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Issue a certificate

Upload a welding certificate PDF, let the system extract the data (OCR), review it, and issue the certificate to a student — creating their account if needed.

When to use

To register a single welding certificate for a student from a scanned/issued PDF.

Where

  • Sidebar: Certificates → "Issue Certificate" (also reachable per-student from a course's Students tab)
  • URL: /partner/certificates/issue
  • Roles: Owner / Admin / Manager.

Step-by-step

  1. Open "Upload & Issue Certificate".
  2. Student Information: search an existing student by name/email, or type a new student's Email *, First Name *, Last Name (a new account gets an activation email). Opening this from a student's row pre-fills these. Issue certificate — student information
  3. Drop the certificate PDF ("Drop certificate PDF here or click to upload", up to 10 MB). The system extracts the data automatically and shows an OCR badge:
  4. OCR: Full — all required fields extracted.
  5. OCR: Partial — some fields missing, please review.
  6. OCR: Review — key fields missing, fill in manually. Issue certificate — certificate fields
  7. Review the Certificate Details — at minimum Document Number * and Standard Type * — plus welding method/position, material groups, thickness, diameter, expiration date, device type, PED, and optional Advanced fields and Periodic Confirmations.
  8. Click "Issue Certificate".

Fields & validation

Field Required Notes
Email, First Name, Last Name yes (new student) New users receive an activation email.
Certificate file (PDF) yes ≤ 10 MB; drives OCR extraction.
Document Number yes Marked with *.
Standard Type yes Marked with *.
Welding method/position, materials, thickness, diameter, expiration, device type, PED no Auto-filled where OCR found them; correct as needed.
Periodic Confirmations no Six-monthly confirmation entries.

What happens / outcome

  • The certificate is created and appears in the register — "Certificate issued successfully".
  • New student: an account is created and an activation email is sent. Existing student: the certificate is added to their account.
  • OCR feedback toasts: "Data extracted. Please verify and correct if needed." or "Could not extract data. Fill in manually."

Edge cases & errors

  • Not a PDF / too large: "Please upload a PDF file" / "File size exceeds 10MB limit".
  • Missing required fields: the form lists what's missing (Email, First/Last Name, Document Number, Standard Type, Certificate File).
  • The confidence/quality of extraction is shown ("Confidence: N%"); always verify auto-filled values.

FAQ

  • Do I have to upload a file? Yes — issuing here is built around the certificate PDF and its OCR extraction.
  • The student has no account — is that a problem? No; one is created and an activation email is sent.
  • Many certificates at once? Use Import certificates.