Generating and Sending Custom
Completion Certificates
Justin Devine and Brandon Funkhouser
The Aurelius Group
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
Slide 2
The Aurelius Group delivers end to end
solutions around three primary lines of
business
1.
Federal Acquisition Consulting
2.
Human Capital Planning and Analytics
3.
Information Technology
We’re a Service Disabled Veteran Owned Small
Business (
SDVOSB
).
As a team, we’ve been running a Perception
based workforce development program for a
large federal agency workforce for
approximately 5 years.
@TheAureliusGrp
www.TheAureliusGroup.com
Customer
Satisfaction Rating
95%
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
Do you have a need to provide certificates to your
assessment participants?
Yes
No
Considering – might need this in the future
What is a certificate?
If yes, is your current process manual or is it automated?
Automated
Manual
A little of both
Not sure
Slide 4Audience Poll
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
Our program grants educational units
in return for participation
Because participation is incentivized,
our participants value having evidence
of their participation
Our program has thousands of
participants. Sending certificates out
one at a time had become very time
consuming and was an opportunity for
errors
Adds legitimacy to our program and
enhances program branding
Combine PDF certificates with
custom text
3x3 grid text placement
Live preview of text placement
Secured for low to medium
stakes
Compatible with both
On-Premise and OnDemand
Pair PDF and email templates
for distribution
Generates and sends
individualized certificates / email
pairs
Simple, elegant user interface
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
We didn’t use the QMWISe API but may in future
versions
Leverages OSS PHP scripts that modify PDFs and email
attachments
Custom JavaScript and
PHP used to integrate
scripts, user interface
and QM.
Tech: JavaScript (JQuery),
PHP, HTML
All QM technologies
How It All Comes Together
-Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
ON AIR
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
Upload a new base PDF.
Use an existing base PDF (uploaded previously).
2. Select the number of lines of text
and the alignment on the page.
1. Choose the base PDF.
The preview pane reflects your
settings live (approximate).
3. Select font style.
4. Select font and size.
5. Choose dynamic
or custom text.
Once you are happy with your
settings, click “Preview” to
generate an actual PDF preview.
If you are done making edits (and
have previewed the PDF), click “Save”.
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
Fill in standard email fields:
Email address to send from,
name to appear as sender, BCC
or CC, and subject.
The filename of the PDF
certificate that will be attached
to the email.
Type the body of the email here.
When you have filled out all fields, click “Save”.
Configuring An Email Template
2. Select one
certificate
template.
1. Select
one email
template.
3. Once you have paired one email
template with one certificate
template, click “Generate”.
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.
This generated code snippet
should be pasted into the
“Assessment Outcome”
settings of the assessment
you’ve created.
Screenshot instructions on
where specifically to paste
the code snippet above.
Code Snippet Output
Results In Automated Emails With
Attached Certificates
Copyright © 1995-2014 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.