Configure a Credit Provider

Credit Providers are the institutions that will be providing the credits to the Claimers, or the claimers can choose which credit to earn.

To configure the Credit Provider:

From Home select Education
Select the Providers tab
Select Create Provider

Name: This should be listed as the Credit Provider in YOUR AMS, this MUST match the provider's Name in the AMS, not the Code
**Credit Name:**Identification of the Credit given to the provider within Slayte for display purposes
Certificate Template: Slayte generates a PDF certificate when claims are submitted, and you have full control to customize this PDF template to match your branding. Upload an HTML-certificate-template file (see example below). It should be UTF-8 encoded and have .hbs or .handlebars at the end as the extension name. The file can contain placeholders (please refer to the example below on how to use them, and which are available), and the placeholders will be replaced for each submitter and their claims.
Profile Fields: These are administrator-defined profile fields, that the user has to fill out before submitting their credit claims
- Field Name: Presented name of the field. Eg: License Number
- Placeholder Name: This is the placeholder name that is specified in the certificate template to place this information
- Requirement: Indicate this field as required in the certificate template. Claimers will not be able to generate their certificate until they provide this value.

Click Save to commit the configuration

Certificate Template Placeholders


Placeholder	Description

claimerName
Name of the claiming user

claimedCreditsCount
Total sum of credits claimed in this certificate

claimedItemsCount

| How many items are claimed in this certificate | |

providerName

#each listItems ... /each

| Creates a programmatic loop iterating over the claims included in this certificate, e.g. one per claimed session. Each claim has several placeholders available, see below. |

Certificate Claim Placeholders


Placeholder	Description

claimItemCreditAmount
The credits associated with the item in this claim

claimItemDate
Date when this item was claimed (can be different from certificate generation)

claimItemName
Name of this claim item, e.g. the session name

Creating Custom Profile Fields Placeholders

To configure non-system placeholders, administrators can poll custom profile fields into the mapping into the provider's profile, for the claimer to populate before generating the certificate (opens in a new tab). Here’s a brief description of how to add:

Under Education, select the Providers tab
Select + Create New Provider or select Edit to change an existing one
Select + Add Profile Field
- Field Name: Label the claimer will see when completing the provider's profile
- Placeholder Name: Value that will be used as a placeholder to reference in the certificate template. Must be in camelCase

Certificate Example

See the below example for styling code and visual aid of a certificate and its template.

Below is the source code used to generate this certificate (the template source code in .HTML format)

<!DOCTYPE html>  
<html lang="en">  
<head>  
 <meta charset="UTF-8">  
 <meta name="viewport" content="width=device-width, initial-scale=1.0">  
 <meta http-equiv="X-UA-Compatible" content="ie=edge">  
 <title>Certificate</title>  
</head>  
<body style="text-align: center; margin-top: 15px">  
 <img width="200px" src="https://upload.wikimedia.org/wikipedia/commons/2/2d/600px/_Black/_star/_White/_background.svg"/>  
 <h1>Certificate of Continuing Education</h1>  
 <div>  
 <p>{{claimerName}}</p>  
 <p style="width: 800px; margin: 0 auto;">  
 has completed {{claimedCreditsCount}} clock hour(s) of continuing education at  
 <strong>{{providerName}}</strong>  
 </p>  
 <p>(License Number {{licenseNumber}}).</p>  
 </div>  
 <p><br /></p>  
 <ol style="width: 800px; margin: 0 auto;">  
 {{#each listItems}}  
 <li>  
 {{claimItemName}} ({{claimItemCreditAmount}} "{{creditName}}" credits, claimed on {{claimItemDate}})  
 </li>  
 {{/each}}  
 </ol>  
 <br/>  
 <br/>  
 <div>  
 <p style="text-decoration: underline">Jennifer Ng</p>  
 <p>President & CEO</p>  
 <p>American Society on Industrial Mechanics</p>  
 </div>  
</body>  
</html>

Administrator How-to Getting Started