Certificate Management

Overview

KodeFast’s Certificate Management module provides a flexible framework for assigning, tracking, and storing training certificates. It supports integration with learning systems, secure file transfer protocols, and cloud-based storage, making it adaptable to various organizational workflows and technology stacks.

Pre-Conditions

  • Admin access to the certificate management interface.
  • Users are registered and active within the system.
  • Learning system integration is configured.
  • Secure file transfer mechanism is available.
  • Cloud storage is provisioned and connected.

Task and Certificate Assignment

  • Admin assigns certificate-related tasks to individuals or groups.
  • Tasks may involve completing a course or submitting a certificate.
  • Each task includes relevant details such as deadlines and instructions.
  • Reference materials or course links can be attached.
  • Notifications are sent to users through configured communication channels.

Course Completion and Certificate Submission

  • Users complete assigned learning tasks via the integrated system.
  • Certificates are either generated automatically or obtained externally.
  • Users submit certificates through the platform’s upload interface.
  • Confirmation is provided upon successful upload.

Secure File Transfer Integration

  • The platform monitors a secure folder for incoming certificate files.
  • Files are automatically matched to user records based on naming or metadata.
  • Admins can review logs and manually trigger sync if needed.
  • Failed or incomplete transfers are flagged for follow-up.
  • The system supports flexible file handling protocols.

Pending Task Tracking

  • Admin dashboard displays task status across users and departments.
  • Filters allow tracking by due date, completion status, or task type.
  • Overdue tasks are highlighted for administrative action.
  • Automated reminders are sent to users with pending items.
  • Completion metrics are available for reporting and analysis.

Cloud-Based Certificate Storage

  • Certificates are stored securely on connected cloud infrastructure.
  • Metadata is indexed for easy search and retrieval.
  • Access controls ensure privacy and role-based visibility.
  • Certificates are available for audits, compliance checks, or internal reviews.
  • Backup and retention policies are applied based on organizational needs.