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Trying to update a learning plan with an attached certification

  • August 28, 2025
  • 4 replies
  • 48 views

estarks8
Helper I
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Hello! 

We recently had an update to one of our learning plans that drive a certification (Forklift training). When we add the course, even if we don’t recalculate enrollments, it will still assign the course to Team Members who have completed the LP, which to my understanding is the intended functionality. We can’t have this as we 1 - don’t want all existing certified team members taking this course and 2 - can’t have incomplete courses on the team members profile due to audit requirements of having all assigned training completed. 

What I need is to have a new learning plan where the additional course is added to it and team members will take that new learning plan when they renew. The LP has to stay with the certification or we lose the tracking. Additionally, we need to keep the existing users enrolled in the LP or we lose that. 

Has anyone figured out a good way to do this? I tried turning off “Allow users to retake the same course or learning plan to renew their certification” but it still shows both the old and new learning plan. I can’t turn the learning plan to under maintenance either as we have team members currently enrolled. 

I appreciate any support on this as the learning plan functionality is giving our company big headaches and doesn’t seem to be very intuitive for our business needs.

4 replies

lrnlab
Hero III
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  • Hero III
  • August 28, 2025

We dont use that type of set-up exactly for that reason. You would  need to either create 2 versions of your certification, one with a single LP and another with the 2 LPs. along that thought, are you able to create 2 operate certifications and assign the 2nd LP sign groups and enrolment rules? You can use the LP as a trigger for the groups but you can add all the required courses from the first LP as a condition to being assigned the 2nd. The way users dont need to choose anything and you can still track things using certifications. Hope this makes sense.


estarks8
Helper I
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  • Author
  • Helper I
  • August 28, 2025

In hindsight I wouldn’t have set it up this way but it is what it is now. 

I’m not sure I’m 100% following what you are suggesting. 


lrnlab
Hero III
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  • Hero III
  • August 28, 2025

Essentially it’s 2 separate certifications that each only contain a single LP and you do not use the option to allow users to retake the same content. You then use groups and enrolment rules to assign the 2nd LP based on the completion of all the mandatory courses in your first LP. Does that help?

 


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I would’ve suggested the same approach myself.
With the naming convention you “guide” the learners little bit to understand which is which.