Learn - Create an Accreditation for repeat training

In this article, we'll show how to set up an Accreditation so that learners must repeat learning on a timescale defined by your team. Accreditations play a key role in ensuring employees stay compliant with learning essential to their role.

Accreditations are often used with mandatory learning such as Fire Safety, GDPR, and Anti-Bribery, for example. However, Accreditations can also be used with optional learning.

This article will cover:

• Steps to create an Accreditation
• Steps to assign Lesson(s) and Group(s) to an Accreditation
• Optional settings for Accreditations

Important things to know about Accreditations: 

• You will need to create a Course and assign it to a Group before setting up an Accreditation. Read Repeat training with Accreditations 101 to learn more about how accreditations work and how to create and assign the learning that you want to repeat

• Accreditations must be assigned to a Lesson and a Group to work
• A Lesson is repeated based on the date it was last completed - it's a unique cycle for everyone
• A new Accreditation must be created for each Lesson you want to repeat. If multiple Lessons are Assigned to an Accreditation, the learner will only need to complete one of the Lessons. 
• When a Lesson with an Accreditation must be repeated, the Course to which it is assigned will move from 'Completed' back into 'To do' (see above). 

Steps to create an Accreditation

Note that creating an Accreditation for a Lesson to repeat is a separate action from assigning the Course to your people. For example, if the learning that must be repeated is a mandatory Course, the Course must already be assigned as mandatory learning before following the steps below. 

Watch the video and view step-by-step instructions (below):

1. In Learn admin, browse to Accreditation:
2. Select New to create a New Accreditation
3. Select Continuous Accreditation (select 'Fixed' for an Accreditation that does not repeat):
4. Add a Code (visible only to Learn administrators)
5. Add a Title (visible only to Learn administrators)
6. Specify the Expiry date for the Accreditation (days, weeks, months, or years):
7. Populate the Tell learners field. This determines how many days before expiry, the Course will move from 'Courses I Have Done' back to 'Courses I have to do'. Note that it may be desirable to time expiry reminders for the same date
8. Select 'Highlight in learners 'My Accreditations view' (if required):
9. Select Submit to create the Accreditation

The Accreditation is created. The next step is to specify the learning that must be completed to achieve it and the Users who are required to achieve and repeat it.

Steps to assign Lesson(s) and Group(s) to an Accreditation

In the below steps, we'll show how to specify the Lesson(s) that must be repeated in order to achieve the Accreditation, and the Group(s) of Users who are required to achieve and repeat the Accreditation.

ℹ️ Info: Lessons included in a Lesson set for Refresher (BETA feature) are not available to select for assignment to an Accreditation.

Watch the video and view step-by-step instructions (below).

1. Select Lesson from the Accreditation Administration menu:
2. Select Edit
3. Use the search options to find the Lesson that must be completed in order to achieve the Accreditation
4. Select the checkbox to assign the Lesson(s) to the Accreditation. Note that if multiple Lessons are assigned, then the Accreditation will be achieved if any of the Lessons have a complete status:
5. Select Group from the Accreditation Administration menu
6. Select Edit
7. Use the search options to find the Group(s) of Users required to achieve and repeat the Accreditation:
8. Select Submit to save the assignment.

Optional settings for Accreditations

The below table describes the key optional settings for Accreditations, and when they might be selected.

Setting	Definition
Apply this expiry date to the most recent Accreditation assignments that have not expired	The expiry date for an Accreditation can be updated at any time. By default, any change will apply to new Accreditation assignments only. Check this box to also change the expiry date for existing assignments that have not yet expired.
An Exempt Lesson counts towards Accreditation completion status	A lesson might be given an Exempt status manually by an Administrator, or if the Lesson was not selected when included as part of an elective set.
Include disabled Lesson statuses when calculating status and dates	Unenabled Lessons are not visible to learners. An administrator might unenable a Lesson when a newer version is available. Check this option if the completion of an unenabled Lesson is still valid for the Accreditation.
Highlight in learners 'My accreditations' view	When this option is selected, the Accreditation will appear to learners in the 'My Accreditations' dashboard, alongside 'Courses I have to do'

Get deeper learning in The Academy

View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need. 

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