Organizations are used for the post-course reporting workflow in which students may be asked to enter the necessary details for reporting. Additionally, they can be used to issue multiple unique certificates from a single instance of a course. 

Creating an organization

Follow the steps below to create and configure a new organization: 

  1. Navigate to Reporting>Organizations from the main menu.

  2. Click the Create Organization button at the top of the page to open the drawer with Organization configuration options.

  3. Enter the Organization Name, your provider ID with that organization, and an optional description. If you wish to copy the reporting fields from an existing organization, select it by typing its name in the Copy from Existing Organization field. When finished, click Next to configure the new organization.

Configuring an organization

  1. After creating an organization, you will be brought to the configuration screen where you can add custom fields needed for reporting. To add a custom field, click the Add New Field button below Reporting Fields.


    These custom fields will be presented to students to complete in the post-course reporting workflow. They are also included with the reporting record and can be displayed on the certificate. 

  2. Enter a label or name for the field (e.g. License #, ID #, birthdate, etc.).

  3. Add optional instructions.

  4. Select the format of the data using the dropdown.

  5. Set an optional character limit for the field. 

  6. Turn on the Required toggle if students must fill in the data. 

  7. Turn on the RegEx Validation toggle if you would like to validate entries before submission using RegEx. Please note, this feature is for advanced users only. 

  8. Select a Data Source for the field. If this field should be completed by the student during the post-course reporting workflow, select Student. If this field will be populated by the course, such as course credit hours or instructor name, select Course. 

  9. Once you've completed creating your new field, click the Save button.

  10. If certificates should be made available to students prior to the course completion being accepted by the regulator, turn on the Immediate Certificate Download toggle. 

Editing an organization certificate

Now that the organization fields are configured, they can be added to the Organization certificate by clicking Make Changes, just under the Certificate preview in the drawer. Your newly added custom fields will now available under the Certificate Elements in the drawer and can be dragged onto the certificate.

Adding the organization to a course

After creating an organization, it must be assigned to a credit and the organization must be added to the course using the Organizations app. 

Follow the steps below to add the organization to a course: 

  1. Navigate to the course and select Settings from the course menu.

  2. Click the Apps tab.

  3. Locate the Organizations app tile and click Install App. When prompted, click Add Shortcut.

  4. Click the newly added Organizations link in the course menu.

  5. Select the organization you wish to add from the list and click Add Selected Organizations.

  6. If the organization is configured to accept course values, click Add Course Info to enter those values. 

  7. When finished, click Save.