Because of the unique way in which Interim Certificates are generated, the related Drawloop packages must be configured differently from our regular certificates.

The following points outline the requirements for the Drawloop package and for the Word template.

The Word template for Interim Certificates has a few modifications that must be obeyed for both compliance and technical reasons.
The following requirements are must haves from a compliance perspective:

1. The template must not have a Date of Completion or Date of Achievement. A Date of Issue will be the only date present.
2. The certificate number must follow this format: <<Attendee_Certificate_Number>>_<<Product_Program_Identifier>> (e.g. 'SJAA-1009546_TAESS00011')

Depending on the alias's chosen for the SOQL relationship, the merge fields for Product and Skill_Set may also need to change.

Because the product for the Interim Certificate is not directly related to the Attendee but rather via a special temporary field on the course, the relationships used in the package are different from our regular certificates.

The package begins on the Attendee__c object and will typically look like the following:

Course Relationship
The course relationship from the attendee should be configured as a 'lookup' from the Attendee.

Stand Alone Data - Product
The relationship to the Product object is different from the standard certificate. The Product for this stand alone data is filtered based on the Course 'Interim Certificate' field using this value in the 'Filter By' section:
"Product ID - is equal to - <<Course_Interim_Certificate_Product>>"

Ensure that there are no spaces in the merge value for <<Course_Interim_Certificate>>

SOQL Query - Skill_Set or Enrolled_Competencies
The enrolled competencies for the certificate are also different from the standard certificate. In the case of the example below the certificate uses the alias 'Skill_Set' for this query, however, if the Interim Certificate is designed for non-skillset purposes, it may be beneficial to choose a different name for this query.
The query used is important as it filters the competencies on the Attendee record based on the competencies included in the chosen Interim Certificate. Without this query, the interim certificate would return all enrolled competencies for the Attendee which violates the purpose of the tool.
This is the query that should be used for populating the enrolled competencies on the certificate:

"SELECT Id, Competency__r.Name, Competency_Unit_Name__c from Enrolled_Competencies__c where Attendee__c ='<<Attendee_Id>>' AND Competency__c IN (SELECT Competency__c FROM Product_Competency__c WHERE Product__c = '<<Product_Id>>') ORDER BY Competency__r.Name ASC"

The full configuration may look like the following:

The file name must not begin with 'Certificate' or 'Statement' - if they do they will conflict with the redeliver certificate solutions. All other names are acceptable.
The package must contain both a 'Email to Student' and 'Email to Employer' delivery option.
Both options must attach the certificate to the originating Attendee__c record.

Availability:
At a minimum the package should be made available to the 'Training Administrator' and 'System Administrator' profiles

Final Field Configuration:
The following fields must be set with values from the 'View Metadata' utility on the Drawloop package:
Email_Id__c : The delivery ID of the 'Email to Student' delivery method
Employer_Email_Id__c : The delivery ID of the 'Email to Employer' delivery method