# Transcripts

### Overview

MangoApps offers a robust Transcripts Management feature, empowering administrators to generate detailed records of users' completed courses and curriculums. This guide outlines the process of managing transcripts, including template generation, admin-generated transcripts, user self-service options, and customization capabilities.

<figure><img src="https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FTQkZneVeCoszZ2bt9x0C%2F13-03-2024-09-01-18.png?alt=media&#x26;token=feef59e4-66a5-4241-9c9b-58d25fe2b013" alt=""><figcaption></figcaption></figure>

***

### **Generate User Transcript using Templates**

From the Transcripts tab, click the **Generate Transcript** button in the top right corner of your screen. This will bring up the 2-step transcript generation menu.

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FMk0yvaW1bRxUPi8Scd1A%2Ffjhdd.png?alt=media\&token=8c72c232-4a29-4f3a-9d5e-433ff5d02052)

Select learners and the transcript type to be generated. In the second step, choose the time period for completed courses/curriculums to be included. This step also allows you to notify the selected user(s) when a transcript has been generated. Check this box to automatically send a private message to the learner with the link to their specific transcript PDF file.

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FfkZTjrSHQtbnOsrhpRSi%2Fjtyrjtg.png?alt=media\&token=08d82dd5-cd3c-4510-95c0-341d77407b1c)

Depending on the transcript type you chose in step 1, the generated transcript will include: the list of courses/curriculums completed by the selected learner, Courses/curriculums completed within the specified time period, and compliance with credit hour requirements based on the selected transcript type.

For information on creating a custom transcript template, click [here](https://guides.mangoapps.com/lms-guide/learn-admin/transcripts/create-a-transcript-template).

{% hint style="warning" %}
The completed courses/curriculums that will be included **must** have credit hours if the transcript type selected is **Completed Courses with credits**.

The completed courses/curriculums that will be included **must not** have Credit hours if the transcript type selected is **Completed Courses without credits**.
{% endhint %}

***

### Managing Transcript Templates

Custom transcript templates can be edited by domain & learn module admins. From the **Manage Transcripts Template** menu, you have the option to edit, duplicate, activate/deactivate, and delete listed templates.&#x20;

{% hint style="danger" %}
System provided templates **cannot be deleted** only duplicated and activated/deactivated.
{% endhint %}

<figure><img src="https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FdS0lOFunxJvD2XfOU46K%2Fhstrdrf.png?alt=media&#x26;token=15396af3-8e1a-4662-bd1c-3b663a02f377" alt="" width="563"><figcaption></figcaption></figure>

When cloning a template, a unique name is needed for the new template. Templates cannot share exact matching names. If a template is deactivated, the template thumbnail will display the **Inactive** tag. It will remain visible within the admin portal but it will not appear as a selection choice when generating a transcript. &#x20;

{% hint style="danger" %} <mark style="color:red;">Permanently deleted templates</mark> <mark style="color:red;"></mark><mark style="color:red;">**cannot**</mark> <mark style="color:red;"></mark><mark style="color:red;">be restored.</mark>
{% endhint %}

***

### Upload External Certificate

[If enabled](https://guides.mangoapps.com/lms-guide/learn-admin/learn-settings#advanced-options), users will have the option to upload external certificates. <br>

<figure><img src="https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2Fnfh91m0tZ1UyPA9ZopBB%2Fimage.png?alt=media&#x26;token=1fbe555d-b21f-4c67-8362-ec5df8a53d4e" alt="" width="563"><figcaption></figcaption></figure>

Click the **Upload External Certificate** button and fill out the information in the pop-up window. Optionally, an image can be uploaded to display the certificate design, which will be shown on the user's **My Certificates** tab and on the user's profile.

External certificates will be indicated with the tag "external".

{% hint style="danger" %}
Completion dates can only be set in the past; future dates **CANNOT** be set for completion.
{% endhint %}

***

### **Admin vs. User-Generated Transcripts**

Domain and LMS (Learning Management System) administrators have the capability to generate transcripts for any user. All administrators can view and download transcripts from the **Transcripts** tab in the Learn module within the Admin Portal. Admins can configure transcript notification settings to receive notifications when transcripts are ready. Transcripts include ILT (Instructor-Led Training) courses that meet the specified filter and template type criteria.

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FBtHWky4eByb228dp1WWw%2Fghserthdtyrr.png?alt=media\&token=0ee156f1-2983-4477-b5df-346fd73d6d27)

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FP7iLdLLYQEA3oaNgnj1y%2Fgjhftyjrf.png?alt=media\&token=94a8714c-2bd8-48c0-a63b-246f733fbc57)

Admins also have the option to enable users to self-generate their individual transcripts using the configured templates. This setting can be enabled/disabled in the Admin Portal under **Modules** > **Learn** > **Settings**. When this option is **enabled**, users can access their transcripts from **Learn** > **My Transcripts** in the user portal.&#x20;

***

### **Sending Transcripts to Users**

Admins can choose to automatically send a private message with the transcript as a PDF file. Users can view & download the transcript directly from the message.

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FksxoKOGDvAPG600msQ8Q%2F13-03-2024-09-27-57.png?alt=media\&token=846c74fc-089d-4da9-8f4b-86bd6187804d)

If email notifications for private messages are enabled, users will be notified about the transcript via email. The email contains a private link requiring user authentication for viewing/download.

***

### **Impact of Transcript Template Changes on Users**

Edits to the transcript template background/content will **not** affect users who have already received transcripts. New transcripts generated **after** template changes will adhere to the updated template.

![](https://3033486383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MOrN-GvPliD0J-0qnH-%2Fuploads%2FC4cA4mrKXP8XcFTeqT7T%2Fmghncgfbv.png?alt=media\&token=3cc92fc4-809a-46f5-9f34-f23e2a824031)
