The Docebo Inspire conference gave me the opportunity to pick some brains at Docebo and eSkillz.  The result was the inspiration to create the following solution:

At our company we have a situation where we need the instructor of one course session to follow the student and be the same instructor for another course session.  While the particulars of our use case may be different from yours, the same basic principles will apply to any “two courses, same instructor for student” scenario.

USE CASE SUMMARY

AVO Training Institute issues certifications for various combinations of courses, and in most cases it does not matter who the instructor is.  However, for our Infrared Technology courses we have a base course (IR1) that anyone can take, even if they are not interested in becoming IR certified.  For those who want to become IR certified, an Infrared Survey Report (ISR) is required to be submitted within 60 days of the IR1 course completion. 

Completing the IR1 course earns a student a completion certificate.  Completing the IR1 course and the ISR earns the student both an IR1 completion certificate and an IR1 certification certificate.  We need to ensure that the instructor who taught the IR1 session is the same instructor who will grade the ISR, and that only that instructor is notified that an assignment has been submitted for grading.

WHAT IS NEEDED

1. Two ILT courses:  The base course and a special course for the ISR.  The ISR has a 60 day validity upon enrollment.  The ISR also will be assigned two instructor-specific sessions.
2. A somewhat optional learning plan that contains the two courses.
3. An enrollment rule that will enroll the students into the learning plan upon completion of the base course.
4. Appropriate rules for visibility of the ISR course.  It can be controlled through just the “Show the course only to enrolled learners” option, not through catalogs.  This would allow the ISR to show up in My Courses and Learning Plans but not the course catalog.  Alternatively you could use the normal groups and catalogs to control visibility.
5. A certification attached to completion of the learning plan.
6. Certificates (one for course completion, an optional one for ISR completion, and another for certification completion)
7. Notifications to instructors that the ISR assignment has been submitted, and a 14 day reminder.
8. Notifications to the students of the base course completion, the new enrollment, and specific directions about how to submit the ISR.
9. An external automation tool that can respond to webhooks and perform OAuth HTTP calls. (We use Make/Integromat)
10. A “user additional field” used to hold the instructor ID (there is also a workaround for this if using one workflow instead of two).

I have created a Miro flowchart to explain the solution. Our solution uses two automation workflows, leveraging existing workflows we have for processing course completions and enrollments, plus the use of one hidden “user additional field” to temporarily hold the instructor ID.  The solution could be adapted to feed off of just an enrollment webhook, which would then have to perform a number of additional queries--especially if you’re using event instructors.

PROCESS OVERVIEW

If anyone want to go deeper and see the Make-specific automation steps, please let me know.