- 28 Nov 2023
- 3 minutes to read
Recertification settings
- Updated on 28 Nov 2023
- 3 minutes to read
When editing a certification, you can edit the recertification settings by going to the Certification tab. The Certification section defines how long a certification is considered active and when a learner must complete their recertification.
Remember to click Save changes before navigating away from the page after configuring your settings.
Recertification date
This setting determines how the expiry date is calculated when a user completes the certification or recertifies. Choose from:
Setting | Description | Notes |
---|---|---|
Use certification completion date | When a user completes one of the certification paths (original or recertification), the expiry date will be calculated based on the date that the completion occurred. The active period is added to the completion date. | Over the span of several recertifications, this option can cause the expiry date to drift backwards (when completed early) and forwards (when completed overdue). |
Use certification expiry date | Calculate the new expiry date based on the previous one. The first time this is calculated, it adds the active period to the assignment due date if there is one, otherwise it uses the date the certification was completed. If the user is overdue or expired, it adds the active period to the date the primary certification was just completed (as if the user was newly assigned), so that certifications are active for a minimum of the active period. | Over the span of several recertifications, this option can cause the expiry date to drift forwards (when completed overdue) but not backwards. |
Use fixed expiry date | This option causes the expiry time to be calculated based on the specified assignment due date (if available, otherwise the first completion date), and subsequent completion expiry dates will be calculated using that same base date, regardless of whether they are late or early. The active period is repeatedly added to the base date until the first future date is discovered. The Minimum active period is available only with this setting, and must be at least as big as the Recertification Window (see the Minimum active period help for more information) | Over the span of several recertifications, this option will prevent the expiry date from drifting forwards or backwards. |
Active period
Determines how long a certification, once complete, will be active or valid before it expires.
Setting | Description | Notes |
---|---|---|
Certification is active for | Enter a numerical value in the field and select Day(s), Week(s), Month(s) or Year(s). | - |
Minimum active period | When Use fixed expiry date is set, this option specifies the minimum length of time that the certification will be guaranteed to be active. If a user completes their certification and there is less than this amount of time until it would be due to expire, the expiry date is pushed forward by another whole active period | For example:
|
Recertification window
The recertification window specifies the period before the certification expires that a learner can start recertifying. When the window opens, data and activity completion for all recertification pathway courses will be reset, including courses and activities completed by RPL.
Primary certification path courses will be reset only on expiry, and only if they are not also on the recertification path.
Setting | Description | Notes |
---|---|---|
Period window opens before expiration | Enter a value in the field, selecting either Day(s), Week(s), Month(s), or Year(s) from the dropdown. | - |
The Totara Academy has a whole course dedicated to using Programs and certifications in Totara Learn. Here you can learn more on how to use programs and certifications, see best practice, and give it a go yourself.
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