Recertification

Some training doesn’t stay done. Fire safety, anti-bribery, safeguarding, a clinical competency — people have to take it again on a schedule. Recertification is how you say so.

What this does

People have to take this again on a schedule. When their time is up we enrol them again automatically and let them know.

A nightly job re-enrols people when their time is up, with reminders before and after. You set the interval on the assessment or program itself.

Turn it on

Open the assessment (or program) and go to its Schedule tab.
Turn on Require recertification.
Set Every N months — whole months only. Every 18 months is a real compliance cadence; every 45 days is not a thing anybody asks for.
Choose the Trigger — After completion (the clock starts when they finish) or After expiry.
Choose the Action — Auto re-enroll puts them back in automatically, or Notify only tells them and leaves it to them.

It back-fills the people already enrolled

This is the part worth understanding before you save.

Turning on a cadence updates everybody already enrolled, not just people who arrive later. You’ll see it confirmed: “Recertification on. 143 people already enrolled were updated.”

That is deliberate. Somebody who says “this expires in 12 months” means their current staff — a cadence that applied only to future joiners would leave exactly the people the policy is about outside it.

Two things it will not do:

It never rewrites a cycle the nightly job has already acted on. History it has acted on stays as it is.
It doesn’t override somebody’s own interval where one was set explicitly for them. One person’s cadence may legitimately differ.

New enrolments inherit the offering’s cadence when they’re created.

What people see

Where a recertification date is set, the enrollment shows it: “Recertifies on 4 March 2027” — with “· auto re-enrolls” or “· we’ll remind you” depending on the action you picked.

When the date arrives, people are notified — “Time to recertify: your certification for Fire Safety is up for renewal” — and, on Auto re-enroll, put back into the course.

Turn it off

Turning Require recertification off says “Recertification off. This no longer expires.” Existing enrollments stop expiring; nothing already completed is undone.

Reference

Setting	What it does
Require recertification	The switch. Off means the training never expires
Every N months	Whole months. A zero-month cadence is refused
Trigger: After completion	The clock starts when the person finishes
Trigger: After expiry	The clock runs from the previous expiry
Action: Auto re-enroll	They’re put back into the course automatically
Action: Notify only	They’re told; enrolling again is up to them
On saving	Everybody already enrolled is updated
Not touched	Cycles the nightly job has already acted on, and per-person intervals set explicitly

Troubleshooting

I set a cadence and nobody’s date changed. The confirmation says how many enrollments were updated. If it says zero, nobody is currently enrolled — new joiners will inherit it.

One person has a different date from everybody else. They hold an explicit interval of their own, which a cadence on the offering doesn’t override.

“Every 45 days” won’t save. Intervals are whole months.

Somebody was re-enrolled and shouldn’t have been. Check the action — Auto re-enroll does that by design. Switch to Notify only if the decision should be theirs.

Turning it off didn’t remove their completion. Correct. It stops future expiry; it never undoes work already done.