Manage Course due dates and valid periods

Manage Course due dates and valid periods

Intended Audience:  Administrators, Managers

Summary

Set due dates and valid periods, aka expiry dates on courses and individual enrollments.

The difference between due dates and valid periods

A due date sets an advisory date for when a user should complete a course. After the due date passes, users still have access to complete the course. After the due date passes, users still have access to the course.

A valid period, also called an expiry date sets a definite date for when a user must complete a course. After the expiration date passes, users cannot access the course.

For valid periods, the Allow relaunch after completion setting lets learners restart a course after they finish it. This option enables learners to stay up to date with required content, like continued professional development (CPD) or mandatory health and safety courses. 

Note: for exam modules, any change to the exam options turns on Allow relaunch after completion. This option makes it easy for learners to re-attempt an exam right away.

When you change any exam options, always check the status of Allow relaunch after completion. Make sure it's set correctly for your course.

Course due dates and valid periods vs certificate expiry dates

Course due dates and valid periods (aka expiry dates) are separate features from certificate expiry dates, which prompt re-enrolling learners into courses. The terms are similar but the functions are not linked.

Certificate expiry dates apply to optional certificates, which you link to a course. You can use these dates to re-enroll a learner before their certificate expires.

Set due date on a course

Set the due dates either by picking a number of days after enrollment, or set a calendar date. 

1.     Navigate to Courses > your course name.
 

2.     Select Due Dates / Valid Periods. 

3.     In Due Dates enter a number in days after enrollment or enter a date in specify a fixed date.

4.     Select Save.
 




Set due dates on a user’s enrollment

1.     Navigate to Users > user name.
 

2.     From secondary navigation, select Enrollments. 

3.     On a specific enrollment, select More (aka 3-dot menu) > Set Due Date.

4.     Enter a date and select Save. 

Note: This date overrides any due date set on the course for this user.



Set a valid period, aka expiry date on a course

Set the valid period dates either by picking a number of days after enrollment, or set a calendar date. 

1.      Navigate to Courses > your course name. 

2.      Select Due Dates / Valid Periods. 

3.      In Valid Periods enter a number in days after enrollment or enter a date in specify a fixed date.

4.      Optionally, set Allow relaunch after completion: this option keeps the learner enrolled in the course.

5.      Select Save. 



Set expiry date for a user’s enrollment

1.      Navigate to Users > user name. 

2.      From secondary navigation, select Enrollments.

3.      On a specific enrollment, select More (aka 3-dot menu) > Set Expiry Date.

4.      Enter a date and select Save. 

Note: This date now overrides any expiry date set on the course for this user.



Set expiry date via the course status report

1.      Navigate to Reports.

2.      Select Course Status.

3.      Select the Courses and Statuses to run the report. 

4.      Select the checkbox next to Name and then three options will appear on the right hand side.

5.      Select the calendar option to set the expiry date. 



Set due date via the course status report

  1. Navigate to Reports.

2.      Select Course Status.

3.      Select the Courses and Statuses to run the report. 

4.      Select the checkbox next to Name and then three options will appear on the right hand side.

5.      Select the clock option to set the due date.