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Set up course renewal rules

You can configure course renewal rules to automatically reset courses after a set amount of time.

Andreea Nicoara avatar
Written by Andreea Nicoara
Updated over 4 months ago

A course renewal rule is a rule that you can apply to your courses to automatically reset a course after a set amount of time so that you're users can complete them again. This is especially useful for courses like Food Safety, where you may want your team to complete the training annually.
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To set up course renewal rules, follow the steps below:

  1. Log in to the Admin Tool.

  2. Click Config, then click Renewals.

  3. Click Add and select the course.

  4. Select the Renewal Months.

  5. Select the Message Weeks.

  6. You can add positions, sites, or divisions.

  7. Click Save.

    • You can check if a course has a renewal set up by checking the reports and seeing if the learner has a due date showing against the course. This is the date the course is due for re-completion.

    • You can define the number of months after which the course becomes due, as well as the number of weeks it remains open for users to complete before the due date.

Note: Once you've created your course renewal rules, they come into effect from midnight (00:00) the next day.

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