Certificates

Lists completed literacy enrollments that qualify for a certificate of completion. It evidences that members have received financial education, which can be a precondition for group-loan eligibility or a client-protection compliance record.

Certificates
Certificates — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Financial Literacy then Certificates
  2. Review enrollments marked as completed
  3. Open a record to confirm the member met the pass criteria
  4. Issue or print the certificate for the member
  5. Use the record as proof of education for loan or audit purposes

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Member
member_id
Link → mfi.memberYesMember
Module
module_id
Link → mfi.member.literacy.moduleYesModule
Enrolled On
enrolled_date
Date & timeYesEnrolled On
Status
state
Choice: Enrolled, In Progress, Completed, FailedYesStatus
Has Message
has_message
Yes/NoHas Message
Started On
started_date
Date & timeStarted On
Completed On
completed_date
Date & timeCompleted On
Score (%)
score
NumberScore (%)
Required Score (%)
pass_score
NumberRequired Score (%)
Responses
response_ids
ListResponses
Company
company_id
Link → res.companyCompany
Certificate #
certificate_number
TextCertificate #

Actions & buttons

Buttons available on this screen and what they do:

  • Start
  • Auto-Score and Complete
  • Mark Complete (Admin)
  • Print Certificate

Status lifecycle

Records on this screen move through these statuses:

Enrolled → In Progress → Completed → Failed

Notes & rules

  • Model mfi.member.literacy.enrollment filtered to completed
  • Evidence of completed financial education
  • May gate group-loan eligibility
  • Supports client-protection documentation

Technical model: mfi.member.literacy.enrollment · Record: Financial Literacy Enrollment

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