Precondition for all Usecases
Preparation tasks for the Re-certification process
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Create some users.
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Create a target group to which your users will be assigned based on a rule.
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Creation of a course template.
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Add the target group to the course template on the tab “Automatic registration” and define your rule set like the following example.
Example: Rule is based on a location, so all users of a specific location will be assigned to your target group. This is also to test, if the cancellation is working. Users who will change their location will no longer be part of your target group and if automatic cancellation is active in the rule set, the users should be cancelled from the course template and the corresponding courses.
Standard case: Based on DD/MM
|
General Settings |
|
|---|---|
|
Identification |
Required |
|
Enrolment status |
Personal syllabus |
|
Days to finish |
30 |
|
Enrolment Settings |
|
|
Activation date |
empty |
|
Consider newly added group members |
|
|
Automatic cancellation |
|
|
Automatic course enrolment |
|
|
Initial due date based one |
Due date on DD/MM |
|
Relative due date |
31/December |
|
Due date |
- |
|
Re-certification Settings |
|
|
Re-certification |
|
|
Re-enrolled cancelled, and failled users to the next re-certification course |
|
|
Automatic status change after due date |
|
|
Change status after a defined number of days |
14 |
|
Change of status to |
Failed |
|
Deadline-Typ |
Always valid on DD/MM |
|
Deadline |
31/ December |
|
Re-certification interval |
12 Months |
|
Reset SCORM Status |
|
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Start the processing manually (manual start of the CronJob “ParticipantAutomaticRegistration”. Normally, the CronJob is configured to run automatically every night.
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All users of your target group should now be listed on the “Personal Syllabus” tab.
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Create a course based on your template. Can also be done via automatic course creation.
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Run the CronJob “ParticipantAutomaticRegistration”
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The Participants should be enrolled on the course with the initial due date defined in rules set.
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Go to your course and change the status of your participants on the course level to be concluded.
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Now the next due date on template level will be calculated based on your Deadline type setting and the Re-certification interval (e.g. 12 months) o Always valid on DD/MM → e.g. 31st of December the following year o If you have chosen “based on conclusion” as deadline type: → e.g. if the learner has concluded the course to-day, next due date will be today in 12 months.
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Create a second course.
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Learners will be enrolled when the following date arrives:
“Next due date" - "Days to finish" - "Buffer days" is before or on today's date.
The CronJob should be scheduled daily, so that the enrolment are considered for all users. Because the enrolment date can be quite different, especially if the due date is calculated based on conclusion.
-
To be continued for every re-certification period.
Standard case: Based on conclusion
|
General Settings |
|
|---|---|
|
Identification |
Required |
|
Enrolment status |
Personal syllabus |
|
Days to finish |
30 |
|
Enrolment Settings |
|
|
Activation date |
empty |
|
Consider newly added group members |
|
|
Automatic cancellation |
|
|
Automatic course enrolment |
|
|
Initial due date based one |
Due date on DD/MM |
|
Relative due date |
31/December |
|
Due date |
- |
|
Re-certification Settings |
|
|
Re-certification |
|
|
Re-enrolled cancelled, and failled users to the next re-certification course |
|
|
Automatic status change after due date |
|
|
Change status after a defined number of days |
- |
|
Change of status to |
- |
|
Deadline-Typ |
Due Date based on Conclusion |
|
Deadline |
- |
|
Re-certification interval |
12 Months |
|
Reset SCORM Status |
|
-
Start the processing manually (manual start of the CronJob “ParticipantAutomaticRegistration”. Normally, the CronJob is configured to run automatically every night.
-
All users of your target group should now be listed on the “Personal Syllabus” tab.
-
Create a course based on your template. Can also be done via automatic course creation.
-
Run the CronJob “ParticipantAutomaticRegistration”
-
The Participants should be enrolled on the course with the initial due date defined in rules set.
The initial due date is dependent from the date of assignment to the course template
|
Date of assignment to template |
DD |
Explanation |
|---|---|---|
|
assignment between Jan and 1st of December |
31st of December the same year |
The learner should have the minimum of Days to finish to do the course. But before he is assigned more than 30 days before 31/12 he has more time |
|
From 2nd of December till 31st of December |
Enrolment date plus days to finish |
Because the user is assigned less than 30 Days to the initial DD. the Initial due date with the enrolment date + days to finish will be compared. The later date applies. |
-
Go to your course and change the status of your participants on the course level to be concluded.
-
Now the next due date on template level will be calculated based on your Deadline type setting and the Re-certification interval (e.g. 12 months)
Each user will get an individual Next Due Date, because of their personal end date of the course. -
Create a second course.
-
Learners will be enrolled when the following date arrives:
“Next due date" - "Days to finish" - "Buffer days" is before or on today's date.
The CronJob should be scheduled daily, so that the enrolment are considered for all users. Because the enrolment date can be quite different, especially if the due date is calculated based on conclusion.
-
To be continued for every re-certification period.