Configure a Credit Provider

Configure a Credit Provider

Credit Providers are the institutions responsible for issuing credits to claimers. Claimers may have the option to choose which credit they wish to earn.

Configuring a Credit Provider

  1. From Home, select Education.
  2. Navigate to the Providers tab.

  3. Click Create Provider.

Provider Configuration Options

  • Name: This should match the Credit Provider’s name in YOUR AMS. It must match exactly to avoid discrepancies.
  • Credit Name: This is the name of the credit assigned to the provider within Slayte for display purposes.
  • Certificate Template: Slayte generates a PDF certificate when claims are submitted. You can upload a custom HTML certificate template (.hbs or .handlebars format, UTF-8 encoded).
  • Profile Fields: These are administrator-defined fields that users must fill before submitting credit claims.
    • Field Name: Label displayed to users (e.g., License Number).
    • Placeholder Name: The variable name used in the certificate template.
    • Requirement: Determines if the field is mandatory before generating the certificate.
  1. Click Save to apply the configuration.

Certificate Template Placeholders

placeholders

Claim Certificate Placeholders

placeholders

Creating Custom Profile Field Placeholders

To configure non-system placeholders, administrators can map custom profile fields into the provider’s profile. Click here to learn how claimers populate these fields before generating certificates.

Steps to Add Custom Profile Fields

  1. Under Education, go to the Providers tab.
  2. Select + Create New Provider or click Edit to modify an existing provider.
  3. Click + Add Profile Field and configure:
    • Field Name: The label displayed to users completing the provider profile.
    • Placeholder Name: The value used as a placeholder in the certificate template. Must be in camelCase.

Certificate Example

Below is an example of a generated certificate and its corresponding template.

Certificate Example

Certificate Template Source Code

  1. <!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>

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