Enable course and training plan retakes based on the certificate expiry settings

Introduction

Learn365 provides various ways of enabling learners to retake courses and training plans.

In this article, we describe how to enable users to retake courses and training plans based on the certificate expiry settings.

For specific information about certificates and forced retake options, see the dedicated articles for creating e-learning courses, instructor-led training, and training plans. For more information about the various retake options, see this article.

 

In this article

• Enable a course or training plan retake after the certificate expiry date
• Enable a course or training plan retake before the certificate expiry date

 

Enable a course or training plan retake after the certificate expiry date

Required role: catalog or course admin.

To enable a learner to retake a course or training plan after their certificate expires:

1. Go to the Learn365 Admin Center > Training Management > select a course or training plan > Manage Course / Training Plan Settings.

2. In the Due date and certificate section, select a Certificate template from the drop-down list. In the following example, the certificate status will automatically change to Expired 365 days after course completion.

 

 

3. Set the Forced retake toggle to On and select the once certificate has expired radio button.

 

 

With this setting, the forced retake will be initiated when the certificate expires. Learners will receive a Certificate expired notification if they're enrolled in the course and the course is active. For more information about certificate notifications, see this article.

The progress will be reset and the training status will change to Not Started. To retake the course or training plan, learners go to the training home page in My Training Dashboard.

 

Enable a course or training plan retake before the certificate expiry date

Required role: catalog or course admin.

To enable a learner to retake a course or training plan before their certificate expires:

1. Go to the Learn365 Admin Center > Training Management > select a course or training plan > Manage Course Settings.

2. In the Due date and certificate section, select a Certificate template from the drop-down list.

3. Under Set certificate expiry date, select either the minimum number of days after completion or a fixed date radio button. In the following example, the certificate status will automatically change to Expired on 30 April 2025.

 

 

4. Set the Forced retake toggle to On and select the minimum number of days before certificate expires radio button.

5. Go to the Learn365 Admin Center > Catalog settings > Notifications > Certificate expiry reminder > Edit template.

In the Send Reminder Emails field, set the number of days in advance of certificate expiry you want to send the notification. The default value for the earliest notification is 60 days before certificate expiry. With these settings, the certificate status will automatically change to Expiring 60 days before a learner's certificate expires and learners will receive the Certificate expiry reminder notification. For more information about certificate notifications, see this article.

 

 

The progress will be reset and the training status will change to Not Started. To retake the course or training plan, learners go to the training home page in My Training Dashboard.