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      How to Set Up Recurring Annual Training with Notifications and Automated Session Creation

      Course: Threat and Error Management (TEM)
      Location: Course Settings 

      🛠 Step-by-Step Setup

      1. Choose Training Type

      • Continuous should be selected (instead of One-time) if you want the course to automatically repeat with an expiry logic.

      • This allows you to define a training validity period and automate session renewal.

      2. Set Course Availability

      • Available: Now – makes the course instantly available.

      • Custom – allows you to set a specific start and end date for when the course is visible to learners.

      ℹ️ Once a course is no longer available, it will disappear from the learner's dashboard.

      3. Configure Expiry & Session Logic

      Setting Description
      Expires in Set how long the course remains valid after completion. (e.g., 24 months)
      Completion Rule Choose "Last day in current month" for expiry to fall on that month’s last calendar day.
      Create New Session Define how many days before expiry a new session should be generated. (e.g., 30 days)
      Expiry Cycle - Keep expiry cycle persistent: Keeps a fixed cycle (e.g., always expiring end of January).- Issue new cycle upon completion: Resets expiry based on when the user completes the training.

      💡 Best Practice: Use "Keep expiry cycle persistent" to avoid moving expiry dates backward over time.

      4. Example Timeline

      If a user completes the training on January 1, 2023, and you have:

      • Expires in: 24 months

      • Last day in current month

      • Create new session: 30 days before expiry

      • Expiry cycle: Keep persistent

      Then:

      • The training is valid until January 31, 2025

      • A new session is created automatically on January 1, 2025

      • If the user completes it on January 5, 2025, the new expiry will be January 31, 2027

      5. Enable Notifications

      Toggle Notifications ON to activate reminders:

      • New Session Notification – sent when a new session is created

      • Reminders – automatic nudges if training hasn’t been started

        • You can add multiple reminders (e.g., 90, 60, 30 days)

      • Final Reminder – sent X days before expiry

      6. Certificates & Surveys

      • Certificate: Choose a system default or custom certificate template

      • Survey: Optionally attach course evaluations using default or custom surveys