Each topic, article and pathway in Tribal Habits can have a Certified Date assigned to it.
A certified date is essentially a period of time or date until an explorer's certification is valid. This future date or amount of time (from the date of enrolment or when an explorer conquers the training) represents the period for which the explorer is 'certified' in that topic, article or pathway.
Certification can then either expire on the certified date or you can configure automatic 're-certification' for the topic, article or pathway.
Re-certification is a process that triggers an automated 'retake knowledge' enrolment when an explorer is within a specified number of days of their certification expiring.
Example case
Let's say you have a topic that has a certified date of 365 days after conquering and a 14 day re-certification period. The timeline for explorers in this topic would be:
An explorer is enrolled in the topic.
The explorer conquers the topic on, for example, February 1st 2021.
The explorer's certified date is the date of conquering the topic + 365 days, making it February 1st 2022.
Fourteen days before the explorer's certified date, a 'retake knowledge' enrolment is triggered for them (i.e. January 14th 2022, in this case).
The explorer is then assigned a new 'current' enrolment, with new notifications and due dates. Their previous enrolment is retained and marked as 'lapsed' (with all their data and training history retained). See this article for information about enrolment statuses.
The explorer conquers the topic again and the process repeats.
Does the explorer have to retake the same knowledge?
No. Re-certification allows you to select a retake in either:
The same topic, article or pathway (i.e. the explorer is required to retake the same topic, article or pathway).
A different topic, article or pathway (i.e. the explorer is required to complete a different topic, article or pathway according to your selection).
You can learn more about 'Next Certification' options in this article.
How do I enable re-certification?
Follow these steps:
Access the relevant topic, article or pathway.
On the Settings Tab in the Certification panel, click 'Edit Certification'.
Change the 'Re-certification' setting (which is set to 'None' by default) to 'Yes' and indicate how many days before the certified date an explorer should be required to complete their re-certification (i.e. be re-enrolled into the current knowledge or enrolled into the next knowledge). Typically, your re-certification days would be similar to the initial due date (giving the explorer the same period of time to conquer the topic.
Click 'Save'.
IMPORTANT! Re-certification will only trigger for explorers who have (a) conquered the relevant knowledge and (b) have a certified date for their current enrolment.
Explorers who never conquer the knowledge, or did so before a certified date was applied, will not trigger re-certification. You would need to (a) set their current enrolment to conquered and (b) assign a certified date to their enrolments.
What happens when re-certification is triggered?
A re-certification enrolment is the same as 'retake knowledge'.
The existing enrolment is marked as lapsed and its history and data is retained.
A new enrolment is created and marked as current.
Any existing due date, certified date and notifications will be triggered.
The explorer will see the new enrolment on their dashboard, but will no longer be able to access the old enrolment (although it will remain as part of their training history).
How can I prevent re-certification for individual explorers?
First, any explorer who is deactivated is automatically removed from re-certification.
Second, you can manually remove selected explorers from re-certification by viewing the 'Enrolments' tab of any topic, article or pathway. If re-certification is enabled, you will see a 'Re-certify' column with Yes/No options for each explorer. You can then select explorers using the checkboxes in that table and use the bulk actions to Allow or Prevent recertification above the table.