How are users affected if a recurrent learning plan is altered?
Making alterations to a recurrent learning plan affects each user differently, depending on:
How the learning plan is configured
What has been altered within the learning plan
The completion status of the assigned user
Users that have already completed a recurrent learning plan are impacted differently to those currently in progress, so it is important to keep this in mind before making changes.
Users are affected when:
New content is added or existing content is removed
The deadline/expiry is changed
The existing deadline is removed altogether
For tips on things to avoid when creating recurrent learning plans, see Is there anything I should avoid when creating recurrent learning plans?.
This table shows various changes that can be made and how users are impacted:
Learning plan has a… | What has changed | User is complete | User is not complete |
|---|---|---|---|
Deadline | Deadline removed | User’s status is unaffected | Deadline removed - user does not need to complete the learning plan by a particular deadline |
Deadline | Deadline changed | User’s status is unaffected | User must complete the learning plan by newly added deadline |
Deadline | Content removed | User’s status is unaffected | User is no longer required to complete removed content |
Deadline | Content added | User is marked as ‘Overdue’ | User must complete newly added content, and the same deadline is retained |
Deadline and expiry | Deadline removed | User must complete learning plan when it resets | The deadline is removed but expiry and reset is retained |
Deadline and expiry | Expiry removed | User will need to complete the learning plan once again | User’s status is unaffected |
Deadline and expiry | Expiry period changed | Retains original compliance period | User’s status is unaffected |
Deadline and expiry | Deadline changed | User’s status is unaffected | User must complete the learning plan by the new deadline |
Deadline and expiry | Content added | User’s status is unaffected | User must complete learning plan, including newly added content, and the same deadline is retained |
Deadline and expiry | Content removed | User’s status is unaffected | User must complete the learning plan but is no longer required to complete removed content |
Learning plan has no deadline or expiry | Expiry is added | User is given a reset and expiry date based on their completion date within 48 hours | User is given a reset date once they have completed the learning plan |