Set Up Automatic Re-enrollment (Re-certification)

Note: Enrollment Options are available to Admins and Trainers on the Enterprise plan only.

Use Re-enrollment to automatically assign a course to trainees on a recurring schedule for compliance, certification renewal, or ongoing training.

Access Enrollment Options

1. Open Courses.
2. Select the course you want to configure.
3. Open the Settings tab.
4. Locate the Enrollment Options section.

Configure Re-enrollment

1. Enable Re-enrollment.
2. Enter the recurrence interval.
3. Select the appropriate time unit (days, weeks, months, or years).
4. Save your changes.

How Re-enrollment Is Scheduled

The system determines the next enrollment date based on the course configuration.

For example:

• If a course deadline is December 1, 2026 and the recurrence is 1 year, the next course deadline is December 1, 2027.
• If there is no deadline and a trainee completes the course on August 15, 2026, a one-year recurrence schedules the next invitation for August 15, 2027.

Trainee Status During Re-enrollment

After completing the course:

• A new course attempt is created with a status of Pending Invite.
• The trainee continues to appear as Completed until two weeks before the next enrollment.
• Two weeks before the scheduled invitation, the status changes to Pending Invitation.
• Once the invitation is sent, the status changes to Invited.
• If the recurrence period is less than two weeks, the Completed status remains visible for 24 hours before changing to Pending Invite.

Reporting

• Standard course reports display the trainee's current or most recent course attempt.