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[JUNE 2023] Live in Sandbox: Multiple Course Completion and more!

[JUNE 2023] Live in Sandbox: Multiple Course Completion and more!
raisa.holmo
Docebian

 

We’ve got lots to share this month, including one LONG-awaited feature that’s sure to save you some time.

 

So read on and explore what’s now available in Sandbox!

 

 

 

 

Multiple Course Completions

It’s finally here: The ability to complete a course multiple times without needing to manually duplicate a course, archive the original, and re-enroll learners. Now, you can re-enroll a learner into the same course by archiving their previous enrollment. When a learner needs to renew their certification, the old record can be archived, maintained, and easily viewable for both learners and admins.

 

Here are the highlights:

  1. Two new enrollment types (Active and Archived), with accompanying fields and lists to help sort and visualize current and past enrollments
  2. The ability to archive course learners (individually or multi-select)
  3. The ability to view archived reporting data and download certificates
  4. The ability to set archive preferences for learners

 

So…how do you use this and what does it mean?

 

It means easier certification and compliance (plus some other stuff!). And here’s how to use it:

 

Pretend you have a certification course that is coming up on renewal. It’s time for everyone to go through the certification program again. But instead of creating a new course and re-enrolling everyone, now you perform all the actions for recertification within the existing course, while also maintaining past data for reporting purposes.

 

STEP 1: NAVIGATE TO THE COURSE

Start by navigating to the relevant course.

 

STEP 2: NAVIGATE TO ENROLLMENTS

Upon entering the course, go to the ‘Enrollments’ tab

 

You’ll notice a new feature: The ability to distinguish between active and archived enrollments. These new enrollment types help visualize and manage your previous and current certification periods.
 

Active Enrollments describe learners who are actively enrolled in the course.

 

Archived Enrollments describe learners that have previously completed the course, with data tied to their record for reporting purposes.

 

 

You can switch views between the two enrollment type views to see all your learners and their existing and prior enrollments in one place!

 

STEP 3: ARCHIVE EXISTING ENROLLMENTS

Now it’s time to reset the course for the new certification period. To do this, we’ll need to archive the learners that need to recertify or retake the course.

 

You can do this individually or with multi-select

 

Archiving enrollment for an individual

 

Archiving with multi-select works exactly like you’d expect: Just click the checkbox in the top left corner and then select ‘Archive Enrollment’ in the operation box.

 

STEP 4: CHOOSE YOUR ARCHIVE ENROLLMENT PREFERENCE

Now, choose your enrollment preference for archival from these two options:

  1. Archive and Re-Enroll
    The current enrollment will be archived and the learner will be re-enrolled in the course
  2. Archive and Unenroll
    The current enrollment will be archived and the learn will no longer be able to access the course

 

Next, choose whether or not to reset the tracking of the course training material by selecting or deselecting the checkbox. If you want the learner to go through the original material again, select the checkbox. If you add new material to the course and don’t want the learner to go through the previous material, leave the checkbox unchecked. 

 

Select ‘Archive Enrollment’ to get the process started.

 

 

Important Note: You can’t yet archive learners automatically when they finish a course. But rest assured that it’s on our radar!

 

 

Viewing Archived Enrollment Details for a Learner

Want to find data about your archived learners within the course? No problem!

 

  1. Go to the Enrollments tab within the course.
  2. Select ‘Archived Enrollments’ under the Enrollment Type section.
  3. Select the learner whose details you want to view by clicking the sandwich menu icon. Select ‘Details’.

 

  1. You can see the data available regarding the archived enrollment on this submenu, including the ability to download the certificate of completion.

 

…and that’s it! We know that this feature has been long-awaited and often-requested, and we’re so glad to finally roll it out for you!

 

Changes to the Learner Experience (added to Post on June 1)

Now what can your learners expect to see from this release? Quite a bit!

 

We created a new certification widget that allows you to bring ‘renew’able certifications front and center on a page.

 

 

Learners can also access their ‘My Activities’ certification section to view and renew available courses.

 

We added certification expiration informational banners for inside courses to allow learners insight into certification status.

 

 

We added the ability to choose to renew a course directly within a course for those that are requiring renewal.

 

We also added archived enrollments in the course tab of “My activities” for the learner.

 

Please note that the archival of an enrollment is a not reversible operation, and it will not store everything, but a list of data. Read this article in the Knowledge Base to know more.

 

…and that’s it! We know that this feature has been long-awaited and often-requested, and we’re so glad to finally roll it out for you!

 

Until now, mobile app users that accessed external pages with security mechanisms would land on a blank page. Sad 😢
 

But…we fixed it! Rad 🤩

 

When a learner is connected to the LMS platform via the mobile app and opens an external link equipped with security mechanisms, the page now properly displays within the app.

External links now work in mobile!

 

 

PU Permission for e-commerce Transactions

With this update, we’re making power users even more powerful 💪.

 

As long as you have the e-commerce app enabled on your platform, admins can now grant several new permissions to Power Users. 

 

Once they’ve been assigned View/Edit permissions, Power Users will be able to access transaction reports associated with any managed user. Just remember that to see a user’s transactions, they’ll need visibility to that user as well, so don’t forget to enable that setting.

 

Power Users can now be granted ‘E-commerce transactions’ permission!

 

 

E-commerce: Stripe Strong Customer Authentication (SCA) and New Stripe Tax Feature

E-commerce is complicated, especially when operating internationally. Whenever a product or course is sold, the seller needs to collect and then pay taxes to the relevant government.

 

It’s time-consuming and a headache. And the larger (and more international) the company, the achier it gets.

 

Here’s the good news: the reporting generated by Stripe Tax can now be downloaded, imported, and integrated into various customer management systems.

 

This functionality impacts the experience of both the administrator and the end user. Here’s how to get started:

 

  1. The administrator must enable tax collection in Stripe, configure their LMS, and download reports from the Stripe console.
     
  2. Set your Stripe TAX on the Stripe portal here and download reports periodically from the Tax Dashboard.
     
  3. In the Payment Methods field, set ‘Stripe SCA’ and enter the appropriate TAX_CODE when you configure payment methods. You can find a list of Stripe tax codes here.
     
  4. You’re done! From the learner’s perspective, they will see a form after clicking ‘checkout’ asking for a few extra billing details. Once those are entered, Docebo will automatically communicate with Stripe SCA, calculate the appropriate VAT/GST, and add it to the bill. 

 

It’s commerce magic!

 

That’s a wrap!

As always, thank you for taking the time to read through all of our updates now in Sandbox. We hope these new features make things easier and save you lots of time. 

 

Until next time!

 

📢  We want to hear from you!

Thanks for taking the time to read the June Sandbox post. We’d love to hear what you think! Do you have any ideas or plans to use this update? Share with us in the comments below ⬇️⬇️⬇️

Did this post help you find an answer to your question?

Very good news! Two questions:

  1. Will the multiple course completions work for courses for sale with e-commerce? Will the archived user have to pay for the course again, or will they be able to re-enroll without repurchasing? We would require a second purchase transaction for these courses. 
  2. Will we be able to process refunds with the Stripe integration and will they have to remain outside the platform?

lrnlab
Hero III
Forum|alt.badge.img+8
  • Hero III
  • May 18, 2023

HEADS UP on Archiving 

We noticed when using this feature that notifications are sent out so if you are archiving an old record, both for learning and ILT, any notifications based on the “un-enrol” from course or session are sent out. This caused a mass of confusion for our users when they received an email saying they were unenrolled from a session they attended and completed months ago.

Support suggested we turn OFF the notifications when archiving however this is not sustainable and would also not send out any notice to users or admins who are actually performing a proper unenrolment from a course or session.

In addition, there is no specific PU permission set to control archiving only. According to the KB article, this features comes with the ability to delete enrolments which is something most admins need anyway.

Another area where we found gaps are reports...the dashboard and summary reports have no option to view archived records and there is no mention that there may be archived records. So that leaves us with custom reports only. Unfortunately there is an issue with the custom reports as well. If you include user custom fields in your reports, archived records omit these in the report output leafing blank cells everywhere...

Hoping the product team can address these issues before the release hits production.


Jtischler
Helper II
Forum|alt.badge.img+1

Maybe its just me, and I am not trying to be a downer here.  I thought the ask for multiple completions of a course was to allow for users to enroll in a course a second time and show a completion without any admin intervention?  Isn’t the certification app supposed to be used for the example use case of a recurring training?  I will need to see how this functions and also how this displays in the reports engine before making any judgements, but first impression I am not feeling as if this is hitting the mark.

 

For ILT if a course enrollment is archived with ‘In Progress’ status and the session is still in progress, does the session get archived too so that the user can enroll in new sessions or do they still have to be unenrolled from the session?


lrnlab
Hero III
Forum|alt.badge.img+8
  • Hero III
  • May 18, 2023
Jtischler wrote:

Maybe its just me, and I am not trying to be a downer here.  I thought the ask for multiple completions of a course was to allow for users to enroll in a course a second time and show a completion without any admin intervention?  Isn’t the certification app supposed to be used for the example use case of a recurring training?  I will need to see how this functions and also how this displays in the reports engine before making any judgements, but first impression I am not feeling as if this is hitting the mark.

 

For ILT if a course enrollment is archived with ‘In Progress’ status and the session is still in progress, does the session get archived too so that the user can enroll in new sessions or do they still have to be unenrolled from the session?

Archiving will push any record with a status of Enrolled, In Progress or Completed to the archive database. I do not understand the purpose of archiving someone with a status of enrolled or in progress. That said, it will allow them to enrol in a new session anyway regardless of the status that was archived. 


Jtischler
Helper II
Forum|alt.badge.img+1

@lrnlab The main use case I can think of offhand to archive an in progress or enrolled would be to be able to reassign and have notifications trigger.  Just as in the example provided, which seems to be the solve for annual trainings to be done based on enrollment month vs completion date, admin would need to archive all enrollments and then assign audience again to have notifications trigger to all.


kfortenb
Influencer I
  • Influencer I
  • May 18, 2023

Our team is excited to hear that multiple course completions has rolled out to Sandbox for everyone. Is there an ETA on when it will go live in  production? Thank you all for the hard work you’ve put into preparing this feature.

We hope to use the feature for similar use cases mentioned in this bulletin--to re-enroll learners without needing to create a new course. This will be a great help for refreshing training under the same course title that renews each quarter or year, and renewing expiring courses, while helping make the administration of it scalable.

@lrnlab thank you for the heads up on reporting gaps, good to know and I’ll keep an eye out for that.


erin.brisson
Docebian
Forum|alt.badge.img+2
kfortenb wrote:

Our team is excited to hear that multiple course completions has rolled out to Sandbox for everyone. Is there an ETA on when it will go live in  production? Thank you all for the hard work you’ve put into preparing this feature.

We hope to use the feature for similar use cases mentioned in this bulletin--to re-enroll learners without needing to create a new course. This will be a great help for refreshing training under the same course title that renews each quarter or year, and renewing expiring courses, while helping make the administration of it scalable.

@lrnlab thank you for the heads up on reporting gaps, good to know and I’ll keep an eye out for that.

@kfortenb This feature will be available in the June release (end of June)!


kfortenb
Influencer I
  • Influencer I
  • May 18, 2023

@erin.brisson  Wow! That is great! Thank you for your reply. This will really help out our stakeholders who have been anticipating this feature.


qtucker
Novice III
Forum|alt.badge.img+2
  • Novice III
  • May 18, 2023

Excited about the multiple completions feature. Question: When a course is set for recertification and a learner clicks renew now does their previous completion auto archive? 


  • Novice I
  • May 18, 2023

I’ve been looking forward to multiple completions for a long time. And I have to say this is not what I was expecting. When I thought of multiple completions of a course it was to allow for users to take a course multiple times without the need of admins. Allowing the user to see a new completion date as well as an admin the ability to report on each date the completions happened.

This looks to need admin intervention unless I am missing something here, we already have the ability to let users re certify using the CERTIFICATIONS & RETRAINING app and take the same course and report on it. 

 


  • Influencer III
  • May 19, 2023

I agree with a few comments here. We also hoped users would be able to retake courses without admin involvement. We currently use Certifications for this, but its a complicated process to set them up and guide users through it. If this new update doesn’t allow for users to archive/retake courses directly, can the Renew Now option for Certifications be added to the course landing pages to make it easier to find?


Forum|alt.badge.img
qtucker wrote:

Excited about the multiple completions feature. Question: When a course is set for recertification and a learner clicks renew now does their previous completion auto archive? 

This is my question as well - our courses renew annually but at ‘the one year after you last did it’ point, not everyone needing to be reset at the same time (or some newer staff would be repeating a course only a week or two after they last did it!). So we use the certifications and renew feature.

We currently have to export the completions via API to our HR system so that we can maintain a full historical record. So we do want to be able to see previous completions on Docebo.

But, with archiving of completions, how will it work with renew?


brandonbillings
Helper I
Forum|alt.badge.img

Has anyone figured out if it’s possible to import enrollments in the “archived” state? We have a course that learners need to re-take every 3 years. When we migrated to Docebo last year, I purposely omitted any records over 2 years old to avoid issues with multiple enrollments. I’d now like to import the historical records but need them be loaded as archived, as many of the learners have “current” enrollments.


bitbaron76

Looking at the Multiple completions from a Admin perspective, manually having to select all the users on a per course basis seems like it’s going to be cumbersome at best.  Is there a process using a CSV file to archive a single course for multiple users, multiple courses for a single user or multiple courses for multiple users?  Or better yet, have an option when a user is enrolled in a course to have an expiration period (not a certification) assigned at the time of enrollment, or, have expiration periods assignable in a learning plan which would auto archive the course at the end of the expiration period.  We have situations where users in a specific role (persona) have to retake certain training, some yearly and some bi-annually.  Being able to assign the frequency a course needs to be taken in a learning plan (and specific to the learning plan frequency settings) would allow us to assign different frequencies based on the persona.  AND, automating the archiving and re-enrollment would be extremely time saving. 


brandonbillings
Helper I
Forum|alt.badge.img

Will there be an API endpoint for archiving enrollments?

It’d be great if our service that registers learners via API could make a call to see what enrollments currently exist for that user, and if the new enrollment is a dupe, archive the original.

 


brandonbillings
Helper I
Forum|alt.badge.img
brandonbillings wrote:

Will there be an API endpoint for archiving enrollments?

It’d be great if our service that registers learners via API could make a call to see what enrollments currently exist for that user, and if the new enrollment is a dupe, archive the original.

 

Nevermind, I just did a browser inspect. It looks like it’s all under /enrollment/v1/


  • Helper I
  • May 19, 2023

How do those archived enrolments look when synced to Salesforce? 


lrodman
Guide II
Forum|alt.badge.img+6
  • Guide II
  • May 21, 2023

This go.learn change is actually quite huge. 
 

Now we just need iframes on pages!


Davefox
Helper III
Forum|alt.badge.img+2
  • Helper III
  • May 22, 2023

How does Archiving work with ILT classes? One of the things we struggle with is structuring ILT and events and sessions because a student can not enroll in more than one session within an ILT class. 

 

Will Archive and reenroll allow someone to retain credit for a past session and enroll in a future session? This would solve several problems related to multiple credits and tracking. 

 


thaldane
Helper I
  • Helper I
  • May 22, 2023
qtucker wrote:

Excited about the multiple completions feature. Question: When a course is set for recertification and a learner clicks renew now does their previous completion auto archive? 

Looks like it. I just tested on our sandbox and it archived the previous course.


Forum|alt.badge.img+2
  • Helper II
  • May 23, 2023

I got excited about multiple completions, read the article and then felt disappointed.  This is just more admin work.

We just a need a way for users to have the ability to retake any course more than once without admin intervention.

This just looks like an overcomplication to me and doesn’t feel like progress.

 

 


dklinger
Hero III
Forum|alt.badge.img+8
  • Hero III
  • May 24, 2023

The need for auto-archiving a course for multiple course is the “big wait” we are after.


dklinger
Hero III
Forum|alt.badge.img+8
  • Hero III
  • May 24, 2023

Where archiving and establishing multiple completions for a course works well when you are still in a windowed deployment and you dont want to copy a course….less learning objects, more weight on the reporting. It seems like there are some gotchas for the reporting components  @lrnlab points out above  - so it becomes critical to really think of these as an archived record.

The key for recertifications? Is to support a “roaming” approach. A person self starts A, completes A - they meet the criteria for B and they are mapped to it.

Everyone with a sandbox? What does an archived learning record look like from the learner/user summary?


dklinger
Hero III
Forum|alt.badge.img+8
  • Hero III
  • May 24, 2023
dklinger wrote:

Where archiving and establishing multiple completions for a course works well when you are still in a windowed deployment and you dont want to copy a course….less learning objects, more weight on the reporting. It seems like there are some gotchas for the reporting components  @lrnlab points out above  - so it becomes critical to really think of these as an archived record.

The key for recertifications? Is to support a “roaming” approach. A person self starts A, completes A - they meet the criteria for B and they are mapped to it.

Everyone with a sandbox? What does an archived learning record look like from the learner/user summary?

LOL - In my example: B is still A > just “later”.


  • Newcomer
  • May 24, 2023

Hello!  Will team managers be able to re-assign classes after they archive the current enrollment? Thank you!



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