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How to use the Renewal Cycle (Expiry Date) for compliance content

Ensure your Users are revisiting important mandatory training, when necessary, by implementing a Renewal Cycle (aka Expiry Date).

Aaron-Spencer avatar
Written by Aaron-Spencer
Updated over a week ago

If your industry requires compliance training or certification on any kind of regular schedule, then Authors of your organisation's content can set a recurring option.

Note: The terms Renewal Cycle and Expiry Date are interchangeable, although the slight difference is the following...

  • Renewal Cycle: Used to describe the option to automatically reset content completion - on a recurring basis - after the User has completed it for the first time.

  • Expiry Date: The result of the Renewal Cycle being set. Users will be given their own Expiry Date, once the content has been completed for the first time. This is linked to the Expiry Date columns shown in the Manager/Admin Dashboard pages.

To set a Renewal Cycle:

  1. Inside your content type's editor, go to the Release & Deadline step

  2. Toggle the option under Renewal Cycle

  3. Assign any of the following recurring periods:

  • Monthly - 4 weeks

  • Quarterly - 3 months

  • Annually - 12 months

  • Custom - You can set customised Days/Weeks/Months

4. Once you've selected your desired options, click Save & Publish to finish.

Note✨: The Renewal Cycle will start from the date the User has completed the content. So, as Users learn at different paces, this date will be different for each assignee.

For Live Classes and Webinars

Users must click the "Join" button to attend the session, and this will activate the Renewal Cycle/Expiry Date.

For Users

Once they've completed the content, they'll be able to retake the content by selecting the Retake button on the content's landing page.

Remember✨: If content has a Cost Per Learner applied, the User will only be charged once, and not each time the content is renewed upon completion.

Notifications to remind Users will be sent out:

  • On the date of expiry

  • 1 week after the expiration date (only if they have yet to retake/do the content)

❗Users can't complete content ahead of the Expiry Date. They'll always need to wait until the date reaches, to be able to renew it's completion status.

This means Users an re-enter the Course multiple times, for revision without their Expiry Date changing. It will however, increase their Time Spent Learning data.

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