Setting Up Re-Certification Courses
The Re-certification feature supports the need to set up a single course that requires learners to be enrolled repeatedly. Instead of setting up a new course every year and going through the process of selecting which learners should be enrolled, you can set up rules for the re-certification course and automate much of the process.
Here is how to set up this re-certification course:
Let's say it is November and you are setting up your annual safety training course that all learners must take every December. You also want them to be reminded to complete the course after 60 days, because after 75 days, you must close the course and run a final report for the Safety Gurus (or the government). You want a final reminder sent 7 days before the course is closed for completions so that those last few people who haven’t completed the course are notified that they only have a week left.
- Set up a single course and mark it as Re-Certification (Online or Scheduled course types)
- Select Re-enroll every 1 Years
- Enter 60 for Expected Duration (learners receive a behind schedule email)
- Enter 75 for Close Duration (last day learners will be able to complete the course) Note: Must not be less than Expected Duration.
- Enter 7 for Closed Email (learners receive a final notice reminder email 7 days prior to the course becoming closed on the 75th day after enrollment)
- Leave the course marked Inactive
- Set the Activation Date for when the course should become active and selected groups of learners should be enrolled
- Select learners to be enrolled under Step 5. (or 6 if this is a Scheduled Course) Next Steps > Enroll Students
Update Modules in a Re-Certification Course
Once a course cycle is closed, mark the course as Inactive and a new Activation Date can be set for the next cycle. During the period between this time and the next enrollment session, any modules in the course may be updated (or new ones added) for the next course cycle.
How to Override Closed Status for Individual Learners
Sometimes there are special cases where a learner just couldn’t complete the course prior to the close date. On their transcript instead of a “Completed” status, they have a “Closed” status.
If you want to allow the learner to be able to complete the course past the deadline, go to their transcript and locate the re-certification course. The status marked as “Closed” will be underlined - this is a link that allows you to re-activate the enrollment. The course will be marked as “Behind Schedule” until the learner completes the course.
Note: If the learner doesn't complete the course before the next enrollment cycle begins, the course for the previous cycle will be marked as “Closed” on their transcript and they will be re-enrolled in the next course cycle.