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Generating and Sending Custom Completion Certificates

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Generating and Sending Custom

Completion Certificates

Justin Devine and Brandon Funkhouser

The Aurelius Group

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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%

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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 4

Audience Poll

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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

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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

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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

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How It All Comes Together

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-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

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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).

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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”.

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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

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2. Select one

certificate

template.

1. Select

one email

template.

3. Once you have paired one email

template with one certificate

template, click “Generate”.

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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

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Results In Automated Emails With

Attached Certificates

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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.

Thank You

If you have any questions or would like to know more

please contact Justin Devine at

References

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