Should archiving enrolment renew certification?

From my research in the certifications and retraining app, the two ways that certifications renew is either through the “renew now” option or manually setting the users’ certification through the UI or CSV upload. We set up automations that automatically assign the certification once a user completes, so they don’t get lost if an admin or another automation archives the course and the user doesn’t select “renew now.” If you are doing these archives in bulk, it may be worth doing a csv upload to update the certification status of each user prior.

It may also be worth joining this group for revamping the certifications and retraining app: Join the conversation | Community

Hi Hailey,

Thanks for your response. So it sounds like the archiving option doesn’t renew the certification, so that when marking completion of the course after archiving it isn’t updating.

You mentioned automating assigning the certification once a user competes - can you give me some more details on that? Is that an automation rule you’ve set up? I had a look at automation rules but couldn’t see anything to set around certifications.

Hi ​@Alex Hagues,

We use Docebo Connect, which is an additional app with additional costs depending on your plan. It is an automation tool that is Workato Embedded on the backend. It allows you do make API calls and facilitate integrations between platforms. Its main purpose is to send data back and forth between systems. However, you can also use it as a lower-code way to facilitate automations in Docebo via their APIs. 

The automation we created had a couple of extra requirements (the certification timeline changing depending on the user’s location for compliance reasons). However, the basic flow of it is triggered by a course complete webhook, a check if the course is in the certification course list (we only have courses in this certification, so no learning plans to worry about), then apply the certification. Ideally, also check if the user already received a certification at that time. If not, assign the certification. These actions can either be completed by pre-built actions in Connect or via custom API calls. 

We also have an automation that checks for certifications that are expired and re-enrolls the user in the course. However, there is more that needs to go into that one, and it may not be necessary depending on your user-case.

I hope this helps!

Hailey  

Hi Hailey,

Thanks again for the response.

We looked at Docebo Connect initially when we moved to Docebo, mainly to control calendar appointments between the LMS and email calendar, but didn’t end up using it.

​@Alex Hagues Connect is really useful in creating fixes to these types of problems that the system doesn’t initially provide. However, if you have a developer on your team who is experienced in working with API’s, they may be able to create something for you that is triggered by the Docebo webhooks using the APIs. This solution is a little more limited in that you need an experienced developer and the associated tools, and you are limited on the amount of API calls you can make in a given period of time. However, it can certainly be done.