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In the Expiry section, select Upon completion the learning plan is valid for [365] days. Reset user progression [3060] days before expire. This is so that the user is compliant for an entire year but must recomplete the learning plan at least 30 no earlier than 60 days before expiry.
In the Deadline section, select When learning plan becomes accessible, the user has [30] days to complete. This is so that when the user is initially assigned to the learning plan, they only have 30 days in which to complete it.
In the Before deadline/expiry section, ensure that all the options are selected.
In the After deadline section, select Send weekly reminders until user completes the learning plan.
Click Save.
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If your learning plan has a reset period of 30 days, do not select the 30 days before checkbox in the Before deadline/expiry section, as users will receive conflicting notifications. |
Monthly
You might create a learning plan that must be retaken every month.
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In the Expiry section, select Upon completion the learning plan is valid for [30] days. Reset user progression [7] days before expire. This is so that the user is compliant for an entire month but must recomplete the learning plan at least no earlier than 7 days before expiry.
In the Deadline section, select When learning plan becomes accessible, the user has [7] days to complete. This is so that when the user is initially assigned to the learning plan, they only have 7 days in which to complete it.
In the Before deadline/expiry section, ensure that the 7 days before, 3 days before, 2 days before, and 1 days before options are selected.
In the After deadline section, select Send weekly reminders until user completes the learning plan.
Click Save.
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In the Expiry section, select Upon completion the learning plan is valid for [730] days. Reset user progression [60] days before expire. This is so that the user is compliant for 2 years but must recomplete the learning plan at least no earlier than 60 days before expiry.
In the Deadline section, select When learning plan becomes accessible, the user has [60] days to complete. This is so that when the user is initially assigned to the learning plan, they only have 60 days in which to complete it.
In the Before deadline/expiry section, ensure that all the options are selected.
In the After deadline section, select Send weekly reminders until user completes the learning plan.
Click Save.
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