Automatic Training Recertification Assignment (Formerly known as renewals)

Lyndsay Updated by Lyndsay

Due to overwhelming popular demand, EasyLlama has now implemented automatic training recertification!

Previously, dashboard admins were notified when Learners were due to recertify and were then required to log in to the dashboard, go to the Renewals tab, and manually renew everyone, or manually assign the courses one by one and then send them out.

Today, by setting custom Recertification Frequencies for each course, the courses will be automatically assigned and a notification will be sent to the Learner with no further effort required!

Courses will be automatically assigned to each Learner due to recertify on their recertification date. Dashboard admins with the "Learners are up for recertification" notification enabled will receive an email each Wednesday outlining which Learners will be recertified the following week. (Under Settings > My Notifications) If there are no upcoming recertifications, no email will be received. Then, the recertification course will be assigned and an email notification will be sent to the Learner.

For a reminder on adjusting the frequency: Training Recertification Frequency - How do I change how often a course is assigned?)

This feature is enabled by default, but if you prefer to recertify manually, click here for instructions to disable this feature: Turning Off Automatic Recertification

Courses assigned through the Classrooms feature or SCORM files will not generate recertification dates, so cannot be used alongside Automatic Recertification.

How did we do?

Changing a Learner's Recertification Date