How to set a learning plan lifespan

To set a learning plan lifespan, go to Learning Plans in Administrator view. 

On the page, select a learning plan and click Settings. 

Scroll down to the Lifespan Settings, and from the options, select a specific lifespan type. Here’s to illustrate how each lifespan type works:

1. Days from item completion – Learning plan will expire fifty days after it was completed. 
2.  Days from item assignment – Learning plan will expire fifty days after it was assigned to a user.
3. Days from user start date – Learning plan will expire fifty days after the user got hired.
4. Days from item start date – Learning plan will expire fifty days after item was started.
5. Monthly – The course expires monthly.
6. Yearly – The course expires yearly.

Once done setting the lifespan type, click Save.

Setting a reminder

You can notify manager about a learning plan’s expiry date by setting a reminder in the learning plan settings. To do this, go to the Reminders tab.

On the page, look for Lifespan and then choose a specific lifespan type. 

• Days from item assignment – Reminder will be sent out (no.) days after it was assigned to a user.
• Days from item completion - Reminder will be sent out (no.) days after it was completed. 
• Days from user start date - Reminder will be sent out (no.) days after the user was hired.
• Days from item start date – Reminder will be sent out (no.) days after the item was started.
• Days before expiry date – Reminder will be sent out (no.) days before the expiry date.

Enter the subject and the content of your reminder, and use Always as a Send option.

Click Save when finished.