Retake courses and training plans

Introduction

Catalog and course admins can reset learners' progress by either forcing a retake of a course or training plan from the LMS365 Admin Center, or enabling learners to decide themselves if they'd like to retake a course or training plan via the Voluntary Retake option.

The Voluntary Retake option enables learners to retake training to refresh their knowledge, improve their score, and update certificates and skills, etc.

This guide provides information about the retake option, how admins can initiate a retake for a course or training plan, and how learners can retake training when the Voluntary Retake option is enabled.

 

 

Retake an e-learning course

Initiated by an admin

Required role: catalog admin or course admin.

Admins can force a retake of completed e-learning courses in one of the following ways:

• In the LMS365 Admin Center, from the Learner's Progress panel, catalog admins can force an individual learner to retake a completed e-learning course by selecting the Force retake icon. For detailed steps, see this guide.

 

• In the LMS365 Admin Center, from the Course Progress panel, catalog and course admins can force individual, multiple, or all learners enrolled in a course to retake a completed e-learning course by selecting the Force retake icon. For detailed steps, see this guide.

 

After a retake is initiated, the course status will change to Not started, and the information on learners' previous completions will still be available in their Transcript.

 

When an admin initiates a retake of an e-learning course with:

• Enrollment flow type: automatic approval

1. Email notifications aren't sent.
2. When the retake is confirmed, the course status will change to Not started. To take and complete the course, learners should navigate to the course home page.

 

• Enrollment flow type: line manager or administrator approval

1. The Course Enrollment Cancellation email notification is sent to the user.
2. The Course Enrollment Confirmation email notification is sent to the user.
3. When the retake is confirmed, the course status will change to Not started. To take and complete the course, learners should navigate to the course home page.

 

Initiated by a learner

Required role: user who is enrolled in the course and has completed it.

If the Voluntary Retake option is enabled in course settings and the course is completed, learners can initiate a retake of the course from either My Training Dashboard or the course home page.

To retake an e-learning course from My Training Dashboard, learners should select the Retake Course icon on the training card or select this option from the ellipsis menu of the training card on the course catalog page.

 

 

To retake an e-learning course from the course home page, learners should select Retake course in the Information section.

 

 

Using either of these methods to initiate a retake will display a message. The message informs learners that their course progress will be reset and the course status will change to Not started. However, if they've previously completed the course, information about previous completions will still be available in their Transcript.

To proceed and reset their course progress, learners should select Retake. To cancel the action, select Cancel.

When a learner initiates a retake of an e-learning course with:

• Enrollment flow type: automatic approval

1. Email notifications aren't sent.
2. When the retake is confirmed, the course status will change to Not started. To take and complete the course, learners should navigate to the course home page.

 

• Enrollment flow type: line manager or administrator approval

1. The Course Enrollment Cancellation notification is sent to the user.
2. The Pending Approval Confirmation notification is sent to the user.
3. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
4. If the enrollment request is approved, the user will receive the Course Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
5. When the retake is confirmed, the course status will change to Not started. To take and complete the course, learners should navigate to the course home page.

 

Retake an instructor-led course

The single- enrollment type

Initiated by an admin

Required role: catalog admin or course admin.

Admins can force a retake of completed instructor-led training in one of the following ways:

• In the LMS365 Admin Center, from the Learner's Progress panel, catalog admins can force an individual learner to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

• In the LMS365 Admin Center, from the Course Progress panel, catalog and course admins can force an individual, multiple, or all learners enrolled in a course to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

After a retake is initiated, the course status will change to Not started, and the information on learners' previous completions will still be available in their Transcript.

 

When an admin initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

If the Allow enrollment without session registration option is disabled in course settings:

1. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or for each of the sessions within a group.
2. The Course Session Selection Request email notification is sent to the user as a reminder to select a session or a session group to retake the course.
3. On the course home page, if the user registers for a retake of a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Enrollment Confirmation and the Instructor-Led Training Scheduled – Appointment Invite email notifications for each session (standalone or within a session group).

 

 

If attendance is required to complete the course, learners have to register for a session or a session group to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course.

If the Allow enrollment without session registration option is enabled in course settings:

1. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or for each of the sessions within a group.
2. The Course Session Selection Request email notification isn't sent to the user.
3. On the course home page, if the user registers for a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Enrollment Confirmation and the Instructor-Led Training Scheduled – Appointment Invite email notifications for each session (standalone or within a session group).

 

 

If attendance is required to complete the course, learners have to register for a session or a session group to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

• Enrollment flow type: line manager or administrator approval

Upon retake of a course that requires line manager or administrator approval, the learner's registration in the session or a session group is automatically confirmed after the user selects a session or a session group. This is done because the retake is initiated by the admin.

If the Allow enrollment without session registration option is disabled in course settings:

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or for each of the sessions within a group.
3. The Instructor-Led Training Enrollment Confirmation email notification is sent to the user.
4. The Course Session Selection Request email notification is sent to the user.
5. On the course home page, if the user registers for a retake of a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Enrollment Confirmation and the Instructor-Led Training Scheduled – Appointment Invite email notifications for each session (standalone or within a session group).

 

 

If attendance is required to complete the course, learners have to register for a session or a session group and visit it to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session registration only by passing the content of the course.

 

If the Allow enrollment without session registration option is enabled in course settings:

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or for each of the sessions within a group.
3. The Instructor-Led Training Enrollment Confirmation email notification is sent to the user.
4. On the course home page, i the user registers for a retake of a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Enrollment Confirmation and the Instructor-Led Training Scheduled – Appointment Invite email notifications for each session (standalone or within a session group).

 

 

If attendance is required to complete the course, learners have to register for a session or a session group and visit it to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session registration only by passing the content of the course. 

 

Initiated by a learner

Required role: user who is enrolled in the course and has completed it.

 

 

If the Voluntary Retake option is enabled and the instructor-led course is completed, learners can initiate a retake of the course from My Training Dashboard or the course home page.

To retake an instructor-led course from My Training Dashboard, learners should select the Retake Course icon on the training card or select this option from the ellipsis menu of the training card on the course catalog page.

 

 

To retake an instructor-led course from the course home page, learners should select Retake course in the Information section.

 

 

Using either of these methods to initiate a retake will display a message. The message informs learners that their course progress will be reset and the course status will change to Not started. However, if they've previously completed the course, information about previous completions will still be available in their Transcript.

To proceed and reset their course progress, learners should select Retake. To cancel the action, select Cancel.

When a learner initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

If the Allow enrollment without session registration option is disabled in course settings, the Retake course option becomes active when the user selects an active standalone session or a session group.

1. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for that session or sessions in the group.
2. The user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification.

 

If the Allow enrollment without session registration option is enabled in course settings, the Retake course option is active, regardless of whether the course has any active standalone sessions or session groups, or whether any standalone session or a session group is selected by the user. 

1. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for that session or sessions in the group.
2. On the course home page, if the user doesn't register for a session or a session group, they won't receive any appointment invite email notifications.

On the course home page, if the user registers for a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or each session in a session group.

If attendance is required to complete the course, learners have to register for a standalone session or a session group and visit it to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session registration only by passing the content of the course. 

 

• Enrollment flow type: line manager or administrator approval

If the Allow enrollment without session registration option is disabled in course settings, the Retake course option becomes active once the user selects an active standalone session or a session group. 

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for a standalone session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for a standalone session or each of the sessions within the group.
3. The Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Instructor-Led Training Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
6. Once approved, the user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a session group) for which they registered when they initiated the retake.

On the course home page, if the user doesn't register for any sessions, they won't receive any session-related email notifications.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for a session or a session group and visit it to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session registration only by passing the content of the course. 

 

If the Allow enrollment without session registration option is enabled in course settings, the Retake course option is active, regardless of whether the course has any active standalone sessions or session groups, or whether any session or group is selected by the user. 

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for any course session or a session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for the session or each session of the group.
3. The Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Instructor-Led Training Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
6. Once approved, the user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group) for which they've registered when they initiated the retake and for which there are available seats.

On the course home page, if the user doesn't register for a session or session group, they won't receive any session-related email notifications.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for a session or a session group and visit it to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session registration only by passing the content of the course.

 

The multiple- enrollment type

Initiated by an admin

Required role: catalog admin or course admin.

Admins can force a retake of completed instructor-led training in one of the following ways:

• In the LMS365 Admin Center, from the Learner's Progress panel, catalog admins can force an individual learner to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

• In the LMS365 Admin Center, from the Course Progress panel, catalog and course admins can force an individual, multiple, or all learners enrolled in a course to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

After retake is initiated, the course status will change to Not started, and the information on learners' previous completions will still be available in their Transcript.

 

When an admin initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

If the Allow enrollment without session registration option is disabled in course settings:

1. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for all the sessions (standalone or within session groups).
2. The Course Session Selection Request email notification is sent to the user.
3. On the course home page, if the user registers for a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within session groups).

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

If the Allow enrollment without session registration option is enabled in course settings:

1. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group).
2. The Course Session Selection Request email notification isn't sent to the user.
3. On the course home page, if the user registers for standalone sessions or session groups that have available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group).

If the user selects sessions or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course.

 

• Enrollment flow type: line manager or administrator approval

If the Allow enrollment without session registration option is disabled in course settings:

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group).
3. The Instructor-Led Training Enrollment Confirmation email notification is sent to the user.
4. The Course Session Selection Request email notification is sent to the user.
5. On the course home page, if the user registers for a standalone session and/or a session group that has available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session.

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

If the Allow enrollment without session registration option is enabled in course settings:

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for all the sessions (standalone or within session groups).
3. The Instructor-Led Training Enrollment Confirmation email notification is sent to the user.
4. On the course home page, if the user registers for a standalone session or a session group that has available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within session groups).

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

Initiated by a learner

Required role: user who is enrolled in the course and has completed it.

 

 

If the Voluntary Retake option is enabled and the instructor-led course is completed, learners can initiate a retake for the course from My Training Dashboard or from the course home page.

To retake an instructor-led course from My Training Dashboard, learners should select the Retake Course icon on the training card or select this option from the ellipsis menu of the training card on the course catalog page.

 

 

To retake an instructor-led course from the course home page, learners should select Retake course in the Information section.

 

 

Using either of these methods to initiate a retake will display a message. The message informs learners that their course progress will be reset and the course status will change to Not started. However, if they've previously completed the course, information about previous completions will still be available in their Transcript.

To proceed and reset their course progress, learners should select Retake to proceed. To cancel the action, select Cancel.

When a learner initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

If the Allow enrollment without session registration option is disabled in course settings, the Retake course option becomes active when the user selects at least one active standalone session or session group that has available seats.

1. If the user was registered for any standalone session and/or session group at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group).
2. If the user selects any active standalone session and/or session group when initiating the retake, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notifications for each session (standalone or within a group).

If the user selects sessions or groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the sessions and groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

If the Allow enrollment without session registration option is enabled in course settings, the Retake course option is active, regardless of whether the course has any active sessions, or whether any sessions are selected by the user. 

1. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for all the sessions (standalone or within session groups).
2. On the course home page, if the user doesn't register for any active sessions and/or session groups, they won't receive any appointment invite email notifications.

On the course home page, if the user registers for any sessions that have available seats, they'll receive the Instructor-Led Training Scheduled – Appointment Invite email notifications for these sessions. 

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

• Enrollment flow type: line manager or administrator approval

If the Allow enrollment without session registration option is disabled in course settings, the Retake course option becomes when the user selects any active standalone course session or session group that has available seats, or when they select any of the sessions or groups for which they're currently registered. 

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for all the sessions (standalone or within session groups).
3. The Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Instructor-Led Training Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
6. Once approved, the user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group) for which they registered when they initiated the retake and for which there are available seats.

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course. 

 

If the Allow enrollment without session registration option is enabled in course settings, the Retake course option is active, regardless of whether the course has any active sessions or session groups, or whether any sessions or session groups are selected by the user. 

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. If the user was registered for any standalone sessions and/or session groups at the time the course retake was initiated, they'll receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for all the sessions (standalone or within session groups).
3. The Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Instructor-Led Training Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
6. Once approved, the user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a group) for which they registered when they initiated the retake and for which there are available seats.

On the course home page, if the user doesn't register for any sessions or session group, they won't receive any session-related email notifications.

If the user selects standalone sessions and/or session groups that don't have any available seats and the Waiting List option is enabled in course settings, the user and the course admin will receive the Adding to the Waiting List Confirmation email notification for the standalone sessions and session groups that don't have any available seats.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

If attendance is required to complete the course, learners will have to register for the required number of sessions and/or session groups and visit them to complete the course. If attendance isn't required, the learner can proceed with the retake and complete the course without session or session group registration only by passing the content of the course.

 

The all- enrollment type

Initiated by an admin

Required role: catalog admin or course admin.

Admins can force a retake of completed instructor-led training in one of the following ways:

• In the LMS365 Admin Center, from the Learner's Progress panel, catalog admins can force an individual learner to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

• In the LMS365 Admin Center, from the Course Progress panel, catalog and course admins can force an individual, multiple, or all learners enrolled in a course to retake a completed instructor-led training by selecting the Force retake icon. For detailed steps, see this guide.

 

After retake is initiated, the course status will change to Not started, and the information on learners' previous completions will still be available in their Transcript.

 

When an admin initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

1. The user will receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each active session (standalone or within a session group) for which the user was registered when the admin initiated the retake.
2. A new Instructor-Led Training Scheduled-Appointment Invite email notification is sent to the user for each session of the course (standalone or within a session group) for which the user was registered when the admin initiated the retake.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

 

• Enrollment flow type: line manager or administrator approval

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. The user will receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each active session (standalone or within a session group) for which the user was registered when the admin initiated the retake.
3. A new Instructor-Led Training Scheduled-Appointment Invite email notification is sent to the user for each session of the course (standalone or within a session group) for which the user was registered when the admin initiated the retake.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

 

Initiated by a learner

Required role: user who is enrolled in the course and has completed it.

If the Voluntary Retake option is enabled and the instructor-led course is completed, learners can initiate a retake for the course from My Training Dashboard or the course home page.

To retake an instructor-led course from My Training Dashboard, learners should select the Retake Course icon on the training card or select this option from the ellipsis menu of the training card on the course catalog page.

 

 

To retake an instructor-led course from the course home page, learners should select Retake course in the Information section.

 

 

Using either of these methods to initiate a retake will display a message. The message informs learners that their course progress will be reset and the course status will change to Not started. However, if they've previously completed the course, information about previous completions will still be available in their Transcript.

To proceed and reset their course progress, learners should select Retake. To cancel the action, select Cancel.

When a learner initiates a retake of an instructor-led course with:

• Enrollment flow type: automatic approval

1. The user will receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each active session (standalone or within a session group) for which the user was registered when the admin initiated the retake.
2. A new Instructor-Led Training Scheduled-Appointment Invite email notification is sent to the user for each session of the course (standalone or within a session group) for which the user was registered when the admin initiated the retake.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

• Enrollment flow type: line manager or administrator approval

1. The Instructor-Led Training Enrollment Cancellation email notification is sent to the user.
2. The user will receive a canceled Instructor-Led Training Scheduled – Appointment Invite email notification for each active session (standalone or within a session group) for which the user was registered when the admin initiated the retake.
3. The Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Course Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Instructor-Led Training Enrollment Confirmation email notification. If rejected, they'll receive the Reject Confirmation email notification.
6. Once approved, the user will receive the Instructor-Led Training Scheduled – Appointment Invite email notification for each session (standalone or within a session group) for which they registered when they initiated the retake and for which there are available seats.
7. A new Instructor-Led Training Scheduled-Appointment Invite email notification is sent to the user for each session of the course (standalone or within a session group) for which the user was registered when the admin initiated the retake.

When the retake is confirmed, the course status will change to Not started. To take and complete the course, the user should navigate to the course home page.

 

Retake training plan

Initiated by an admin

Required role: catalog admin or course admin.

Admins can force a retake of completed training plan in one of the following ways:

• In the LMS365 Admin Center, from the Learner's Progress panel, catalog admins can force an individual learner to retake a completed training plan by selecting the Force retake icon. For detailed steps, see this guide.

 

• In the LMS365 Admin Center, from the Training Plan Progress panel, catalog and course admins can force an individual, multiple, or all learners enrolled in a training plan to retake a completed training plan by selecting the Force retake icon. For detailed steps, see this guide.

 

After a retake is initiated, the status of the training plan and the courses in it will change to Not started, and the information on learners' previous completions will still be available in their Transcript. The previously completed date can be tracked from the downloaded report.

 

 

When an admin initiates a retake of a training plan with:

• Enrollment flow type: automatic approval

Email notifications aren't sent for the training plan itself, but they are for the courses included in the training plan, depending on the course settings. Find more information about the notifications flow for e-learning and instructor-led courses.

 

• Enrollment flow type: line manager or administrator approval

1. The Training Plan Enrollment Cancellation email notification is sent to the user.
2. For the courses in the training plan, notifications are sent depending on the course settings. Find more information about the notifications flow for e-learning courses and instructor-led courses.
3. The Training Plan Enrollment Confirmation email notification is sent to the user.

 

Initiated by a learner

Required role: user who is enrolled in the training plan and has completed it.

If the Voluntary Retake option is enabled and the training plan is completed, learners can initiate a retake for the training plan from My Training Dashboard or the training plan home page.

To retake a training plan from My Training Dashboard, learners should select the Retake Training Plan icon on the training plan card or select this option from the ellipsis menu of the training plan card on the course catalog page.

 

 

To retake a training plan from the training plan home page, learners should select Retake training plan in the Information section.

 

 

Using either of these methods to initiate a retake will display a message. The message informs learners that their training plan progress will be reset, as well as the progress of all of its courses, and the training status will change to Not started. However, if they've previously completed the training plan or its courses, information about previous completions will still be available in their Transcript.

To proceed and reset their training progress, learners should select Retake. To cancel the action, select Cancel.

 

 

When a learner initiates a retake of a training plan with:

• Enrollment flow type: automatic approval

Email notifications aren't sent for the training plan itself, but they are for the courses included in the training plan, depending on the course settings. Find more information about the notifications flow for e-learning and instructor-led courses.

When the retake is confirmed, the training plan status will change to Not started. To complete the training plan, learners should complete the courses of the training plan that are marked as required for training plan completion.

 

• Enrollment flow type: line manager or administrator approval

1. The Training Plan Enrollment Cancellation notification is sent to the user.
2. For the courses in in the training plan, notifications are sent depending on the course settings. Find more information about the notifications flow for e-learning and instructor-led courses.
3. The Training Plan Pending Approval Confirmation notification is sent to the user.
4. The approver (the course admin or line manager) will receive the Training Plan Enrollment Approval Request, asking them to approve or reject the user's enrollment request.
5. If the enrollment request is approved, the user will receive the Training Plan Enrollment Confirmation email notification. If the request is rejected, they'll will receive the Training Plan Reject Confirmation email notification.

When the retake is confirmed, the training plan status will change to Not started. To take and complete the training plan, learners should complete the courses of the training plan that are marked as required for training plan completion.