Does anyone know how I could force a user to retake a course or re-do training material when it is part of a learning plan or a different course? For example, I have a course that is part of a learning plan, and a user completed that course, but then enrolled in the learning plan. I want them to be required to re-do that course as part of the learning plan.
Best Answer
Force users to retake a course when it is part of a learning plan
Best answer by Moshe.Machlav
Hi
While you could manually reset or archive their progress, doing this by hand (or even via CSV import) will quickly become a bottleneck for your implementation team as you scale.
Since this transition is a standard phase in your customer lifecycle, the most scalable approach is an automated integration with your CRM (like Salesforce, HubSpot, etc.). You can set this up so that when a customer's deal stage changes to "Closed Won" or "Implementation Phase" in the CRM, it automatically triggers a webhook to Docebo (often routed through Docebo Connect).
This integration can automatically hit the Docebo API to archive the user's previous "exploration" enrollments. Archiving is the key here: it retains their historical completion data for your records, but resets their active progress to zero, meaning they are required to re-watch the videos and complete the structured Learning Plan from scratch.
In organizations I've worked with that follow a similar SaaS early-access model, we typically build this automation directly into the CRM-to-LMS handover. It keeps the data clean, enforces the curriculum order, and completely removes the manual administrative burden from the implementation team.
+10Only way I can think of would be to archive that enrolment record at the course level or manually reset the training materials and course status.
+2Hi
Before jumping into the exact "how," I'd love to understand the "why" behind this requirement.
In Docebo, course completions are tracked at the user-course level, not the learning plan level. This means if a user completes Course A, the system recognizes them as having completed it across the entire platform, regardless of which Learning Plan it belongs to.
Are you looking to force a retake because the course content has changed? Or is this related to a recurring compliance/certification requirement?
Our customers get early access to our academy prior to our implementation team assigning the implementation curriculum. In some cases they may have also had access because they were using a previous version of our software. If the customer takes a few courses while exploring, our implementation team wants them to have to re-watch the videos in a designated order as part of our implementation curriculum.
Hi
Theoretically, the user should stay in the LP, but have access to ‘new’ content.
+2Hi
While you could manually reset or archive their progress, doing this by hand (or even via CSV import) will quickly become a bottleneck for your implementation team as you scale.
Since this transition is a standard phase in your customer lifecycle, the most scalable approach is an automated integration with your CRM (like Salesforce, HubSpot, etc.). You can set this up so that when a customer's deal stage changes to "Closed Won" or "Implementation Phase" in the CRM, it automatically triggers a webhook to Docebo (often routed through Docebo Connect).
This integration can automatically hit the Docebo API to archive the user's previous "exploration" enrollments. Archiving is the key here: it retains their historical completion data for your records, but resets their active progress to zero, meaning they are required to re-watch the videos and complete the structured Learning Plan from scratch.
In organizations I've worked with that follow a similar SaaS early-access model, we typically build this automation directly into the CRM-to-LMS handover. It keeps the data clean, enforces the curriculum order, and completely removes the manual administrative burden from the implementation team.
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