How do you all handle annual compliance training?

Hey ​@Kate Rowley, it’s a great question! There are actually a couple of ways to handle annual recertification without losing your historical data.

Unenrolling and re-enrolling users is generally something you'll want to avoid. When you unenroll someone, it completely wipes their active completion record for that course, which can make compliance reporting and audits a nightmare down the road.

Depending on your organization's workflow, here are the two approaches I usually explore with teams setting up recurring compliance:

Option 1: The Certifications & Retraining App (Automated) If you want the platform to handle renewals on a strict schedule, this is the built-in way to do it.

1. Activate the free Certifications & Retraining app.

2. Create a Certification with a 12-month expiration.

3. Crucially, check the setting: "Allow users to retake the same course or learning plan to renew their certification."

4. Link it to your compliance course or learning plan. Docebo will automatically reset their progress when it's time to renew, while keeping a permanent log of every certification they've earned historically. Documentation: Managing the Certifications and retraining app - Docebo Help Center

Option 2: Archiving Enrollments (Manual or Rules-based) If you don't want to use the Certifications app but still need users to retake the exact same material, you can archive their enrollment. Archiving safely moves their past completion into your historical records, but resets their active status on the course back to "To Do." You can trigger this manually from the Course Management area, or automate it if you are using Enrollment Rules. Documentation: Archiving course enrollments - Docebo Help Center

Both methods protect your audit trail much better than unenrolling. I actually put together a full breakdown comparing the reporting implications of these two specific methods, which you can check out here: Docebo Recertification: Archive vs Certifications

Hope this helps point you in the right direction!

​@Moshe.Machlav - 
I have a similar issue.  
I have unenrolled and then reenrolled users.  However, I’m unable to see the date that they completed the last enrolment (in the report section in the Course)  and when I run a report it still shows as 100%, but with no completion date.  I also can’t get the Session Time in the new report for these re-enrolled users.
Do you have a workaround or best working practice?

Many thanks.

Vic.

​Hi ​@Victoria A ,

​The reason you are running into this is exactly why unenrolling users is risky for compliance! When you unenroll a user in Docebo, the system wipes their active enrollment record and tracking data for that specific course instance. That is why the original completion date and session times have disappeared, the system simply no longer has that active enrollment to reference.

​The fact that your reports are still showing 100% but with no completion date is interesting, though. I'd need a few more details to see the full picture: Are these SCORM/AICC packages, or native Docebo training materials? And how exactly did you process the re-enrollment?

​As for the best working practice to fix this moving forward: you'll want to use the Archiving feature (or the Certifications app) instead of unenrolling. When organizations I work with need users to retake a course, we archive the enrollment. Archiving safely takes that 100% completion (along with the date and session time) and moves it into the user's historical records, while seamlessly resetting their active status on the course back to "To Do."

​Hope this helps clarify what happened to the data.

I am preparing to launch annual compliance training as well, and am unsure of which option to choose.  Last year, we rolled out the LMS and annual compliance simultaneously, so everything was fresh, and I’d built several courses within the learning plan.  This year, I created a new learning plan with two courses.  One will be brand new, replacing a course that will soon be retiring from the content library, and the other will be reused from last year.  The reused course is also linked to several other learning plans, for example, required new hire training.  What is your recommendation on the best course of action I should take?

Hi ​@Allison.M ,

You are absolutely right to pause and think this through before launching! You've hit on one of the classic architectural quirks in Docebo: course completions are tied to the Course itself, not the Learning Plan.

Because that reused course is also sitting in your New Hire learning plan, how you handle the annual reset could get messy. If you use the Certifications app or the Archiving feature to reset the course for your annual compliance group, it will also reset the completion status for any new hires who recently took that exact same course.

There are a few ways around this. When I work with organizations facing this, we typically explore either Course Equivalencies (creating a duplicate course,one for New Hires, one for Compliance, and tying them together so completing one completes the other) or using highly specific enrollment rules.

You can read up on how equivalencies work here: Configuring course equivalencies - Docebo Help Center

However, the "best" recommendation really depends on your exact reporting requirements and user flow. Because mapping this out safely requires looking at the full picture of your platform, feel free to send me a DM! If you'd like, we can schedule some time to chat, look at your architecture together, and figure out the cleanest option before you go live.

I did some testing this weekend and am thinking of creating duplicate courses and attaching the same content that way I can not only track it easier, it’ll avoid the hassle of uprooting everything built in the system.  

folks - hey - where using the certifications tool is a solid approach - the other - (coming from a regulated environment) is to move along copies of training materials into your system and courses during annual windows.

it is time proven and highly effective. it will get you through audits. you can still leverage enrollment rules and map people to learning upon coming into the system.

for example: every october - we have an annual compliance training run done for a compliance department. We label each training material and the course with the appropriate year.

we also map people that are onboarding to that learning. And we then deliver an onboarding learning plan as well as an annual learning plan (to incumbents) to act as a container for said training.and use enrollment rules for the onboarding learning plans (and automatic groups to mark folks as eligible).

i hope this helps folks.

IMHO - There are serious downsides to archiving records that should be considered before implementing. 

Thank you ​@dklinger.  I am going this route as well. 

To be fair ​@Moshe.Machlav is spot on with his suggestions. The recertification and retraining can work. Archiving enrollments can work - it just needs to be weighed out in terms of its benefit before implementing.

“The devil is in the details”.

1. be very careful about the effects of using the same training material across multiple courses. a person that completes it for one? will be marked as completed in the next container (I believe as soon as they open it - but it may be on mapping to it).
2. archiving enrollments works effectively when your governance is aligned to it. if it is not? archived records will seem like they disappear - when they are actually still available in the system. The proof is in the pudding. Teams that have been given the poweruser profiles (as well as managers) with reporting need to know that archived enrollments exist - or they will not be reported on = #hotmess unless governed with this in mind.
3. recertifications and retraining is currently being tuned up - but if a user enters a course in an unexpected way? They may not be getting “recertified”. 

There can be a lot more to this - consider the impact of certificates if they act as a piece for documentation. Certain compliance Teams will want to know that your certificates are immutable.

TY! I’ve created new courses and attached the materials from the central repository for each.  While it did take a little extra time, I pulled reports to cross-reference who has completed compliance training already in 2026 - those folks will not be included in this year’s training.  So for example, new hires that have already taken the required compliance courses will not need to re-take them.  This is the easiest way I could think of without diving into the unknown right before launch.  

A solid approach. Two other notes:

• You may want to snapshot your cohorts into manual groups of who needs to take what for that annual push. The manual group will support your reporting needs. A related automatic group in theory could support parts of the user experience.
• Beyond that? Keeping on hand a copy of the training material and I think you will make any auditor happy.