Overview: Refresher rules automatically allocate learning, often based on recurring compliance requirements. Here, we look at how to add and edit these refresher rules.
Start from: The Flow Learning Dashboard.
Refreshers are triggered by completed items listed on a learner’s profile. If an external training (historical training) is completed on the learner’s profile and a refresher rule is set for a module to be issued a certain number of days after completion, the system will automatically assign the refresher module if it is in the structures.
To assign refresher rules:
- Select Learning & Development > L&D Settings > Add/edit Refresher rules.
- Select the + icon.
A new pop-up window will open:
Please fill the following fields:
- Choose the training to be refreshed in the Completed Type dropdown menu.
- Choose the training that has been completed and needs to be refreshed in Completed Training dropdown menu.
- Choose the training to be allocated in the Refresher Type dropdown menu.
- In the Notification days section, enter the number of days after the completion date that the refresher training should be issued
- In the Due days section, enter the number of days after allocation that the refresher training will be due.
- Activate the Automated toggle switch if you want the training to be automatically assigned and issued. If an automated rule is added, the training item (Refresher module) must be included in the training structure for that employee. If not, you will have to manually assign the training.
For example, If a learner has completed an external training module "A" (original module, not in the Training Structure), and a refresher rule is set for module "B" (refresher module, in the Training Structure) to be issued after a specific period, the system will automatically assign module "B" based on the completion record of module "A".
Note: Ensure that the refresher module is present in the Training Structure, as it is required for the refresher to be automatically issued. There is no mechanism to override the automatic rules by adding a training record mapping.
Manually assigning Refresher Rules
- Head to Learning & Development > L&D Settings > Issue refresher learning.
- Select Get candidates
A new Get Candidates for Refresher Learning will open.
- Activate the Show Filters toggle switch if you want to use the filters and filter down to specific areas.
- Activate the Use today's date for due date calculation if you want to automatically use today's date.
- Activate All rules toggle switch if you want to select all rules in the list.
- Select Get Candidates - the popup will close and you'll see all candidates that meet the criteria.
- From the "..." menu, select Issue Refresher Learning.
- Confirm with OK, and the training will be issued to all candidates on the list.
Note: The new refresher rule will start working from the day it was added.