Purposes

What it is

The reasons a certificate can be issued, such as bank or visa.

Why it matters

Keeps every certificate tied to a clear, consistent reason.

When to use it

Office staff set these up once; they appear on each request.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Certificates to open it.
3. Click Purposes.

What you see

Purposes · click the picture to enlarge

• The list has these columns: Code, Label, Language, Applies to, Dues clearance, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• New purpose — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Filling in the form

1. Click the New purpose button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (4 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Purposes · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this reason, such as BANK, unique for this language.
Label *	text	The name shown in the list, such as Bank loan.
Language *	choose	Choose the language this reason is written in.
Printed text *	long text	The reason as it will appear on the certificate, such as bank loan.
Requires dues clearance	tick box	Tick if the student must have no unpaid fees before getting this certificate.
Active	tick box	Tick to offer this reason. Untick to hide it without deleting it.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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