A Retroactive Change is the term used to refer to how the system handles a configuration changing. An example may be, if you change the name of an Online Course, do all Learners see the new Course name, or only newly enrolled Learners?
This document focuses on covering the known retro-activity of different elements of Absorb LMS.
Retroactive Changes Best Practices
When you are making changes in your Portal it is important to remember that any numbers of changes
may have different consequences, or outcomes. Modifying a Learning Object could potentially affect
every Learner with an active enrollment.
Determining the outcome of a change is valuable information. However it is not advised to include the outcome of a retroactive change in your business use-cases, as the functionality listed here may change unexpectedly in the future as new features are released, or functionality is modified.
Completed Users Don't Receive Updates
As a rule of thumb, Learners will not receive any updates related to an Enrollment if that Enrollment is
Completed. There may be exceptions to this rule, and this possibility reinforces the importance of testing a circumstance if the outcome of a Retroactive Change is business critical.
Create a New Course Instead of Reworking an Existing One
In regard to data integrity, it is ideal to have access to as much original information as possible. While it is
a supported use-case of Absorb to update existing information such as an Online Course. In the case of
re-working a Course and replacing almost everything. It may be better to create a new Course with the
same name, and title it accordingly. As an example:
- First Aid 2024
- March New Leads
- Offline Certification [V2]
The benefit of creating a new Course instead of applying all the changes to an existing one is that it does
not incur Retroactive Changes. Newly enrolled Learners will experience the content as you configured it,
and there aren't any actively enrolled Learners to potentially affect with large scale changes.
Don't Rely on Retroactive Changes
In most cases, Retroactive Changes are the observed outcome of a change occurring in the system and proliferating. Understanding a Retroactive Change may be beneficial to explain why something happened, or what can be done to modify content that is essential to modify. However, the outcome associated with any given Retroactive Change may alter without notice as Absorb LMS continues to develop, and update existing features.
Always test before making changes to critical data, or expecting a Retroactive Change to take place.
Asterisks Indicate Not All Users are Affected Equally
In the following tables, some elements will have the state of their retro-activity presented with an asterisk. Such as in the following example:
Elements with an asterisk should be considered changes that will have a unique circumstance associated with them, or the change will not equally affect each User. Make certain to review the details associated with that change.
Online Course Changes
This section contains information about the retro-activity of different elements or settings available when configuring an Online Course, including Learning Objects:
Element/Setting | Retro-activity |
---|---|
Status |
Yes. Once the Course Status is turned to Active again, Learners will see the Course on their My Courses page or on their Transcripts again. |
Title |
Yes. If the Admin adjusts the Title after Learners are enrolled, the updated Title will display to those Learners. |
Description |
Yes. If the Admin adjusts the Description after Learners are enrolled, the updated Description will display to those Learners. |
Language |
Yes. If Language is modified, this change will be observed by all Users and Filters will identify the change correctly. |
Tags |
Yes. If a new Tag is added or if you are editing the existing Tags, Learners who are enrolled will see the updates. |
Chapters and Lessons |
Yes. Learners who are enrolled and not finished with the Course will see these updates. Completed enrollments will not be required to take the Course again. |
Must Complete |
Yes. Learners who are enrolled and not finished with the Course will see these updates. Completed enrollments will not be required to take the Course again. |
Show Terms & Conditions |
Yes. Learners who are enrolled will see and be required to review the new Terms & Conditions added. |
Mobile Device Alert
|
Yes. Learners who are enrolled and go to launch the Course on a mobile device will receive an alert if the Course is not compatible. |
Proctor |
Yes. Learners who have not completed the Course will be prompted to use a Proctor on their Assessment. |
Outline |
Yes. Changes to this section will be observed by all Learners. |
Chapter Name |
Yes. Changes to this section will be observed by all Learners. |
Learning Objects |
Yes. Learners who are enrolled and not finished with the Course will see these updates. Completed enrollments will not be required to take the Course again. |
Maximum Number of Attempts |
No. Adjusting the Max Attempts on Assessments will not affect anyone who has already begun taking the Assessment. |
Locked Department |
Yes. Changes to this section will be observed by all Learners. |
Allow Self Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Automatic Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Manager Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Approval |
No. Once the enrollment for the Learner has been completed, adding or removing the Approver will not force the Learner to go back through the Approval process again. |
Enable E-Commerce
|
Yes*. Changes to this section will be observed by all Learners who are not yet enrolled. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Allow Public Purchase
|
Yes*. Changes to this section will be observed by all Learners. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Default Price
|
No. Only Users who are not enrolled will observe this change. |
Variable Price Groups
|
No. Only Users who are not enrolled will observe this change. |
Extensions
|
Yes. All Users will observe this change. |
Certificate |
No. If the Certificate was not present at the time of completion, then adding a new one will not apply to those Learners. If the Learners are enrolled, but have not completed the Course, the added Certificate will apply at completion. |
Certificate Source
|
Yes. Editing the Certificate PDF will update the Certificate they can print from their Transcripts. This is because an awarded Certificate is generated uniquely each time it is opened by a User. |
Use Custom Title (Certificate)
|
Enabling the Custom Title: No. Learners do not observe the change to this element. Updating the Custom Title: Yes*. If this change is made prior to the User completing their Course and being awarded a Certificate. |
Notes | Only visible to Admins. Will be updated after saving. |
Expiry |
No. Adding, editing or removing this Date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Date will apply at completion. |
Expire In |
Yes*. Users who are In Progress will receive the latest expiry date on their Certificate. Users who are Completed will not observe this change. |
Expiry Date |
No. Adding, editing or removing this date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Expiry Date will apply at completion. |
Certificate Upload
|
Yes. Learners who have not enrolled, or are In Progress will observe this change. |
Allow Re-enrollment
|
Yes. Turning this feature on will allow anyone enrolled (completed or not) the ability to re-enroll in the Course. |
Choose when a learner can re-enroll
|
Yes. This element is retroactive for all Users. |
Competencies
|
No. Learners who have already completed the Course will not receive any updates to Competencies. If the Learners are enrolled, but have not completed the Course, the Competency updates will apply at Completion. |
Credits |
No. Learners who have already completed the Course will not receive any updates to Credits. If the Learners are enrolled, but have not completed the Course, the Credit updates will apply at Completion. |
Allow Failure
|
No. Learners who have already completed the Course will not receive any updates for this feature. If the Learners are enrolled, but have not completed the Course, the Allow Failure updates will apply at completion. |
Leaderboard Points
|
No. Learners who have already completed the Course will not receive any updates for this feature. If the Learners are enrolled, but have not completed the Course, the Leaderboard Points will apply at completion. |
Post Enrollments
|
Post Enrollment rules have three different triggers to choose from:
Post Enrollment actions will be dictated by how a Course or Curriculum's Post Enrollment rules are configured at the time an enrollment, completion, or failure occurs. Enrolled: Users who have been enrolled into a Course or Curriculum after this setting is configured will receive the Post-Enrollment trigger. Completed: Users who have complete a Course or Curriculum after this setting is configured will receive a Post-Enrollment trigger. Failed: Users who have failed a Course after this setting is configured, will receive a Post-Enrollment trigger. Note: If a Learner has already enrolled in, completed, or failed a Course, and the Post-Enrollment rules are set after the fact, the trigger will not retroactively apply to that Learner. Exception: Course Bundles |
Access Date
|
Yes. Adding or changing the Access Date will affect all Learners who are enrolled. |
Expiration |
Yes. Adding or changing the Expiration Date will affect all Learners who are enrolled. |
Due Date
|
Yes. Adding or changing the Due Date will affect all Learners who are enrolled. |
Allow Course Content Download
|
Yes. Turning this feature on or off, will update the option for Learners who are enrolled. |
Allow Re-enrollment
|
Yes. A Learner that is In-Progress or Completed will be able to re-enroll if this is enabled. |
Prerequisites |
No. Learners who have already enrolled, will not have the updates made to Prerequisites. |
Category |
Yes. Updates to Categories will appear to enrolled Learners. |
Thumbnail
|
Yes. Updates to Thumbnails will appear to enrolled Learners. |
Posters |
Yes. Updates to Posters will appear to enrolled Learners. |
Mandatory Course
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Featured Course
|
Yes. Turning the Featured option on or off will appear to enrolled Learners. |
Featured Course Sort Order
|
Yes. This element is retroactive for all Users. |
Featured Course Start Date
|
Yes. This element is retroactive for all Users. |
Featured Course End Date
|
Yes. This element is retroactive for all Users. |
Enable Recommended Courses
|
Yes*. This element is retroactive for In-Progress and Completed Learners. Courses in the Recommendations Course Ribbon do not change and are not removed when the recommendation tags are modified or when Enable Recommended Courses is disabled. |
Recommendation Tags
|
Yes. This element is retroactive for all Users. |
Course Visibility
|
Yes. Turning the Course Visibility option on or off will immediately update the Admin's visibility in the Admin Interface. |
Primary Department Editor
|
Yes. Adding a Primary Department Editor will immediately update the Admin's visibility in the Admin Interface. |
Additional Admin Editors
|
Yes. Adding an Additional Admin Editors will immediately update the Admin's visibility in the Admin Interface. |
Send email notification
|
Yes. This element is retroactive for all Users. |
|
No. Once the Learner is enrolled into the Course, opting in or out of the Enrollment Message will not affect these Learners. Only Learners who enroll into the Course, after the update is made. |
If the Completion Message is turned on prior to the Learner completing the Course, they will receive the Completion Message. If the Learner has already completed the Course, opting in or out of the Completion Message will not affect these Learners. |
|
If the Use Start Date toggle is turned ON, this will set a date when all enrolled Learners will receive the first nudge. If a User was already receiving nudge emails prior to toggling Use Start Date ON, they may receive nudges from the original cadence and the new cadence that would occur from toggling on Use Start Date. If the Use Start Date toggle is turned off, once the Learner is enrolled into the Course, opting in or out of the Nudge Message will not affect these Learners. Only Learners who enroll after the Nudge Message was adjusted, will it apply. |
|
No. Once the Learner is enrolled into the Course, changing the Max Nudges of Messages will not affect these Learners. Only Learners who enroll after the Max Nudges of Messages was adjusted, will it apply. Once Nudges have been scheduled, the original number of scheduled Nudges may continue to distribute to Learners even after the value is changed. Newly enrolled Learners will receive the newly configured number of Max Nudges. |
|
Nudge every
|
If the Use Start Date toggle is turned on, this will set a date when all enrolled Learners will receive the first nudge. If a User was already receiving nudge emails prior to toggling Use Start Date on, they may receive nudges from the original cadence and the new cadence that would occur from toggling on Use Start Date. If the Use Start Date toggle is turned off, once the Learner is enrolled into the Course, changing the Nudge Frequency of Messages will not affect these Learners. Only Learners who enroll after the Nudge Frequency of Messages was adjusted, will it apply. |
Use Start Date
|
Yes. This element is retroactive for all Users. |
Use Custom Template
|
No. This element is not retroactive. |
If the Failure Message is turned on prior to the Learner failing the Course, they will receive the Failure Message. If the Learner has already failed the Course, opting in or out of the Failure Message will not affect these Learners. |
|
Resources |
Yes. Resources can be added or removed from a Course and all enrolled Learners (completed or not) will receive the update. |
Course Uploads |
Yes. Course Uploads can be added or removed from a Course and all enrolled Learners (completed or not) will receive the update. |
Course Upload Label
|
Yes. The Label of the Course Upload can be updated and all enrolled Learners (completed or not) will receive the update. |
Course Upload Instructions
|
Yes. The Instructions of the Course Upload can be updated and all enrolled Learners (completed or not) will receive the update. |
Course Upload Approver
|
No. Once the Learner has completed the Course Upload, any adjustments to Approver will not be applied. |
Enable Course Evaluation
|
Yes. Enabling Course Evaluations will prompt Learners enrolled to complete an Evaluation. Completed enrollments will not be required to take the Evaluation. |
Evaluation Required
|
Yes. Enabling Evaluation Required will prompt Learners enrolled to complete the Evaluation and will not receive a completion for the Course until the Evaluation is completed. Completed enrollments will not be required to take the Evaluation. |
Evaluation Can be Taken at Any Time
|
Yes. This element is retroactive for all Users. |
Enable Course Rating
|
Yes. Enabling Course Rating will prompt Learners enrolled to complete a Rating. |
Audience
|
Yes. Populating a value in the Audience field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Goals
|
Yes. Populating a value in the Goals field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
External ID
|
Yes. Populating a value in the External ID field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Vendor
|
Yes. Populating a value in the Vendor field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Company Cost
|
Yes. Populating a value in the Company Cost field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Learner Cost
|
Yes. Populating a value in the Learner Cost field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Company Time
|
Yes. Populating a value in the Company Time field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Learner Time
|
Yes. Populating a value in the Learner Time field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Allow Comments
|
Yes. Enabling Allow Comments will prompt Learners enrolled to add a Comment. |
Collaborations
|
Yes. Selecting Collaborations will prompt Learners enrolled to collaborate with other enrolled Learners. |
More Notes
|
Yes. Populating a value in the Notes field will allow Admins to report on this value for all Learners who have been enrolled in the Course. |
Learning Object Changes
This section contains information about the retro-activity of different elements or settings available when configuring a Learning Object:
Element/Setting | Retro-activity |
---|---|
Name |
Yes. If an Admin adjusts the Name after Learners are enrolled, the updated Name will display to those Learners. |
Source |
Yes. This element is retroactive for all Users. |
Description |
Yes. This element is retroactive for all Users. |
Desktop |
Yes. This element is retroactive for all Users. |
Mobile |
Yes. This element is retroactive for all Users. |
Notes | Only for Admins. Will be updated once saved. |
Video Width |
Yes. This element is retroactive for all Users. |
Video Height |
Yes. This element is retroactive for all Users. |
Poster |
Yes. This element is retroactive for all Users. |
Video Sources Label |
No. This element is not retroactive. |
Video Source |
Yes. This element is retroactive for all Users. |
Transcribe Video |
Yes. This element is retroactive for all Users. |
Subtitles |
Yes. This element is retroactive for all Users. |
Disable Seeking |
Yes. This element is retroactive for all Users. |
Allow Playback Speed Adjustment |
Yes. This element is retroactive for all Users. |
Task is Scored | Manually marked. Admins can update/add/remove the score retroactively. |
Allow Notification |
No. This element is not retroactive. |
Assessment is Weighted |
Yes*. This element is retroactive for Users who have not yet started the Assessment. |
Assessment Weight |
Yes*. This element is retroactive for Learners that are In-Progress. |
Grade to Pass |
No. This element is not retroactive. |
Allow Multiple Attempts |
No. This element is not retroactive. |
Allow Failure |
This element is retroactive for Learners that are In-Progress, but not Learners that are Complete. |
Randomize Question Order |
Yes*. This element is retroactive for all Users. Completed Learners will experience this change if re-enrolled, but not otherwise. |
Randomize Answer Order
|
No. This element is not retroactive. |
Show Answers
|
Yes. This element is retroactive for all Users. Completed Learners will experience this change if re-enrolled, but not otherwise. |
Show Feedback
|
No. This element is not retroactive. |
Timed Assessment
|
Yes. This element is retroactive for all Users. Keep in mind that elapsed time for In-Progress Learners will be maintained even if the time is changed. |
Single Page Layout
|
Yes*. This element is retroactive for Learners who are not yet Completed. |
Show Navigation
|
Yes*. This element is retroactive for Learners who are not yet Completed. |
Introduction Message
|
Yes*. This element is retroactive for Learners who are not yet Completed. |
Post Message
|
Yes*. This element is retroactive for Learners who are not yet Completed. |
Fail Message
|
Yes. This element is retroactive for all Users. |
Question Group Name | Admin only. Changes will be made when saved. |
Questions |
Yes. This element is retroactive for all Users. |
Question Banks |
Yes. This element is retroactive for all Users. |
Lesson Source File |
Yes. This element is retroactive for all Users. |
Width |
Yes. This element is retroactive for all Users. |
Height |
Yes. This element is retroactive for all Users. |
Lesson Contains Assessment
|
Yes*. This element is retroactive for Learners who are In-Progress. |
Maximum Attempts
|
No. This element is not retroactive. |
Yes. This element is retroactive, but only seen by Admins in reports. |
|
Content Type
|
No. This element is not retroactive. |
Duration (Minutes)
|
No. This element is not retroactive. |
External ID
|
No. This element is not retroactive. |
Competency Awarded
|
No. This element is not retroactive. |
Assign Reviewers
|
No. This element is not retroactive. |
Reviewer(s) |
No. This element is not retroactive. |
Checklist Name |
No. This element is not retroactive. |
Display Step Results |
Yes. This element is retroactive for all Users. |
Display Attachments |
Yes. This element is retroactive for all Users. |
Display Overall Comments |
Yes. This element is retroactive for all Users. |
Display Step Comments |
Yes. This element is retroactive for all Users. |
Ready for Review Notification |
No. This element is not retroactive. |
Electronic Signature Agreement
|
Yes. This element is retroactive for all Users. |
Electronic Signature Method
|
Yes. This element is retroactive for all Users. |
Instructor Led Courses Changes
This section contains information about the retro-activity of different elements or settings available when configuring an Instructor Led Course:
Element/Setting | Retro-activity |
---|---|
Status |
Yes. Once the Course Status is turned to Active again, Learners will see the Course on their My Courses page or on their Transcripts again. |
Title |
Yes. If the Admin adjusts the Title after Learners are enrolled, the updated Title will display to those Learners. |
Description |
Yes. If the Admin adjusts the Description after Learners are enrolled, the updated Description will display to those Learners. |
Language |
No. This element is not retroactive. |
Tags |
Yes. If a new Tag is added or if you are editing the existing Tags, Learners who are enrolled will see the updates. |
Show Terms & Conditions |
Yes. Learners who are enrolled will see and be required to review the new Terms & Conditions added. |
Locked Department |
No. This element is not retroactive. |
Allow Self Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Manager Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Approval |
No. Once the enrollment for the Learner has been completed, adding or removing the Approver will not force the Learner to go back through the Approval process again. |
Enable E-Commerce
|
Yes. This element is retroactive for all Users. |
Require Learner to Choose Session Upon Purchase
|
Yes*. This element is retroactive. This change will not affect those who have already purchased the content. |
Allow Public Purchase
|
Yes*. This element is retroactive. This change will not affect those who have already purchased the content. |
Default Price
|
Yes*. This element is retroactive. This change will not affect those who have already purchased the content. |
Variable Price Groups
|
No. This element is not retroactive. |
Certificate |
No. If the Certificate was not present at the time of completion, then adding a new one would not apply to those Learners. If the Learners are enrolled, but have not completed the Course, the added Certificate will apply at completion. |
Certificate Source
|
Yes. Editing the Certificate PDF will update the Certificate they can print from their Transcripts. This is because an awarded Certificate is generated uniquely each time it is opened by a User. |
Use Custom Title
|
No. This element is not retroactive. |
Notes | This element is for Admins only. Changes will persist after saving. |
Expiry |
No. Adding, editing or removing this Date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Date will apply at completion. |
Certificate Upload
|
Yes. This element is retroactive for all Users. |
Allow Re-enrollment
|
Yes. Turning this feature on will allow anyone enrolled (completed or not) the ability to re-enroll in the Course. |
Choose when a learner can re-enroll
|
Yes. This element is retroactive. |
Competencies
|
No. Learners who have already completed the Course will not receive any updates to Competencies. If the Learners are enrolled, but have not completed the Course, the Competency updates will apply at Completion. |
Credits |
No. Learners who have already completed the Course will not receive any updates to Credits. If the Learners are enrolled, but have not completed the Course, the Credit updates will apply at Completion. |
Allow Failure
|
No. Learners who have already completed the Course will not receive any updates for this feature. If the Learners are enrolled, but have not completed the Course, the Allow Failure updates will apply at completion. |
Leaderboard Points
|
No. Learners who have already completed the Course will not receive any updates for this feature. If the Learners are enrolled, but have not completed the Course, the Leaderboard Points will apply at completion. |
Post Enrollments
|
Post Enrollment rules have three different triggers to choose from:
Post Enrollment actions will be dictated by how a Course or Curriculum's Post Enrollment rules are configured at the time an enrollment, completion, or failure occurs. Enrolled: Users who have been enrolled into a Course or Curriculum after this setting is configured will receive the Post-Enrollment trigger. Completed: Users who have complete a Course or Curriculum after this setting is configured will receive a Post-Enrollment trigger. Failed: Users who have failed a Course after this setting is configured, will receive a Post-Enrollment trigger. Note: If a Learner has already enrolled in, completed, or failed a Course, and the Post-Enrollment rules are set after the fact, the trigger will not retroactively apply to that Learner. Exception: The exception to the above would be Course Bundles. |
Prohibit Learners From Changing or Cancelling Sessions
|
Yes. Turning this feature on or off, will update the option for Learners who are enrolled. Learners who have already completed the Course, will not have this option to change or cancel their Session. |
Allow Enrollment
|
Yes*. Learners who are not enrolled, or In-Progress will observe this change. |
Prerequisites |
No. Learners who have already enrolled, will not have the updates made to Prerequisites. |
Category |
Yes. Updates to Categories will appear to enrolled Learners. |
Thumbnail
|
Yes. Updates to Thumbnails will appear to enrolled Learners. |
Posters |
Yes. Updates to Posters will appear to enrolled Learners. |
Mandatory Course
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Featured Course
|
Yes. Turning the Featured option on or off will appear to enrolled Learners. |
Featured Course Sort Order
|
Yes. This element is retroactive for all Users. |
Featured Course Start Date
|
Yes. This element is retroactive for all Users. |
Featured Course End Date
|
Yes. This element is retroactive for all Users. |
Enable Recommended Courses
|
No. This element is not retroactive. |
Recommendation Tags
|
Yes. This element is retroactive for all Users. |
Course Visibility
|
Yes. Turning the Course Visibility option on or off will immediately update the Admin's visibility in the Admin Interface. |
Primary Department Editor
|
Yes. Adding a Primary Department Editor will immediately update the Admin's visibility in the Admin Interface. |
Additional Admin Editors
|
Yes. Adding an Additional Admin Editors will immediately update the Admin's visibility in the Admin Interface. |
Send email notification
|
No. This element is not retroactive. |
|
No. Once the Learner is enrolled into the Course, opting in or out of the Enrollment Message will not affect these Learners. Only Learners who enroll into the Course, after the update is made. |
If the Completion Message is turned on prior to the Learner completing the Course, they will receive the Completion Message. If the Learner has already completed the Course, opting in or out of the Completion Message will not affect these Learners. |
|
If the Failure Message is turned on prior to the Learner failing the Course, they will receive the Failure Message. If the Learner has already failed the Course, opting in or out of the Failure Message will not affect these Learners. |
|
If the Session Update Message is turned on prior to the update on the Session, Learners will receive the message. | |
No. Once the Learner is enrolled into the Session, opting in or out of the Session Enrollment Message will not affect these Learners. Only Learners who enroll into the Session, after the update is made. |
|
No. Once the Learner is enrolled into the Session, opting in or out of the Session Approval Message will not affect these Learners. Only Learners who enroll into the Session, after the update is made. |
|
No. This element is not retroactive. |
|
No. This element is not retroactive. |
|
No. This element is not retroactive. |
|
Use Start Date
|
Yes. This element is retroactive for all Users. |
If the Instructor Message is turned on prior to the Instructor update, the Instructor(s) will receive the Instructor Message. If the Instructor has already been updated, opting in or out of the Instructor Message will not affect these Instructors. |
|
Yes. The Mark Attendance Reminder can be added at any time and the Instructor(s) will receive the reminder. |
|
No. This element is not retroactive. |
|
Resources |
Yes. Resources can be added or removed from a Course and all enrolled Learners (completed or not) will receive the update. |
Course Uploads |
Yes. Course Uploads can be added or removed from a Course and all enrolled Learners (completed or not) will receive the update. |
Course Upload Label |
Yes. The Label of the Course Upload can be updated and all enrolled Learners (completed or not) will receive the update. |
Course Upload Instructions |
Yes. The Instructions of the Course Upload can be updated and all enrolled Learners (completed or not) will receive the update. |
Approver |
No. Once the Learner has completed the Course Upload, any adjustments to Approver will not be applied. |
Enable Course Evaluation
|
Yes. Enabling Evaluations will prompt Learners enrolled to complete an Evaluation. Completed enrollments will not be required to take the Evaluation. |
Evaluation Required
|
Yes. Enabling Evaluation Required will prompt Learners enrolled to complete the Evaluation and will not receive a completion for the Course until the Evaluation is completed. Completed enrollments will not be required to take the Evaluation. |
Evaluation Can be Taken at Any Time
|
Yes*. This element is retroactive for Learners that are In-Progress. |
Enable Course Rating
|
Yes. Enabling Course Rating will prompt Learners enrolled to complete a Rating. |
Audience
|
Yes. Populating a value in the Audience field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Goals
|
Yes. Populating a value in the Goals field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
External ID
|
Yes. Populating a value in the External ID field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Vendor
|
Yes. Populating a value in the Vendor field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Company Cost
|
Yes. Populating a value in the Company Cost field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Learner Cost
|
Yes. Populating a value in the Learner Cost field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Company Time
|
Yes. Populating a value in the Company Time field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Learner Time
|
Yes. Populating a value in the Learner Time field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Allow Comments
|
Yes. Enabling Allow Comments will prompt Learners enrolled to add a Comment. |
Collaborations
|
Yes. Selecting Collaborations will prompt Learners enrolled to collaborate with other enrolled Learners. |
More Notes
|
Yes. Populating a value in the Notes field will allow Admins to report on this value for all Learners who have been enrolled in the Course. |
Session Changes
This section contains information about the retro-activity of different elements or settings available when configuring a Session:
Element/Setting | Retro-activity |
---|---|
Sessions |
Yes. Learners who are enrolled will see any newly added or removed Sessions. |
Session Title |
Yes. This element is retroactive for all Users. |
Session Description |
Yes. Learners who are enrolled, Completed, or still In Progress, will see the changes made to Session Description. If you decrease the Max Class Size or enable Waitlist, this will not go back and adjust the attendees' enrollment in the Session. It will only apply for future enrollments. |
Session Change Log / Notes
|
Yes. This element is retroactive for all Users. |
Session Instructors |
Yes. This element is retroactive for all Users. |
Session Venue |
Yes. This element is retroactive for all Users. |
Session Class Start Date and Time
|
Yes. This element is retroactive for all Users. |
Session Class End Date and Time |
Yes*. This element is retroactive. This change will not affect those who have already completed the Session. |
Session Time Zone |
Yes*. This element is retroactive. This change will not affect those who have already completed the Session. |
Session Add Recurring Classes |
Yes*. This element is retroactive. This change will not affect those who have already completed the Session. |
Session Allow Self Enrollment
|
Yes*. This element is retroactive. This change will not affect those who have already completed the Session. |
Session Approval |
Yes*. This element is retroactive. This change will not affect those who have already enrolled in the Session. |
Session Enrollment Start Date
|
Yes*. This element is retroactive. This change will not affect those who have already enrolled in the Session. |
Session Enrollment End Date
|
Yes*. This element is retroactive. This change will not affect those who have already enrolled in the Session. |
Session Min Class Size
|
Yes. This element is retroactive for all Users. |
Session Max Class Size
|
Yes. This element is retroactive for all Users. |
Session Enable Waitlist
|
Yes*. This element is retroactive. This change will not affect those who have already enrolled in the Session. |
Session External ID
|
Yes. This element is retroactive for all Users. |
Curriculum Changes
This section contains information about the retro-activity of different elements or settings available when configuring a Curriculum:
Element/Setting | Retro-activity |
---|---|
Status |
Yes. Once the Course Status is turned to Active again, Learners will see the Course on their My Courses page or on their Transcripts again. |
Name |
Yes. If the Admin adjusts the Title after Learners are enrolled, the updated Title will display to those Learners. |
Description |
Yes. If the Admin adjusts the Description after Learners are enrolled, the updated Description will display to those Learners. |
Language |
Yes. If Language is modified, this change will be observed by all Users and Filters will identify the change correctly. |
Tags |
Yes. If a new Tag is added or if you are editing the existing Tags, Learners who are enrolled will see the updates. |
Show Terms & Conditions |
Yes. Learners who are enrolled will see and be required to review the new Terms & Conditions added. |
Pace Progress |
Yes. Learners who are enrolled will see these updates and will be required to take the Courses in order. |
Groups
|
Yes. Learners who are enrolled and not finished with the Curriculum will see these updates. Completed enrollments will not be required to take the Curriculum again. |
Group Name |
Yes. This element is retroactive for all Users. |
Courses |
Yes*. This element is retroactive. This change will not affect those who have already completed the Curriculum. |
Locked Department |
Yes. Changes to this section will be observed by all Learners. |
Allow Self Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Automatic Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Manager Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Approval |
No. Once the enrollment for the Learner has been completed, adding or removing the Approver will not force the Learner to go back through the Approval process again. |
Enable E-Commerce
|
Yes*. Changes to this section will be observed by all Learners who are not yet enrolled. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Allow Public Purchase
|
Yes*. Changes to this section will be observed by all Learners. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Default Price
|
No. Only Users who are not enrolled will observe this change. |
Variable Price Groups
|
No. Only Users who are not enrolled will observe this change. |
Extensions
|
Yes. All Users will observe this change. |
Certificate |
No. If the Certificate was not present at the time of completion, then adding a new one would not apply to those Learners. If the Learners are enrolled, but have not completed the Course, the added Certificate will apply at completion. |
Certificate Source
|
Yes. Editing the Certificate PDF will update the Certificate they can print from their Transcripts. This is because an awarded Certificate is generated uniquely each time it is opened by a User. |
Use Custom Title
|
No. This element is not retroactive. |
Notes | This element is for Admins only. Changes will persist after saving. |
Expiry |
No. Adding, editing or removing this Date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Date will apply at completion. |
Expire In |
No. Adding, editing or removing this Date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Date will apply at completion. |
Expiry Date |
No. Adding, editing or removing this Date will not affect Learners who have already completed the Course. If the Learners are enrolled, but have not completed the Course, the updated Date will apply at completion. |
Allow Re-enrollment
|
Yes. Turning this feature on will allow anyone enrolled (completed or not) the ability to re-enroll in the Course. |
Choose when a learner can re-enroll
|
Yes. This element is retroactive. |
Competencies
|
No. Learners who have already completed the Course will not receive any updates to Competencies. If the Learners are enrolled, but have not completed the Course, the Competency updates will apply at Completion. |
Credits |
No. Learners who have already completed the Course will not receive any updates to Credits. If the Learners are enrolled, but have not completed the Course, the Credit updates will apply at Completion. |
Leaderboard Points
|
No. Learners who have already completed the Course will not receive any updates for this feature. If the Learners are enrolled, but have not completed the Course, the Leaderboard Points will apply at completion |
Post Enrollments
|
Post Enrollment rules have three different triggers to choose from:
Post Enrollment actions will be dictated by how a Course or Curriculum's Post Enrollment rules are configured at the time an enrollment, completion, or failure occurs. Enrolled: Users who have been enrolled into a Course or Curriculum after this setting is configured will receive the Post-Enrollment trigger. Completed: Users who have complete a Course or Curriculum after this setting is configured will receive a Post-Enrollment trigger. Failed: Users who have failed a Course after this setting is configured, will receive a Post-Enrollment trigger. Note: If a Learner has already enrolled in, completed, or failed a Course, and the Post-Enrollment rules are set after the fact, the trigger will not retroactively apply to that Learner. Exception: Course Bundles |
Access Date
|
Yes. Adding or changing the Access Date will affect all Learners who are enrolled. |
Expiration |
Yes. Adding or changing the Expiration Date will affect all Learners who are enrolled. |
Due Date
|
Yes. Adding or changing the Due Date will affect all Learners who are enrolled. |
Allow Course Content Download
|
Yes. Turning this feature on or off, will update the option for Learners who are enrolled. |
Prerequisites |
No. Learners who have already enrolled, will not have the updates made to Prerequisites. |
Category |
Yes. Updates to Categories will appear to enrolled Learners. |
Thumbnail
|
Yes. Updates to Thumbnails will appear to enrolled Learners. |
Posters |
Yes. Updates to Posters will appear to enrolled Learners. |
Mandatory Course
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Featured Course
|
Yes. Turning the Featured option on or off will appear to enrolled Learners. |
Featured Course Sort Order
|
Yes. This element is retroactive for all Users. |
Featured Course Start Date
|
Yes. This element is retroactive for all Users. |
Featured Course End Date
|
Yes. This element is retroactive for all Users. |
Enable Recommended Courses
|
No. This element is not retroactive. |
Recommendation Tags
|
Yes. This element is retroactive for all Users. |
Course Visibility
|
Yes. Turning the Course Visibility option on or off will immediately update the Admin's visibility in the Admin Interface. |
Primary Department Editor
|
Yes. Adding a Primary Department Editor will immediately update the Admin's visibility in the Admin Interface. |
Additional Admin Editors
|
Yes. Adding an Additional Admin Editors will immediately update the Admin's visibility in the Admin Interface. |
Send email notification
|
No. This element is not retroactive. |
|
No. Once the Learner is enrolled into the Course, opting in or out of the Enrollment Message will not affect these Learners. Only Learners who enroll into the Course, after the update is made. |
If the Completion Message is turned on prior to the Learner completing the Course, they will receive the Completion Message. If the Learner has already completed the Course, opting in or out of the Completion Message will not affect these Learners. |
|
If the Use Start Date toggle is turned ON, this will set a date when all enrolled Learners will receive the first nudge. If a User was already receiving nudge emails prior to toggling Use Start Date ON, they may receive nudges from the original cadence and the new cadence that would occur from toggling on Use Start Date. If the Use Start Date toggle is turned off, once the Learner is enrolled into the Course, opting in or out of the Nudge Message will not affect these Learners. Only Learners who enroll after the Nudge Message was adjusted, will it apply. |
|
No. Once the Learner is enrolled into the Course, changing the Max Nudges of Messages will not affect these Learners. Only Learners who enroll after the Max Nudges of Messages was adjusted, will it apply. |
|
Nudge every
|
If the Use Start Date toggle is turned on, this will set a date when all enrolled Learners will receive the first nudge. If a User was already receiving nudge emails prior to toggling Use Start Date on, they may receive nudges from the original cadence and the new cadence that would occur from toggling on Use Start Date. If the Use Start Date toggle is turned off, once the Learner is enrolled into the Course, changing the Nudge Frequency of Messages will not affect these Learners. Only Learners who enroll after the Nudge Frequency of Messages was adjusted, will it apply. |
Use Start Date
|
Yes. This element is retroactive for all Users. |
Use Custom Template
|
No. This element is not retroactive. |
Resources |
Yes. Resources can be added or removed from a Course and all enrolled Learners (completed or not) will receive the update. |
Enable Course Rating
|
Yes. Enabling Course Rating will prompt Learners enrolled to complete a Rating. |
Audience
|
Yes. Populating a value in the Audience field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Goals
|
Yes. Populating a value in the Goals field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
External ID
|
Yes. Populating a value in the External ID field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Vendor
|
Yes. Populating a value in the Vendor field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Allow Comments
|
Yes. Enabling Allow Comments will prompt Learners enrolled to add a Comment. |
Collaborations
|
Yes. Selecting Collaborations will prompt Learners enrolled to collaborate with other enrolled Learners. |
More Notes
|
Yes. Populating a value in the Notes field will allow Admins to report on this value for all Learners who have been enrolled in the Course. |
Course Bundle Changes
This section contains information about the retro-activity of different elements or settings available when configuring an Instructor Led Course, including Sessions:
Element/Setting | Retro-activity |
---|---|
Status |
Yes. Once the Course Status is turned to Active again, Learners will see the Course on their My Courses page or on their Transcripts again. |
Title |
Yes. If the Admin adjusts the Title after Learners are enrolled, the updated Title will display to those Learners. |
Description |
Yes. If the Admin adjusts the Description after Learners are enrolled, the updated Description will display to those Learners. |
Language |
Yes. If Language is modified, this change will be observed by all Users and Filters will identify the change correctly. |
Tags |
Yes. If a new Tag is added or if you are editing the existing Tags, Learners who are enrolled will see the updates. |
Courses |
No. Once a Course Bundle has enrolled a Learner into a Course, they will not receive enrollments into any Course that is added to the Course Bundle. |
Locked Department |
Yes. Changes to this section will be observed by all Learners. |
Allow Self Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Automatic Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable Manager Enrollment
|
No. Adding, editing or removing the Enrollment Rules will not affect Learners who are already enrolled. |
Enable E-Commerce
|
Yes*. Changes to this section will be observed by all Learners who are not yet enrolled. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Allow Public Purchase
|
Yes*. Changes to this section will be observed by all Learners who are not yet enrolled. Changes to Price or Enrollment Method are irrelevant for Learners who are already enrolled. |
Default Price
|
No. Only Users who are not enrolled will observe this change. |
Variable Price Groups
|
No. Only Users who are not enrolled will observe this change. |
Access Date
|
Yes. Adding or changing the Access Date will affect all Learners who are enrolled. |
Expiration |
Yes. Adding or changing the Expiration Date will affect all Learners who are enrolled. |
Prerequisites |
No. Learners who have already enrolled, will not have the updates made to Prerequisites. |
Category |
Yes. Updates to Categories will appear to enrolled Learners. |
Thumbnail
|
Yes. Updates to Thumbnails will appear to enrolled Learners. |
Posters |
Yes. Updates to Posters will appear to enrolled Learners. |
Featured Course
|
Yes. Turning the Featured option on or off will appear to enrolled Learners. |
Featured Course Sort Order
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Featured Course Start Date
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Featured Course End Date
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Enable Recommended Courses
|
Yes*. This element is retroactive for In-Progress and Completed Learners. Courses in the Recommendations Course Ribbon do not change and are not removed when the recommendation tags are modified or when Enable Recommended Courses is disabled. |
Recommendation Tags
|
Yes. Turning the Mandatory option on or off will appear to enrolled Learners. |
Course Visibility
|
Yes. Turning the Course Visibility option on or off will immediately update the Admin's visibility in the Admin Interface. |
Primary Department Editor
|
Yes. Adding a Primary Department Editor will immediately update the Admin's visibility in the Admin Interface. |
Additional Admin Editors
|
Yes. Adding an Additional Admin Editors will immediately update the Admin's visibility in the Admin Interface. |
Send email notification
|
Yes. This element is retroactive for all Users. Completed Learners will not receive a new Email. |
|
No. Once the Learner is enrolled into the Course, opting in or out of the Enrollment Message will not affect these Learners. Only Learners who enroll into the Course, after the update is made. |
Audience
|
Yes. Populating a value in the Audience field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Goals
|
Yes. Populating a value in the Goals field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
External ID
|
Yes. Populating a value in the External ID field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
Vendor
|
Yes. Populating a value in the Vendor field will allow Admins to report on this value for all Learners who have been enrolled into the Course. |
More Notes
|
Yes. Populating a value in the Notes field will allow Admins to report on this value for all Learners who have been enrolled in the Course. |
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