As a manager, you might find that you need just one or two of your team to repeat a course in order to be compliant and prove due diligence. And there’s a really easy tool that you can use to do just this - Refresh Courses.
One example might be if they have failed a test purchase, a pretty serious offence. This wouldn’t fall under the category of ‘make everyone do the alcohol courses again’; instead, you would just pick the relevant course for the specific individual and make them do that course again.
Imagine that you are Amy’s manager and you’re going to refresh a course for Amy.
From your Learners menu, search for Amy, and then pick Refresh Course from the More option:
You’ll see a summary of Amy’s details (so you can be sure that you’ve got the right person!) and you can now select which course(s) you want to refresh. If there are lots of courses, then you can quickly search for the ones you want.
Simply tick one or more courses that you’d like the selected person to do again, and then Select.
Don’t worry, you’ve got one final chance to change your mind! If you’re happy to proceed, then go ahead and press Refresh:
You’ll see a confirmation and the course status will be updated when it’s done:
So, you now understand how to refresh one person at a time for a course - what about refreshing multiple people for a course in one go?
From the Courses menu, search for and select Refresh Course from the 3 dots for the course you’d like to refresh:
You’ll see a summary of the course - this is just to make sure you’ve picked the right one, as a refresh cannot be undone!
It’ll show you how many people are eligible to be refreshed:
You have the following refresh options available to refine how you complete this process:
The completed on or before date is your buffer, so if you find yourself saying something like “I want to refresh everyone for a course but not if they’ve completed it within the past two months” then pick your ‘completed on or before date’ as two months ago and do not leave it blank, because that will assume today’s date!
Use Select All or Deselect All
Select each individual, the Select button will change colour to show what has been selected and, therefore, who will be refreshed for this course
A running total is displayed of how many people have been selected. When you’re absolutely sure, and remember there’s no option to “undo” a refresh, press Refresh:
The next guide to read about refreshing content is Automating course refreshes.