Configure course validity, recurrence, and compliance

Course validity, recurrence, and compliance are crucial features that help organizations manage learning effectively and meet regulatory requirements.

Course validity ensures that the content remains current and relevant by defining how long a course remains valid.
Recurrence automates course re-assignment at specified intervals, encouraging continuous learning.
Compliance ensures that employees complete mandatory training and adhere to regulatory or organizational standards, reducing non-compliance risks.

These features simplify administration and support consistent training outcomes.

Authors can configure validity, recurrence, and compliance during or after course creation.

Configure settings for a new course

Navigate to Apps > Learning > Author.

Click Add at the top right and select Create Course.
Enter the title and a description and click Save.

After creating a course, you are redirected to the course edit page, where you can configure the compliance settings.

3. Below the course description, click Configure in the “Compliance & Recurrence” section.

4. Set validity, recurrence, and compliance as required and click Save.

Configure settings for existing courses

Open a course, click the Overflow Menu at the top right, and select Edit course.
Below the course description, click Configure in the “Compliance & Recurrence” section.
Set validity, recurrence, and compliance as required and click Save.

Validity settings

Select Yes to set a validity period for the course, or No to skip this step.
If yes, select either Course Completion Date or Custom Date to determine the validity period for a course.
Set the period for the validity of a course.

📒Note: Without setting validity, you cannot re-assign the course.

Recurrence settings

Select Yes to re-assign the course after its validity period, or No to disable re-assignment.
If yes, select On Expiry to re-assign the course after its validity expires, or Before Expiry and set the number of days before the expiry to re-assign.

📒Note: Course re-assignment depends on the validity setting.

Compliance settings

Select Yes to enable compliance for the course or No to disable it, and click Save.

Course configuration scenarios

Courses can be configured in several ways based on training requirements:

Non-recurring, non-compliance course: Does not have a recurrence schedule and is not a compliance course.
Recurring compliance course: Re-assigns automatically at specified intervals and is designated as a compliance course.
Non-recurring compliance course: Does not have a recurrence schedule but is marked as a compliance course.
Recurring non-compliance course: Re-assigns at specified intervals but is not a compliance course.
Valid, non-recurring, non-compliance course: Has a defined validity period, does not recur, and is not a compliance course.
Neither valid, recurring, nor compliance course: Does not have a validity period, does not recur, and is not a compliance course.

These configurations provide flexibility to meet various training requirements and organizational policies.

ℹ️Additional information:

If you enable compliance for an existing non-compliance course, it resets the learner’s progress.
After assigning the compliance course to a group of learners, if you add a learner to that group, the learner cannot access the course until you assign it to them manually.
If you remove the learner from a group after assigning them to a compliance course, they can still access the course. You have to manually remove a learner from the course to stop them from accessing it.

Admins, authors, or co-authors can export reports for the compliance courses, indicating learners' compliant status.

Manage compliance settings

After configuring the compliance settings for a course, edit it at any time.

Open a course.
In the “Info” tab, click Edit on the right.

3. Below the course description, click View in the “Compliance & Recurrence” field.

4. Click Modify, make the necessary changes, and then click Save.

📒Note: Authors can mark courses imported from integrated applications as compliance courses.