Eligibility Rules

Define who qualifies for certificates by setting eligibility rules based on attendance, completion, and other criteria.

Understanding Eligibility

Eligibility rules determine which participants receive certificates. Rules can be based on:

• Attendance percentage
• Session completion
• Activity participation
• Manual approval
• Custom criteria

Setting Up Eligibility

Access Settings

1. Go to your event dashboard
2. Click Certificates
3. Select Eligibility Rules

Rule Types

Attendance-Based Rules

Minimum Attendance

Set a percentage threshold:

How It Works

Eligible if: Attendance % ≥ Minimum Required %

Example:
- Minimum: 80%
- Participant attended: 4 of 5 sessions (80%)
- Result: Eligible ✓

Configuration

1. Enable Attendance-based eligibility
2. Set Minimum percentage (e.g., 80%)
3. Choose what counts:
   • All sessions
   • Required sessions only
   • All activities
   • Required activities only

Session Requirements

Required Sessions

Mark specific sessions as required:

1. Go to Sessions
2. Edit session
3. Enable Required for certificate
4. Save

Session Rules

Example

Required Sessions: Opening, Training, Closing
Rule: Must attend all required sessions

Participant A: Opening ✓, Training ✓, Closing ✓ → Eligible ✓
Participant B: Opening ✓, Training ✗, Closing ✓ → Not Eligible ✗

Activity Requirements

Required Activities

Mark activities as mandatory:

1. Go to Activities
2. Edit activity
3. Enable Required for certificate
4. Save

Activity Rules

Points-Based Eligibility

Point System

Assign points to sessions/activities:

Threshold Settings

How It Works

Participant earns points based on attendance. Certificate issued if points meet threshold.

Achievement Levels

Multiple Certificate Tiers

Create different certificate levels:

Configuration

1. Create multiple certificate templates
2. Set different eligibility rules for each
3. Assign templates to levels
4. Generate based on achievement

Manual Eligibility

When to Use

• Special circumstances
• Custom criteria not captured by rules
• VIP or speaker certificates
• Corrections

Setting Manual Eligibility

1. Go to Participants
2. Select participant
3. Click Certificate Eligibility
4. Toggle eligible/not eligible
5. Add reason

Exclusion Rules

Excluding Participants

Prevent specific participants from receiving certificates:

How to Exclude

1. Go to Participants
2. Select participant
3. Toggle Certificate Eligibility off
4. Add exclusion reason

Checking Eligibility

Before Generation

Preview who qualifies:

1. Go to Certificates
2. Click Check Eligibility
3. View eligible participants
4. Review borderline cases

Eligibility Report

Rule Examples

Training Program

Rules:
- Minimum 80% session attendance
- Complete final assessment activity
- No early departures from sessions

Conference

Rules:
- Check in to event
- Attend at least 1 session
- (More lenient for networking events)

Certification Course

Rules:
- 100% attendance of all required sessions
- Complete all practical activities
- Pass assessment (80%+ score)

Workshop Series

Rules:
- Attend all 4 workshops
- Complete take-home assignments
- Present final project

Best Practices

Setting Rules

• Be clear about requirements upfront
• Communicate rules to participants
• Set achievable but meaningful thresholds
• Consider different attendee circumstances

During Event

• Track attendance accurately
• Note any issues or exceptions
• Update manual eligibility as needed

After Event

• Review eligibility before generating
• Handle edge cases thoughtfully
• Document exceptions

Troubleshooting

Participant should be eligible but isn't

1. Check attendance records
2. Verify check-in was recorded
3. Review required vs optional sessions
4. Check manual eligibility settings

Too few eligible participants

1. Review threshold settings
2. Check attendance data accuracy
3. Consider rule adjustments
4. Use manual override if justified

Participant contests eligibility

1. Review their attendance record
2. Check for missing check-ins
3. Verify data accuracy
4. Consider appeal process

Next Steps

• Create certificate templates
• Generate certificates for eligible participants
• Set up verification