Retake of courses and training plans

Introduction

The Voluntary Retake option allows learners to retake training to repeat the material of a course, improve their score, and/or update certificates and competencies that are to expire.

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

 

NOTE: When users retake a course their progress is reset, and their course status is set to 'Not Started'. This also means that their progress with all learning items of the course is reset and this will be reflected in the course catalog reports. Users can review the content of courses they are enrolled in at any time, even if the retake option is not enabled.

 

Course Retake

Initialized by the course administrator

The course administrator can initialize retake of a course for a specific learner via LMS365 Admin Center > Learner Administration > Learner List > select the relevant learner > View Learner’s Progress > select the relevant training > select the Retake icon .

 

 

Or via the LMS365 Admin Center > Course List > select the relevant course > Course Progress > select the relevant learner > select the Retake icon .

 

 

A confirmation message will notify that the learner's progress will be reset and that the learner's previous completion will remain in the learner's training records. The status of the course will be changed to Not Started for the learner in question.

 

 

Initialized by the learner

If the option Voluntary Retake is allowed by the course administrator and the training is completed, the learner can initialize a retake for the training via My Training Dashboard.

 

 

Or the course home page.

 

 

A confirmation message will notify the learner that their training progress will be reset and their status will be changed to Not Started for the course in question, but that if the learner has completed the training before, their previous records will still be available in their Transcript.

 

 

After confirming the action, the learner's progress will be reset.

 

 

Until the retake is completed, both the previous completion (Completed status) and the retake (Not Started or In Progress status) will appear in the Transcript section of My Training Dashboard.

 

 

For courses of the type Classroom & Blended Training and Webinar with the enrollment type Enroll user into a single course session, the retake option will differ depending on the number of active sessions:

• Learners will be automatically enrolled in to the course after selecting the Retake option if there is only one active session available.
• Learners will have to select a session to enroll in to the course if there are several active sessions available (the Retake course option will not be active until a session is selected).

 

NOTE: The Retake course button will not be displayed in courses that have no active sessions.

 

A confirmation message will notify the learner that their training progress will be reset and their status will be changed to Not Started for the course in question, but that, if they have completed the training before, their previous records will still be available in their Transcript.

 

 

After confirming the action, the learner's course progress will be reset.

 

 

 

Training plan retake

Initialized by the course administrator

If the option Voluntary Retake is on and the learner has completed the training plan, the course administrator can initialize a retake for a specific learner via the LMS365 Admin Center > Learner Administration > Learner List > select the relevant learner > View Learner’s Progress > select the relevant training > select the Retake icon .

 

 

Or via the LMS365 Admin Center > Training Plan List > select the relevant training plan > Training Plan Progress > select the relevant learner > select the Retake button .

 

 

A confirmation message will notify the admin that the training plan progress, including the progress of all the courses inside it, will be reset for the learner in question and that the learner will need to complete this training again. This action can't be undone.

 

 

NOTE: If the learner has completed the training plan or the courses within it before, their previous records will still be available in their Transcript.

 

Until the retake is completed, both the previous completion (Completed status) and the retake (Not Started or In Progress status) will appear in the Transcript section of My Training Dashboard.

 

 

The course administrator can initialize a retake of a specific course for a learner inside the training plan by selecting the Expand button, choosing the relevant training, and selecting the Retake icon.

 

 

Initialized by the learner

If the retake option is enabled by the course administrator, the learner can initialize a retake of a specific training plan via My Training Dashboard.

 

 

Or via the training plan home page.

 

 

A confirmation message will notify the learner that the training plan progress, including the progress of all the courses inside it, will be reset and that they will need to complete this training again. If the learner has completed the training plan or courses within it before, their previous records will still be available in their Transcript. This action can't be undone.

 

 

After confirming the action, the learner's training plan progress will be reset.

 

 

Notification flows after a retake

After a retake is initiated, in particular cases, learners will receive email notifications related to the retake flow. Below, you can find a description of these notification flows.

 

E-learning courses

 

Enrollment flow type	Retake is initialized by the learner	Retake is initialized by the course administrator
With Automatic Approval.	No email notifications are sent.	No email notifications are sent.
With Line Manager/ Administrator Approval.	First, a Course Enrollment Cancellation notification is sent to the learner. After this, the learner will receive a Pending Approval Confirmation notification.	First, a Course Enrollment Cancellation notification is sent to the learner. After this, the learner will receive a Pending Approval Confirmation notification.

 

Please find more details about specific notifications in this article.

 

Courses of the Classroom & Blended Training and Webinar course type

For courses with the Enroll user into a single course session enrollment type:

 

Enrollment flow type	Retake is initialized by the learner	Retake is initialized by the course administrator
With Automatic Approval.	No email notifications are sent.	A Course Session Selection Request notification is sent to the learner.
With Line Manager/ Administrator Approval.	First, a Classroom/Webinar Enrollment Cancellation notification is sent to the learner. After this, the learner receives a Classroom/Webinar Session Enrollment Approval Request notification.	First, a Classroom/Webinar Enrollment Cancellation notification is sent to the learner. After this, the learner receives a Classroom/Webinar Session Enrollment Approval Request notification. A Classroom/Webinar Scheduled – Appointment Invite notification is received by the learner within 10 minutes after the course admin forces a retake.

 

For courses with the Enroll user into all course sessions enrollment type:

 

Enrollment flow type	Retake is initialized by learner	Retake is initialized by course administrator
With Automatic Approval.	A Classroom/Webinar Scheduled – Appointment Invite notification is sent to the learner.	A Classroom/Webinar Scheduled – Appointment Invite notification is sent to the learner.
With Line Manager/ Administrator Approval	First, a Classroom/Webinar Enrollment Cancellation notification is sent to the learner. After this, the learner receives a Classroom/Webinar Session Enrollment Approval Request notification.	First, a Classroom/Webinar Enrollment Cancellation notification is sent to the learner. After this, the learner will receive a Classroom/Webinar Session Enrollment Approval Request notification. A Classroom/Webinar Scheduled – Appointment Invite notification is received by the learner within 10 minutes after the course admin forces a retake.

 

Please find more details about specific notifications in this article.

 

Training plans

 

Enrollment flow type	Retake is initialized by learner	Retake is initialized by course administrator
With Automatic Approval.	Depending on the courses included in the training plan: For e-Learning courses For courses of the Classroom & Blended Training and Webinar course type	Depending on the courses included in the training plan: For e-Learning courses For courses of the Classroom & Blended Training and Webinar course type
With Line Manager/ Administrator Approval.	First, a Training Plan Enrollment Cancellation notification is sent to the learner. After this, a Training Plan Pending Approval Confirmation notification is sent.	First, a Training Plan Enrollment Cancellation notification is sent to the learner. After this, a Training Plan Enrollment Confirmation notification is sent.

 

Please find more details about specific notifications in this article.