs

Set Enable certification, Template, Certificate title, Validity (months) or Skill tags for this module wherever it differs. Anything you leave at Use workspace default or blank follows your workspace settings.
5

Save

Select Save overrides.
This module’s certificates now use its own settings. To go back to the workspace settings, turn the switch off. The change is saved straight away. Next, stop issuing certificates for a while if you ever need to.

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Stop issuing certificates for a while

1

Open the settings

Select Settings in the Lexis sidebar and find Certification.
2

Suspend certificates

Turn on Suspend all certification.
3

Save

Select Save.
No certificates are issued while it is on, whatever a module is set to. Certificates already issued are not affected. Turn it off again to start issuing. Next, see issued certificates.

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See issued certificates

Select Certifications to see every certificate issued in your workspace. A certificate appears here as soon as a learner earns it. Next, see what your customer sees when someone checks a certificate.

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What your customer sees

Every certificate carries a code and a link that anyone can use to check it. A person checking a certificate, such as the learner’s employer, opens the link, or enters the code on the Find a certificate page and selects Verify.

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Troubleshooting

Check that Suspend all certification is off and Enable certification is on. Then open the module and check that its Certification overrides do not turn certificates off.
Enter a whole number of months from 1 to 240, or leave it blank to use your workspace setting.
Only Tenant Owners and Workspace Admins can change them. Ask one of them to make the change.