Setting a due date
All knowledge in Tribal Habits (topics, articles and pathways) can be assigned due dates, which will be visible to explorers once they are enrolled in that knowledge. Due dates are also used to trigger reminder notifications. However, due dates are entirely optional!
Note: There are two additional settings in the 'Timing' panel:
Refer below for more information.
To set a due date for a topic or pathway:
Navigate to the topic or pathway in your Admin portal.
Go to the Settings tab.
In the Timing section, click 'Edit Timing'.
Specify a due date as follows:
Based on a number of days from enrolment - this will create a different due date for each explorer, based on the specified number of days from their enrolment date. This is the recommended setting.
Based on a specific deadline - this will create a fixed deadline for all new explorers to complete this knowledge, regardless of when they are enrolled. Be careful using this setting, as if the current date passes the specific date you set and you continue to enrol people, they will still get the fixed date - which will now be in the past.
When finished, click 'Save' to apply your specified due date to all future enrolments in the topic, article or pathway.
Due date FAQs
Due date FAQs
FAQ: What if I want to change the due date - does this impact existing enrolments?
The due date for each enrolment is set at the time of the enrolment.
If no due date is set at the time of enrolment, then no due date will be applied to any enrolments as they occur.
If a due date is set at the time of enrolment, then that due date will be applied as the enrolments occur.
If you change the due date settings, the changes will not impact any existing enrolment (since the due date is applied at the time of enrolment). Changes to due date settings only impact future enrolments.
So if you had a due date of 14 days and enrolled 100 people, they would all get a due date of 14 days. If you then wanted to extend the due date to 28 days and made that change, none of the existing 100 people would be impacted - they would keep their 14 day due date. But any future enrolment made after that change, would get the new 28 day due date.
FAQ: What if I want to change the due date for existing enrolments?
Since due dates are set at the time of enrolment, changing the due date settings in a topic or pathway will not have any impact on existing enrolments. To change the due date of an existing enrolment, you can either:
Go to the Enrolments tab in that topic or pathway, select the enrolment using the checkboxes in the table and then use the Bulk Action at the top of the table to select 'Change Due Date' and then pick a new due date for all the selected enrolments.
Use the CSV Import feature and the -UPDATE code for the selected topic or pathway to update the due date for all enrolments in your CSV.
FAQ: Do topics or pathways have a due date by default?
No. Topics and pathways do not have a due date by default. You will need to edit the settings for each topic and pathway to enable the feature and set the required due date.
FAQ: Can learners still access training after the due date?
Yes. The due date setting is purely used to signal an expected completion date to learners and to trigger reminder notifications (before, on or after the due date). The due date does not prevent learners from accessing training or stop learners from revisiting a topic or pathway.
Next enrolment
The Next enrolment feature allows you to link topics, articles or pathways together. For example, when a learner completes one topic, they'll automatically be enrolled into the next.
For more information, click here.
Equivalency
The Equivalency feature allows you to streamline training by offering equivalent training options for specific topics and articles. For example, when a learner completes one topic, another one may also be marked as complete automatically.
For more information, click here.