Enabling course validity, recurrence, and compliance are crucial features for managing and enhancing the effectiveness of courses. Course validity ensures that the content remains current and relevant over time. Recurrence automates course assignments at specified intervals, fostering ongoing learning among employees. Compliance ensures that employees complete mandatory training and adhere to regulatory and organizational standards, mitigating the risks associated with non-compliance. These features streamline administration and support continuous improvement in training outcomes.
During or after creating a course, the authors can set its validity, enable recurrence to automatically assign it at specified intervals, and enable course compliance.
During or after the course creation, the authors can configure courses with various settings, including validity, recurrence, and compliance. The following scenarios illustrate the different configurations available:
- Non-recurring and non-compliance course: No recurrence schedule and is not a compliance course.
- Recurring and compliance course: Recurs at specified intervals and is also designated as a compliance course.
- Non-recurring but compliance course: No recurrence schedule but is a compliance course.
- Recurring but non-compliance course: Recurs at specified intervals but is not a compliance course.
- Valid, non-recurring, and non-compliance course: Has a set validity period, no recurrence schedule, and is not a compliance course.
- Neither valid, recurring, nor compliance course: No set validity period, no recurrence schedule, and not a compliance course.
These configurations ensure that course settings meet various training requirements and organizational policies.
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For Engagedly V1, navigate to Learning from the top.
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For Engagedly V2, navigate to Apps on the left pane and select Learning.
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After creating a course, you are redirected to the course edit page, where you can configure the compliance settings.
- Below the course description, click Configure in the Compliance & Recurrence field.
2. Set validity, recurrence, and compliance as required and click Save.
You can perform the following steps to configure the compliance settings for a new course:
- At the top right, click Manage Resources, and then click Add.
- Select Create Course.
- Set validity, recurrence, and compliance as required and click Save.
Validity
- 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 reassign the course.
Recurrence
- Select Yes to reassign the course after its validity period, or No to disable reassignment.
- 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 reassignment depends on the validity setting.
Compliance
- Select Yes to enable compliance for the course or No to disable it, and click Save.
Note:
- 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 the 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.
Edit compliance settings
After configuring the compliance settings for a course, you can edit it at any time.
- At the top right, click Manage Resources and then select a course.
- Click Edit on the right side of the Table of Contents field.
3. Click View in the Compliance & Recurrence field.
4. Make the necessary changes and click Save.