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Question

Scheduling monthly training

  • October 29, 2024
  • 3 replies
  • 50 views
L
Novice II

Hi Docebo Friends

I would like to set up a scenario where existing users are assigned one course per month from a Safety catalog and given 30 days to complete each course.  So for example, if there are 120 courses, I’d like to set up a rotating calendar that pulls a specific course from that group each month and assigns it to all the users in a specific branch that meet specific criteria.  For simplicity, let’s say we want all our Drivers to be assigned a safety course specific to their license type each month.

My concerns are:

  • Is there an organized way to automate this process?
  • New Users start with a clean slate, but existing users have already completed a lot of training courses in this catalog.  
  • Is there a way to set up one course at a time on an automated calendar? or some sort of rotating basis?

I am sorry if my question is rudimentary to the long term users on this page.  I don’t know what I don’t know, and I don’t even know how or who to ask about it!  Is there a certain terminology I should use to search for articles on this in the Knowledge Base?

Please and thank you.

Lynn

3 replies

dklinger
Hero III
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  • dklinger
  • Hero III
  • October 29, 2024

Not rudimentary - but there may seem like there are alot of ways to pull this off.

But in reality - there really aren’t alot of ways without adding a few manual steps in or external inputs to drive your group criteria. Sorry this is going to be an involved answer.

PUSH OR PULL

Consider - are you giving them recommendations (where they pull towards themselves)? Or are you going to push to them into their learning and you will enroll them? If you are going to push? You are going to need to establish:

  1. know your sequence of courses > (doable, that’s what numbers are for 😁 and a planning document)
  2. the criteria or enrollment conditions to auto map people (you use automatic groups for that)
  3. use enrollment rules to map people (in the form of automatic groups) to content (in the form of courses or learning plans).
    1. you can use learning plans to help unlock content.

If you are going to push - you can literally map this out and have groups and course enrollment conditions to help you map to the next one.

When you push is a big story here:

  • Is a person self driving themselves into the next layer of content?
  • OR is a learning plan enabling a course on a certain date

TIME AND TIME AGAIN

You are probably going to want to think out - should you gate access or allow access to the next month based on a person completing the one in sequence will allow them to get through your curriculum.

This is going to be as an important key as your map. Why group logic is not great about windows of time. Learning plans have some flex in here to allow courses to unlock after a certain timeframe. And enrollment rules currently do not take time into consideration.

KEEP THEM COMIN

When you say you are giving 30 days it makes me think about the outcomes that you will need to cook up too as part of your notifications:

  • What happens if a person does not complete in 30 days?
    • How often should you nudge people to take the training?
    • Can you use a “digest” approach?
      • Do you need to escalate to a persons supervisor if they are delinquent?

If you take this all into consideration? I believe your CSM can walk you through how to do the rest.

L
L
Novice II
  • LSgouros
  • Author
  • Novice II
  • October 29, 2024

Thank you.  This is helpful.  I was hoping there was a more structured way to set it up.  (I’m sure you were too!)

dklinger
Hero III
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  • dklinger
  • Hero III
  • October 29, 2024

Thank you.  This is helpful.  I was hoping there was a more structured way to set it up.  (I’m sure you were too!)

Dont get me wrong - most of the structure is there. IMHO It is typical for cloud-based solutions to get you somewhere’s between an 80-90% fit. The rest is ingenuity, policy, partnering with IT/HR, and forcefitting only when necessary. 

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