Fixed dates and minimum certification interval

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The Fixed date option controls how certification expiry dates are calculated over time. When enabled, all expiry dates are calculated from a single base date, ensuring that certification cycles remain aligned even if learners complete the certification requirements early or late. This prevents expiry dates from gradually shifting forwards or backwards across multiple recertifications.

Recertification settings page showing fixed date reference option selected for expiry calculation.

The Minimum certification interval is available only when fixed expiry dates are used. It ensures that learners always receive a guaranteed minimum period of certified status after completing a certification. If a learner completes their recertification too close to the next fixed expiry date, Totara automatically pushes the expiry forward by a full active period. Together, these settings balance predictable certification schedules with fair certification durations for learners.

Certification periods section showing recertification frequency, minimum interval, and recertification window settings.

Example configuration (fixed expiry)

The following example shows a fixed expiry date configuration and the values applied to each setting.

Setting

Value

Fixed date

Enabled

Fixed expiry date

1st June 2026

Active period

1 year

Recertification window

3 months

Minimum certification interval

6 months

The minimum certification interval must be greater than or equal to the recertification window when fixed expiry dates are used.

How fixed expiry dates are calculated

When Fixed date is used, Totara calculates expiry dates using a single base date.

Concept

Description

Base date

The assignment due date, if available. If no due date exists, the learner’s first completion date is used.

Expiry calculation

The active period is repeatedly added to the base date until the first expiry date in the future is reached.

Consistency over time

Early or late completions do not permanently shift expiry dates. This prevents expiry drift across multiple recertifications.

How the minimum certification interval is applied

The Minimum certification interval is evaluated against the next calculated fixed expiry date.

Condition at completion

Evaluation

Resulting behaviour

Time remaining until next fixed expiry is 6 months or more

Minimum interval met

Certification expires on 1st June 2026

Time remaining until next fixed expiry is less than 6 months

Minimum interval not met

Expiry is pushed forward by one full active period (to 1st June 2027)

Note that using a Minimum recertification interval with a long recertification window so users can complete recertification early is not recommended, as it may give unexpected results and push the expiry date out a whole active period.

Completion outcomes (worked examples)

The following table is based on a certification created where those assigned have a due date (Fixed date) of 1st June 2026. The table applies the example configuration table shown above to illustrate how different completion scenarios affect the resulting certification expiry date.

Completion scenario

Completion date

Time remaining until 1st June 2026

Expiry date applied

Reason

Completion following assignment (learner A)

1st August 2025

~10 months

1st June 2026

Minimum interval satisfied

Completion following assignment (learner B)

15th March 2026

~2.5 months

1st June 2027

Minimum interval not satisfied

Completion during recertification window

1st April 2026

~2 months

1st June 2027

Minimum interval not satisfied

Late completion after expiry

1st September 2026

Calculated against next cycle

1st June 2027

Base date preserved; next future expiry selected

Key behaviours to note

  • Minimum certification interval is available only when Fixed date is selected under the Recertification options

  • The minimum interval must be at least as long as the recertification window

  • Expiry dates are calculated from a fixed base date, not from completion dates

  • If the minimum interval is not met, the expiry is pushed forward by one whole active period, not by a partial amount

  • Over multiple recertifications, this approach prevents expiry dates from drifting forwards or backwards

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