Editing an active certificate requirement

You could encounter the need to change the type of an existing requirement, e.g. from one that requires document upload only to one that requires file upload and an expiry date

This can normally only be done if the requirement hasn't been assigned to any users, user roles or programs. If it has been assigned, you can instead use the workaround we explain here.

1. Rename the existing requirement
   Go to Administration -> Requirements -> Create -> Certificates
   
   Click the pencil on the relevant requirement.
   Then change the name, e.g. "...(old)", and update the certificate type.
   
   
2. Deactivate the existing certificate requirement
   Still on the Administration -> Requirements -> Create -> Certificates page, click the toggle button to the right of the certificate type. 
   
   Confirm the popup and the certificate is now deactivated. 
   You will be able to see it on the list of deactivated certificate types*.
   
   
   
   
3. Create a new certificate type with the name of the old and the correct certificate type
   Still on Administration -> Requirements -> Create -> Certificate, click on the Create requirement button.
   Type the original name of the now deactivated certificate type, and select the correct type.
   
   Then save the certificate type by clicking Create Requirement.
   
   
4. 'Replace' old requirements with the new certificate type 
   You now have to add requirements with the new certificate type. You can for example assign it to a user role as explained this page or it can be assigned to individual users or to students on a program as described here.

Note: The users will still have the certificates for the old requirements.