A user may be reassigned a course or learning path in three different ways:
- Manually reassign the course or learning path
- Reassigned due to the course or learning path settings
- Reassigned due to an automated reassignment rule
In order to make sure that you'll be able to keep the best track of the assignments, expirations, and user progress, we suggest choosing only one of these three ways!
But how to select the best option? Below you'll find some useful tips for selecting the best option that will cover your needs! There main things that you'll need to take into account are related to:
- The population that you want to be impacted
- The certificates that will or won't be awarded
- The way you want possible future edits to be handled
- The Compliance Dashboard, in case your course or learning path has been marked as compliant.
Population Impacted
|
Benefits |
Reassignment Rules |
Certificate Expiration |
Comments |
|
Reassign course / learning path for only assigned users, not for the dropped-out users. |
X |
If you want only the currently enrolled/ assigned users to get reassign the course/ learning path, then the reassignment rules will be a better fit for you! In the case of certificates, if you have defined that the course progress will be reset upon certificate expiration, this will also affect the unenrolled/ unassigned users. | |
|
Can be configured to reassign course / learning path to only users that completed the course. |
X |
X |
|
|
Can be configured to reassign course / learning path to all enrolled users. |
X |
Using the reassignment rules allows you to reset the progress even for users who haven't completed the course/ learning path yet. | |
|
Can be configured to reassign course / learning path to only users who have not completed it yet. |
X |
Certificates
|
Benefits |
Reassignment Rules |
Certificate Expiration |
Comments |
|
A certificate can be awarded. |
X |
X |
|
|
Reminder notifications for expiring/expired certificates. |
X |
If you have selected to award certificates having a specific expiration period, you'll be able to trigger specific scheduled notifications to be sent to the members of your academy. | |
|
The certificate can be set to expire. |
X |
X |
Considerations and Impact Related to Future Edits
|
Benefits |
Reassignment Rules |
Certificate Expiration |
Comments |
|
Can easily modify configuration. |
X |
X* |
As an example, a 12-month reassignment needs to be updated to either 24 months or 6 months. |
|
Can adjust settings so expiration dates on certificates for completed courses are removed retroactively. |
N/A |
X* |
Other
|
Benefits |
Reassignment Rules |
Certificate Expiration |
Comments |
|
Can be used for Compliance Dashboard. |
X |
This is for the case that your course / learning path has been marked as a Compliant one - please check also: Tracking My Compliance Training |
*For example, if a certificate is set to expire in one month, you can change it to expire in zero months, i.e. remove the expiration date. In this case, any past completions that were removed from the certificate’s expiration will also be restored. This feature can currently only be used to remove the certificate expiration date, not to make it sooner or extend it. Also, it restores completions for users who have been expired due to the cert expiration.
NOTE:
If a user earns a course certificate and then drops out of the course, they won’t be automatically reassigned the course when their certificate expires. Instead they’ll get a notification that their certificate has expired and their progress will be reset.