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How can I link training or enrol in one module after another module is finished?
How can I link training or enrol in one module after another module is finished?

Our 'Next Enrolment' and 'Next Certification' features allow you to automatically enrol learners into new topics, articles or pathways.

David King avatar
Written by David King
Updated over a week ago

When it comes to grouping topics and articles together, Pathways are a popular feature in Tribal Habits.

Pathways 'wrap' a set of topics or articles into a single enrolment. You can then allow explorers to access all the topics or articles in that pathway at once, or in a fixed order (topic 2 is accessible once topic 1 is completed, and so on).

Another way to link topics, articles and pathways together is with our 'Next Enrolment' or 'Next Certification' features.

Next Enrolment

Every topic, article and pathway in Tribal Habits has a 'Next Enrolment' option which is disabled by default.

To configure a follow-up enrolment:

  1. Navigate to the Admin area of the applicable knowledge.

  2. Select the 'Settings' tab and click 'Edit Timing' in the 'Timing' panel.

  3. Change the 'Next Enrolment' setting from 'None' to 'Yes', then click 'Set next knowledge'.

  4. Select a follow-up topic, article or pathway.

  5. Click 'Save'.

When an explorer completes the first piece of knowledge, they will be automatically enrolled into the selected topic, article or pathway.

This process 'daisy-chains' training together, only releasing each piece of knowledge as the prior one is completed.

Next Certification

Every topic, article and pathway in Tribal Habits also has a 'Next Certification' option which, similar to the 'Next Enrolment' feature, triggers a new enrolment for an explorer.

To configure a follow-up certification you firstly need to:

  1. Enable a Certified date for your topic, article or pathway. Say, 365 days from when the explorer completes the topic.

  2. Enable Re-Certification for that topic, article or pathway. Say, 30 days before the Certified Date for each explorer.

Follow these steps:

  1. Navigate to the Admin area of the applicable knowledge.

  2. Select the 'Settings' and click 'Edit Certification' in the 'Certification' panel.

  3. In 'Certified Date', specify either the number of days the certification is valid for (and whether this is from the date of completing or being enrolled into the knowledge) or a specific date until which the certification is valid.

  4. In 'Re-certification', specify the number of days before the certified date that the explorer will automatically re-take the ‘next certification’ knowledge.

  5. In 'Next Certification', select from the following:

    • Retake this knowledge - the explorer will be required to retake the same knowledge again).

    • Enrol in other knowledge - the explorer will be enrolled into a different knowledge, as selected by you

  6. If the second option is selected (Enrol in other knowledge), click 'Set next certification' and select a follow-up topic, article or pathway.

  7. Click 'Save'.

The trigger for the next certification is the re-certification date for the given topic, article or pathway. You can learn more about Certification processes in this article.

Now, after an explorer completes the topic, article or pathway, they will be set a certified date for today plus 365 days. Then in 335 days (30 days before the certified date), the explorer will be enrolled in the OTHER topic, article or pathway.

Note: A Next Certification enrolment is a 'retake' enrolment, so it will cause a new enrolment even if the explorer has already completed the training.

Next Certification is a great way to transfer explorers between new topics, articles or pathways over the years.

  • For example, you may have enrolled explorers into a Pathway of compliance training for 2021. You might then create a new pathway of different training for 2022. Next Certification would allow you to move explorers into the 2022 pathway when their certification expires.

  • Alternatively, you may have a topic for initial product knowledge, which is long and thorough - explaining all aspects of that product knowledge. Each year you may create a product knowledge 'update' article, which is short and focuses only on new information about that product. You could use Next Certification to roll explorers who have completed the initial product knowledge topic into the shorter 'update/refresher' article after their certification expires.

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