This article will guide you through how to set up courses within your LMS for training purposes using the Open LMS Programs and Certifications plugins in Moodle.
These courses can be allocated to users individually or as a group and certificates awarded to users on completion. Certifications can also be set up to trigger reminders and requirements for users to re-complete after a certain period of time.
Before beginning, please check that both the Programs and Certifications plugins are installed in your LMS by clicking on Site Administration and checking that you can see the following Admin options:
(If these are not visible, please lodge a ticket for us to get this installed for you).
Part #1: Setting up Programs
Programs allow courses to be bundled together and require completion of all requirements before being marked as “completed”.
Use case scenario: As part of onboarding, you may require your staff to complete 3-4 separate courses such as First Aid. Programs will allow you to easily manage their set of courses and enrol the user only once into the program instead of individually into each course. Users will also receive a certificate once they have completed all the requirements.
Click on Site Administration > Programs > Programs Management > Add Program
Video walkthrough:
Note: If you are using Certifications, you only need to enrol students in Part #2.
Part #2: Setting up Certifications
Certifications allow you to configure users to re-complete their Programs after a certain period of time. For example, you can ensure users complete their training courses every 12 months.
Click on Site Administration > Certifications > Certifications Management > Add Certification
Video walkthrough:
Part #3: Bulk Uploading previous users
Once you have set up certifications, you can bulk upload previous users who have completed the training courses and need to be added to the Certifications while preserving their completion dates.
1. You will need to create an Excel CSV file with the user data. See example template below:
Notes:
- The username can be their LMS username or their account email address.
- Valid from and certificate date must be the same (USA date format required MMDDYYYY)
- Expiry date is the date their certification needs to be renewed (USA date format required MMDDYYYY)
Once your CSV is completed, head over to the certification: Site Administration > Certifications > Certifications Management
Click on Users > Kebab menu > Upload History and then upload your spreadsheet.
In the following pop-up, use the table below as your guide:
| Field Name | Notes |
| User Identification column | Select username |
| User mapping via | Select the LMS username or email address (what was chosen in Column A of your spreadsheet) |
| First line is header | Tick |
| Create new assignments | Tick |
| Period valid from column | Select validfrom |
| Period expiration column | Select expirydate |
| Certificate date column | Select certification date |
| Evidence column | Leave Blank |
| Evidence of default | No changes |
Once completed, click on upload history.
You should now see all the users uploaded into the certification.
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