Knowledgebase : Certifications > Certifications/Course Group

You must associate your Certification/Course Group to the User Groups that have been created previously.  Each User Group must be assigned to the Certification/Course group individually. Once assigned, all Users within the selected User Groups will be able to enroll in the Certification/Course group.


  1. Select the User Groups sub-tab under the Users tab.

  2. Perform a search for the User Group using the filters provided, select the linked letter that your User Group name begins with, or select click on the Search button to list all User Groups.

  3. The list of available User Groups will populate on the page. Click on the required User Group name from the list.

  4. On the Edit a User Group page, scroll to the bottom of the page. You will now see a section called Available Certifications/Currently Subscribed Certifications. Select the Certification/Course Group and click Add to add them to the User Group.

  5. If you wish to Auto Enroll the Users in the User Group to the Certification/Course Group, click the checkbox under the Auto Enroll column.

  6. Click Save to submit your changes.

The steps below will walk you through the process of creating a Certification and publishing it to the NetExam Interface so that Users may see the Certification (Note: All Courses must be associated with either a Certification or identified as a Course Group (or Independent Course that does not require a Certification)).

Procedure 1 - Creating a Certification

    1. Under the Certifications tab, click on the Certifications/Course Groups sub-tab.

    2. Click the Create New Certification button.

    3. Fill in the following information:

      • New Certification Name: enter the certification name

      • Certification Description: enter the certification description

      • Certification Language: Select the Language for the Certification. The system default language is English. The Certification/Course groups that are within this language will be displayed to Users assigned to that language preference. Users can, however change the language offerings from the application to view Courses available in other languages.

      • Active: select whether certification is to be Active or Inactive. Default is Active.

      • User Type: select the User Type(s) that will have access to this Certification clicking the Select User Types button to open a pop-up window displaying all the User Types in the system.

      • Days to Complete: check the box and include any number, in days (maximum of 365 days) if the Certification is set to be completed by a specific date

      • Availability: select whether Available Certification applies to multiple Courses that are to be under a single Certification or Course Group w/o Certification which applies to Independent Courses. Select this option if this Course is independent and will not be part of a Certification

      • Certificate file: select a Certificate file from the drop down (the dropdown will contain names of Certificate files that have been already uploaded to the System). If you wish to upload a new Certificate file, please click the Upload Certificate File button to upload a new file.

      • Catalog: select the required catalog for your certification (all Certifications must be associated with a Catalog, except for Independent Courses)

      • Required Electives: if required electives for this Certification/Course Group select from the available electives in the dropdown list.

      • Name on Certificate: enter the name of the Certification/Course Group you want printed on the certificate

      • Display Course(s) Individually: this will only be activated if Availability is set as Course Group w/o Certification. Once this is selected, a User can enroll to these Courses individually

      • Display Progress bar for Students: this will display the certification progress as a percentage in a progress bar

      • Expiration Type: select either Interval or Perpetual

      • Expire in Days: if you selected Interval as the Expiration Type, you will need to specify the number of days for the interval.

      • Provisional: allows the Admin to remove the Certification complete status of the User at any given time.

      • External Certification ID: if there is an External ID that is required to identify this Certification, it can be placed here.

      • Certification Display Image / Icon: Admin can upload an image and icon file to display in the Certification Tile. By pressing set to defult will revert back the upload.

      • Disable Certification Completion Email: Admin can select this check box to overide the triggering of Certification completion email to learners.

      • Certification Pricing: if there is a price for the Certification, clicking the Available button will display a table below and a button to add values to the table. Clicking the Add Prices button will display a pop-up showing the available pricing (similar to the Course Price Picker).

      • Payment Option – this will be displayed when the Certification Pricing is available only. The options of Credit Card, Purchase Order or Voucher are available.

If this Certification requires that  other Certifications be completed prior to this new one, you can assign them by selecting them from the Certification Prerequisites section:

  1. click the Select Prerequisites button to display a pop-up with all available Certifications

  2. select the Certifications and click Add to add them to the list of Certification(s)

  3. select the rule for the prerequisites from the drop-down list


Now you may assign Course(s) for this new Certification from the Assign Course(s) to a new Certification.

    1. Click the Select Courses button to open a pop-up with all available Courses. Under the Requirements column, click to display a dropdown to select either Elective or Required for the Course. Default is Not Applicable.

    2. Click Save to launch the new Certification/Course Group to the System.


After a Certification/Course Group has been created, you must assign it to User Group(s) so that your Users will have access.

Procedure 2 - Assigning a Certification to User Group(s)

    1. Under the Users tab, select the User Groups tab.

    2. You can either search for the User Group by typing out the name, selecting the associated letter from the list of alphabets, or select All.

    3. After you have found the respective User Group, click on the name to navigate to the Edit a User Group page.

    4. Once on this page, navigate to the bottom of the page. You will now see a section called Currently Subscribed Certifications. Click the Available Certifications button to display a pop-up with all the Certifications. Select the Certification/Course Group and click Add to add them to the User Group.

    5. If you wish to auto-enroll all Users’ in that User Group, click the check-box under the Auto Enroll column under the list of Currently Subscribed Certifications.

    6. Click Save to submit the changes.


You will now need to confirm that the User can see the Certification/Course Group in order to enroll.

Procedure 3 - Confirm Certification/Course Group availability

    1. First, make sure that the User Group is available under the new Certification/Course Group by searching for the Certification on the left search panel in the Admin site.

    2. Select the Certification and on the Edit Certification page, navigate to the bottom of the page to view the User Groups that have access to this Certification.

    3. Once this is complete, search for a User who is in the respective User Group, using the search section.

    4. In the User search results, click the linked user name. The Edit a User page will be displayed.

    5. Click the Manage Course Registrations button on the Edit a User page.

    6. Once here, if you have used the Auto-Enroll function, the Certification will be visible under the list of Subscribed Courseware. If it does not appear, click the Add Courseware button.

    7. A pop-up window will open with all the Certifications that are available for enrollment. Next to the new Certification, click the check-box under the Enroll column.

    8. Once complete, click the Enroll Certifications button and close the window.


The User can now login to the Student site and access the Certification and complete all Courses associated with the Certification.

You can identify a list of User Groups eligible for a Certification from the Add/Edit an Existing Certification page.

    1. Under the main Certifications tab, click the Certifications/Course Groups sub tab.

    2. Click the name of the Certification to view and edit.

    3. Scroll to the bottom of the page to the User Groups section. This section will list all User Groups that have access to that particular Certification (Also see: How do I associate a Certification with a User Group?).

There are two options for viewing Certification eligibility:

  • Via the User / Manage Course Registrations

  • Via Login As A Learner

  1. Manage Course Registrations:
      1. Perform a search for the user.
      2. On the Search Results page, click the name of the user to view their profile.
      3. Click the Manage Course Registration button at the top of the Edit a User page.Click the Add Courseware button, which will open a pop-up to display all available Certifications and Courses eligible for enrollment for the User.

  2. Login As A Learner:
      1. Perform a search for the user.
      2. On the Search Results page, click the name of the user to view their profile.
      3. Click the Login as Learner button at the top of the Edit a User page.

This action will log you into the Student site impersonating that User, allowing you to view everything as that particular User. To view their eligible Certifications, Click the Training Tab on the top of the page and you will be able to see the Certifications and Courses that are available for enrollment and the ones that the User has enrolled in.

Auto Enroll allows Users to be automatically enrolled to designated Certifications upon login to the Student Site.


    1. Click the User Group sub-tab under the Users tab.


    1. Navigate to the desired User Group.


    1. Browse to the bottom section of the User Group detail page, where there is a section labeled Currently Subscribed Certifications. This section displays all the certifications that are available for User's in that User Group. Toward the right of each Certification is a column labeled Auto Enroll, with a corresponding check-box.


    1. Checking this box will automatically enroll a User in the User Group to the respective Certification.


  1. To make a Certification available for Auto Enrollment, you can select the Certifications that need to be in the User Group by clicking the Available Certifications button. In the pop-up window, select the required Certifications and click Add and Close. Once this is done, follow the above procedure to Auto Enroll for the newly selected Certifications. To test Auto Enroll as a User:
      1. Find a User who is not currently enrolled in any Certifications you have set as Auto Enroll (or create a Test User).

      1. Make sure that your User has access to the Certifications, i.e.:
          • Belongs to the User Group that has access to your Auto Enrolled Certification.

          • Has a User Type that has access rights to the Certification.
      2. Login to the Student site as the User.

      1. Once logged in, navigate to the My Training page to see the User's enrolled Courseware.

    1. If the Certification is being displayed under the Enrolled Training column, Auto Enroll has been successful for that Certification.

The Certification Expiration Report enables you  to view upcoming Certification Expirations. The NetExam System provides the ability to download and save your report in a .CSV file.


    1. Click on the Reporting tab and select the Certification Expiration Report sub tab.

    2. Select the Start Date, End Date and Certification for your Report (Note: Dates must occur in the future).

    3. Click the Submit button.

The report information will appear in a grid format. To edit the report options, click the Edit Report button. To download, click the Download button.

The Administrator is able to view a User's Transcript to see the progress that particular User has made.

This Transcript can be viewed by clicking on the View Transcript button on the User's profile page in the Admin site.

This page will display with a list of all the Certifications and Courses that the User has taken.

Certification/Courses: This column will display the name of the Course or Certification. The gray row is for Certifications and white row is for Courses.

Status: This column shows in which stage the training is in:

  • Courses will show either Completed or Registered/In Progress
  • Certifications will show either Completed or In Progress
  • If a Certification or Course has a completion Certificate, it is available for the Admin to view by clicking on the Certificate icon

Complete Date: This column displays the date at which the User completed this training.

Score: This shows the score that the User attained for the training.

CertificateID: Shows the Certificate ID associated with the Certification

Complete by Date: Shows the Date the Course should be completed by.

View Checklist: Shows the Checklist if it was enabled in the Course

Credit Hours: Credit Hourse earned when completed.

The Independent Courses section displays the Courses that are not associated with a Certification and also any ILT classes associated with these Courses, that the User has enrolled in and completed

  • When a Course is In Progress, the User has still not completed that particular Course.
  • When a Course is Completed, the User has completed this Course. In the same row, the Complete Date and the Score will also be displayed.
  • When a Course has an ILT class associated with it, the Class will show the Status that the Instructor or Administrator has marked for it and if completed, the Completion date as well.

If there is a Course that has been cancelled, it will be displayed under the Cancelled Courses section, with the status as Cancelled and the date that it was cancelled.

If the User has been assigned any External Courses, then it will be displayed under the External Courses section, with the date period of that particular Course and the Status of it and if Attended or not.

This is a sample Apek branded PDF showing the correct field names and settings for a generated Certificate. To learn how to create a Certificate with completed fields, please see How do I create a Certificate for my Certification/Course.

“Prescriptive learning” is training that is designated to a learner based on his / her manager, job role, or assessment scores. The NetExam Prescriptive Learning module is designed to optimize the student’s learning experience using Requisite courses that are assigned pre- or post-assessment based on the student's performance.

Requisite studies are assigned at the Course level or at the Certification level. The Admin specifies what course/s should be enrolled in by the student, based on the successful completion or failure of the course/s.

Setup – Course Level

Open the Add/Edit Course page to enable requisite courses.

  • Click on the “Choose Course(s) to be enrolled after completion" button
  • Click on the check box beside the course name/s and click submit selection button.
  • Click the Save button on the course page to save your changes.

When a student completes or fails the course based on the assigned criteria, the student will be auto-enrolled for the course/s and is able to access them under the Training Tab or the Transcript Tab on the Student site.

Setup – Certification Level

Pre-Requisite courses are assigned at the Certification Level.

  • Open the existing Certification from the Certifications – Certifications/Course Group link.
  • If this is an existing certification click on the New Version button.
  • Select the Certifications from the grid and click the Close button to add them to the list.
  • Click the Save button to save the changes.


This enables an Administrator to specify a sequence number format, the number that the sequence should start from and the next number. When a user clicks on the certification icon from the transcript page, it will generate the certification number according to the format specified in the Certification Add/Edit page.

How to define

  • From the NetExam Admin site go to Certification - Certification/Course Group - Add Edit an Existing Certification.
  • From the course / Certification Add/Edit page you will see the following settings.

  • By changing the format in the drop-down, it will update the number format in the text box.
  • Admin can specify the next number according to the format.