How to Use the Certificate Generation Tool to Provide Certificates

This TECPDS article will discuss the steps to create trainings and send certificates using the Certificate Generation Tool. Certificates can be printed, emailed, and delivered directly to participants’ TECPDS accounts.

A. First, create a training proposal:

1: In your TECPDS account, navigate to the “Create Training Proposals” tile.

2: Click the “Submit a New Training Proposal” button and enter your training details.

3: Select “Add to My Events Without TECPDS Approval” to label your trainings as “Unapproved.” You can edit and submit for approval later.

4: Or select “Submit for TECPDS Approval” to add the TECPDS Approved Training Logo on your certificates and have them verified in attendees’ accounts.

5: Provide specific details about your training and select “Submit for Approval”. Allow 4-6 weeks for the proposal to be processed.

B. Next, set up your event and manage attendees:

1: Select the tile “Create Training Events” on your TECPDS dashboard.

2: Click “Submit a New Event”. Search for the training you just created, select it, then click OK.

3: Complete the details and select “Submit”. You can edit your event up to 30 days after the event.

4: Locate your training on that same page and click the green “Manage Attendees” button under the Action column.

5: To add attendees, choose from the following options:

• Click the "Add Participant/Blank Row" link and enter their information manually.

• Upload an excel sheet with your attendees using the "Upload Attendees" button.

• Generate a QR code by clicking the "Print a QR Code" action button and allowing attendees to scan and register using their TECPDS accounts.