CiviCRM Certify
Once you have activated the module it sets up two entities. The certification rule entity is managed at Administration > Structure > Certification Rules and the certification entity is managed at Administration > Structure > Certifications.
CiviCRM Components
CC creates two entities on installation. The Certification Rule entity are the definitions or "rules" that define when a certification is to take place. The Certification entity contain the records of certification occurring for a participant.
Using CiviCRM Certify
Permissions
Setup the proper permissions according to your needs. Be careful granting the 'administer certification_rule entities' as it allows users to add contacts to groups in Civi. Depending on your configuration, this may have security implications.
Certification Rule
To begin, create a certification rule at http://www.example.com/certification-rule/add. Fill out the form and save the rule. What you have done is specify the workshop type and participant status needed to obtain a certification, as well as the Civi group to assign during the certification process. Continue creating rules until you have completed entering all your certifications.
Use this method to certify any participants going forward. The rule will not apply to past participants unless you use the sync option.
To trigger the certification (usually at the end of a workshop) the instructor will update each participant record in Civi. To learn more about updating a participant status visit the CiviCRM wiki.
Sync
The sync tab on the certification rule page will take you to a form that will allow you to sync the certification rule. The sync option will process the rule for all participants of all events that match the conditions specified in the rule, regardless of when the workshop took place. Use the sync tool to certify past participants of workshops. The maximum number of participants that can be certified using one rule is 5000.
Certifications
Certifications are created automatically by a Certification Rule and are assigned to a Civi contact. Certifications can be deleted by visiting http://www.example.com/certification/%/edit.
Removing Certifications
Deleting a Certification Rule will un-certify all contacts and delete the certification record.
Deleting a Certification will Remove the Contact from the Civi group.
Requirements
CiviCRM Certify only requires two modules: Entity API and CiviCRM.