Advice and answers from the Tribal Habits Team

How can I reset an enrolment? How can an explorer retake training?

You can force explorers to 'redo' training via the reset enrolment or retake knowledge options.
Written by Jordan Early
Updated 3 months ago

Once you enrol an explorer in a topic, article or pathway, you have two options which can be used to require the explorer to 'redo' that topic, article or pathway - reset enrolment and retake knowledge. These are very different options!

Both of these options can be found as quicklinks in the same locations.

  • In the list of explorers in a topic, article or pathway.
  • On the Topic, Article or Pathway tabs when viewing a user profile (see image).

Let's review both options to explain the difference.

What does 'reset enrolment' do?

When you select reset enrolment, the explorer keeps the same enrolment but has to redo all their work in the topic, article or pathway. It's a 'reset'.

  • No new enrolment is created.
  • Their progress in the existing enrolment is deleted.
  • Their training history for the existing enrolment is deleted.
  • New Due Dates and Certified Dates are set (if enabled).
  • New Notifications are sent (if enabled).

Typically, reset enrolment is used when people are testing new topics or articles and want to 'reset' everything and try again. Reset enrolment is a destructive choice as it deletes prior progress and overwrites it with new progress. 

What does 'retake knowledge' do?

When you select retake knowledge, the explorer receives a new enrolment in that topic, article or pathway. It's a brand new opportunity to explore knowledge.

  • A new enrolment is created.
  • The progress in the previous enrolment is retained.
  • Their training history for the previous enrolment is retained.
  • New Due Dates and Certified Dates are set for the new enrolment (if enabled).
  • New Notifications are sent for the new enrolment (if enabled).

Typically, retake knowledge is used when you need an explorer to revisit knowledge which may have been updated or after a certification period has passed. Retake knowledge keeps their previous progress and training history.

Retake knowledge is therefore important for, say, compliance training. You may use retake knowledge each year to have explorers stay updated on important information. This will build a history of their completion, keeping each enrolment and their progress as time passes.

What are 'lapsed' and 'current' enrolments?

When you use the 'retake knowledge' option, it creates multiple enrolments in the selected knowledge - previous enrolment(s) which the explorer completed plus the new enrolment created by the retake.

The most recent enrolment will be given the status of 'Current'. This is the enrolment which will appear on the explorer's dashboard. It is the enrolment used for reminder notifications and represents their latest attempt at the topic, article or pathway.

All prior enrolments are given the status of 'Lapsed'. These enrolments can no longer be explored or changed by the explorer. They will remain in their training history, however, demonstrating that they previously completed this knowledge.

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