How do I set up a course to re-enroll learners?

Courses that need to be taken in cadence (i.e. yearly) can be set up for auto re-enrollment. This is done in the course settings by toggling on “set course expiration” and also ticking the box to allow auto re-enroll.

EXPIRATION BASED ON COMPLETION DATE

You’ll set the length of time the completion should be valid until the learner needs systematic re-enrollment to keep the ongoing completion from the previous completion.

The “Valid for X days” will apply an expiration date “X days” after the user’s date of completion of the learning item. It is important to note here that it will only apply an expiration date if the user completes the learning item. If the item is overdue, the item will remain overdue until completed, and at that point, the “valid for” setting will start to track time 

In this example, enrollment date and due date have no bearing on expiration and auto re-enrollment. What matters is the completion date and subsequent expiration date.

In the example screenshot above, a learner in this course, once completing the course, will have that completion valid for 365 days. The assigned expiration date will be 365 days after the completion date.

For the auto re-enroll function, the "Learners will be given 30 days to complete this course before it expires.” Re-enrollment will then occur 30 days before the assigned expiration date.

An example using dates:

  • I am enrolled in the course on 11/01/2022
  • I complete the course on 12/31/2022
  • My assigned expiration date will be 365 days after 12/31/2023
  • Re-enrollment will occur 30 days prior to that on 12/01/2023

EXPIRATION BASED ON ENROLLMENT DATE

You’ll set the length of time the completion should be valid until the learner needs systematic re-enrollment to keep the ongoing completion from enrollment date.

The same information above holds true except the learner will be re-enrolled based on the date of the initial enrollment.

An example using dates:

  • I am enrolled in the course on 11/01/2022
  • I complete the course on 12/31/2022
  • My assigned expiration date will be 365 days after 11/01/2022
  • Re-enrollment will occur 30 days prior to that on 10/01/2022

EXPIRATION BASED ON SPECIFIC DATE

You’ll set the length of time the completion should be valid until the learner needs systematic re-enrollment to keep the ongoing completion from a specific date.

The same information above holds true except the learner will be re-enrolled based on the date of the specified date.

An example using dates:

  • I am enrolled in the course on 11/01/2022
  • I complete the course on 11/20/2022
  • The course is set to a specific date of expiration of 01/01/2023
  • My assigned expiration date will be 01/01/2023
  • Re-enrollment will occur 30 days prior to that on 12/01/2022

If you want to dive more into expiration settings, read our help article here.

We also have an article on why enrollment sources are so important for initiating re-enrollments that we recommend here.

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