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Certificate templates and certificates

New staging website. Use https://beti.worldyogaalliance.org/admin/content/certificates after administrator sign-in. Certificate changes below are made in staging support mode.

Choose Certificates → Certificate templates, or open /admin/content/certificates. The workspace begins with an amber notice labelled Admin support mode: changes are made with the administrator account and are not a member login.

Certificate work is scoped to one school or to Shared templates. Select the school before editing or issuing anything.

  1. Use Search schools with the placeholder Search by school name or ID, then select Search.
  2. Choose a value in School / Choose a school.
  3. Use Previous and Next when the school list has more than one page.
  4. Choose Shared templates only for system templates. Shared scope lists templates but does not show issued certificates.

An inactive school is marked in the selector. Confirm the intended school name in the support notice and the template list before making a change.

In the Templates section, select New template for the current scope. For a system template in a school scope, select Customize to create a school copy before editing. A template shows Active or Draft.

The editor has these controls:

  • History and actions: Undo, Redo, Preview, Save draft, Set active, and (for a school template) Set default.
  • Canvas tools: Text, Variable, Image / signature, Line, Rectangle, Rounded rectangle, and Seal.
  • Inspector heading: Certificate inspector.
  • Page settings: Page, Paper size, and Orientation (Portrait or Landscape).
  • Text settings: Text, Color, Font (Sans, Serif, or Mono), Align (Left, Center, or Right), and Font size.
  • Variable choices: Student name, School name, Program name, Graduation date, Issue date, Certificate number, Verification code, and Signer name.
  • Image settings: Image fit (Contain or Cover).
  • Layer controls: Send back and Bring forward.
  • Selected element action: Delete.
  1. Set the template name and page settings.
  2. Add only the elements required by the approved certificate design.
  3. Select Preview and check page size, orientation, names, dates, and variable placement.
  4. Select Save draft.
  5. Reload the template and confirm the saved revision.
  6. Select Set active only after the draft is approved.
  7. For a school template, select Set default only when it should be used by default.

The editor protects unsaved changes and may ask before leaving. Do not issue from a draft. The issue form itself shows Activate this template before issuing a certificate.

Issuing is available on an active school template. In the template row select Issue.

  1. Check the School scope and template status.
  2. Choose a Graduate from Select a graduate. Only active graduates from that school are loaded.
  3. Enter Program name.
  4. Choose Issue date.
  5. Enter Signer display name.
  6. Select Issue certificate.
  7. Use Open public certificate and Download PDF (when shown) to verify the result.

Do not issue a duplicate while the first request is still processing. Verify the graduate, program, issue date, and signer before selecting the action. A certificate issue is a business write and creates a public verification record.

The Issued certificates section shows the graduate, program, certificate number, Public link, and Revoke for active issues. Revocation retains the issued history and changes the public proof status. Use the prompted administrator reason; the UI’s default wording is Revoked by administrator.

After saving a template, reload it and check the revision before selecting Set active. After issuing, open the public certificate and verify the graduate, program, issue date, signer, and certificate number. A member’s school certificate screen is separate from this administrator support workspace; do not use the member flow to infer that an admin action completed.