How do you manage archiving users and their learning records via the offboarding process. I am only seeing information on archiving enrollments. I can set up an archive branch, though are those users still "active' in that branch? Curious how others have been managing this.
Best Answer
Archiving Users in the offboarding process.
Best answer by KMallette
- Change the status on the account to Inactive (turn off the green check mark)
- Set an expiration date (first page of the account)
- Archive the enrollments, remove from learning plans
- Move the account to a branch that doesn’t get reported from
+10Are you asking about what to do when a user leaves your organization ? Enrolment archiving is only for course enrolments and has no connection to user profiles or branches. Please provide a bit more detail as to what you are trying to do. Thanks.
+9- Change the status on the account to Inactive (turn off the green check mark)
- Set an expiration date (first page of the account)
- Archive the enrollments, remove from learning plans
- Move the account to a branch that doesn’t get reported from
KMallette, Surgical Training Institute (STI) (previously with Viasat, Inc.)
Are you asking about what to do when a user leaves your organization ? Enrolment archiving is only for course enrolments and has no connection to user profiles or branches. Please provide a bit more detail as to what you are trying to do. Thanks.
I am asking about archiving users/ user profiles who have separated from the organization.
- Change the status on the account to Inactive (turn off the green check mark)
- Set an expiration date (first page of the account)
- Archive the enrollments, remove from learning plans
- Move the account to a branch that doesn’t get reported from
Thank you! This is helpful.
+1+9As for unfinished enrollments, my personal priority is to get them out of learning plans, but maybe leave them in courses. The things you might need to consider are long-term certification tracking, compliance tracking, the likelihood that someone would return to the platform vs. the enrolled content still being relevant.
This endpoint: /learningplan/v1/learningplans/<LP_ID>/enrollments/bulk gives me the options of what to do with the courses.
"options": {
"unenroll_from_courses": true,
"keep_in_progress": false,
"keep_completed": false
}
KMallette, Surgical Training Institute (STI) (previously with Viasat, Inc.)
+1Thank you
+11Learning Plans are a little more involved and can have dependencies related to them. But for the most part after peeling back the onion, I believe we will curate down our older LPs as well too - as they do not get their own certificate. Currently with our use case, we use them as a mode of delivery and for reporting. When that changes, our practice will change.
A shout out to
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