---
title: Configure course validity, recurrence, and compliance
description: Course validity, recurrence, and compliance are crucial features that help organizations manage learning effectively and meet regulatory requirements.
---

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# 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**.

1. Click **Add** at the top right and select **Create Course**.
2. 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.

![Configure course validity, recurrence, and compliance1](https://help.engagedly.com/hs-fs/hubfs/Configure%20course%20validity%2c%20recurrence%2c%20and%20compliance1.jpg?width=670&height=243&name=Configure%20course%20validity%2c%20recurrence%2c%20and%20compliance1.jpg)

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

### **Configure settings for existing courses**

1. Open a course, click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** at the top right, and select Edit course.
2. Below the course description, click **Configure** in the “Compliance & Recurrence” section.
3. Set [validity](https://help.engagedly.com/configure-course-validity-recurrence-and-compliance#validity), [recurrence](https://help.engagedly.com/configure-course-validity-recurrence-and-compliance#recurrence), and [compliance](https://help.engagedly.com/configure-course-validity-recurrence-and-compliance#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** todeterminethe 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](https://help.engagedly.com/assign-learning1?hsLang=en) 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](https://help.engagedly.com/manage-learners1?hsLang=en) from the course to stop them from accessing it.

Admins, authors, or co-authors can [export reports](https://help.engagedly.com/export-learners-reports1?hsLang=en) for the compliance courses, indicating learners' compliant status.

### **Manage compliance settings**

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

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

![Configure course validity, recurrence, and compliance](https://help.engagedly.com/hs-fs/hubfs/Configure%20course%20validity%2c%20recurrence%2c%20and%20compliance.jpg?width=670&height=346&name=Configure%20course%20validity%2c%20recurrence%2c%20and%20compliance.jpg)

     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.

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