This feature allows administrators to know when a mandatory course needs to be renewed and provides guidance on how to tackle this in the course creation or course edition. It is particularly useful for managing certifications that need to be renewed regularly, such as ISO certifications. It helps keep certificates up to date according to legal regulations.
In the course settings, there is a toggle for course validity, which, when activated, marks the course as 'needs renewal.' As a result, two new columns will appear in the Participants tab to help track the course’s expiration status.
How to view courses with upcoming expiration?
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Go to Training
- In your sidebar, go to Training
- Select All courses
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Identify expired courses
Expired courses will display an alert next to the number of participants. This alarm indicates that some employees need to retake the course
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Click on the course you want to review
- Land in course details
- Click in participants tab
- You will see two columns:
- Completion date
- Course validity
Use the Due date → Due in less than 3 months / Expired filters to see all courses with upcoming expiration dates
How to edit the expiration of an existing course?
- Select the course you want to edit
- Click in the three dots (…) at the top
- Select Course settings
- Within Basic information, scroll down to Course validity
- Mark that the course has a validity period
- Indicate the duration of the course validity (for example, 1 year)
- Click on Save
How to edit the completion date of a course?
Course completion dates depend on the date set for each training group.
Check the article on how to create training groups here.
How to assign employees to a group?
From the training groups tab
- Within a course, go to the Training groups tab
- Select a Training group
- Go to the Participants tab
- Click on +Add participants
- Select the employees
- Click on Select participants
The employee's course expiration date will automatically adjust according to the group’s renewal date
From the course's Participants tab
- Within a course, go to the Participants tab
- In the employee's tab, click on the three dots at the right
- Click on Assign to a training group
- Select a training group
- Click on Add
Only training managers will have access to the platform to view expiration dates