CIOP Certificate Guidelines for CRM & InDesign

Standard Operating Procedure for CIOP Certificate Guidelines for CRM & InDesign:

CRM:

Once the candidate paid for CIOP, we need to change the services field from CIOP to CIOP Candidate in Hubspot
Then enter the CIOP Status as Enrolled in Hubspot
Then assign a CIOP Number for them from CIOP Number list
Choose the Type
Save the above details in HubSpot
Then send the CIOP Mailing Address Form to the candidate
Courier the Material to the given address
And inform them by email in Hubspot with tracking details
Class registration need to be done
Once will give the LMS access, credentials needs to be shared to them by email
Every week session recording to be uploaded in LMS
Then give the access to all and inform them as well
Once the training is over, please check the candidate about their exam date
And assign the CIOP Exam on the given day
Once they completed the result will be shared by an email
Then change the CIOP Status accordingly. For example, if they passed means need to change the status as Passed

Get the Candidate’s Passing Information:

We need to prepare the CIOP Certificate for who achieves 70% or above in CIOP Exam
The above details, we need to refer and verify in LMAS. LMAS Link is https://fhyzics.talentlms.com/
Certification Manager needs to the provide the below details to the designer for preparing the certificate through HubSpot
-Full Name ( Official Name) – First Name & Last Name
-Date of Passing ( Refer in LMAS)
-Certificate Number ( Select from Certificate Number List)
Certification Manager needs to enter the above details in HubSpot. We need to enter the above details in Notes Section for the designer reference
And to be inform to the Designer

Certificate Preparation :

Once the candidate passed the CIOP Examination, we need to prepare the certificate and then take the print out in Texture Board ( White Colour)
Within ONE business day we need to send the electronic copy of the CIOP Certification by email.
And within SEVEN business days we need to send the hardcopy of the certificate through postal mail.

Courier Formalities:

Indesign Certificate Elements:

Click here to view the certificate

We need to use the Certificate Design Template for preparing the certificate
We need to change the Name, CIOP Number
Then save the InDesign copy as in the filename of CIOP-Firstname-Lastname-CIOPNumber.indd
Then Export as Save as PDF in Print format
File Name as CIOP-Firstname-Lastname-CIOPNumber.pdf

Certificate formatting as below

Font Name: Cubano
Size: 20 pt