Managing Updates to a Learning Plan's Course

When you edit an online or SCORM course that's included in a learning plan (as part of a requirement block), you'll need to consider whether you want learners to take the updated version of the course.

Updated online courses are automatically available to learners. Depending on the location of the course task(s) that were added or updated and the learner's current task, it's possible the learner is on a task that's after the ones you've added or updated.

When you edit a SCORM course, learners who are assigned the learning plan and enrolled in the course will continue to see the version of the course that was available when they were enrolled. 

For example, suppose a learner was enrolled in a course on August 1st. The course is updated on September 1. Although you've updated the course, the learner will continue to see the version of the course that was available on the date they were enrolled (i.e., August 1).

Now suppose the learner is enrolled in the course as part of their assigned learning plan and you want the learner to complete the updated course to meet their certification. If this is the case, you'll want to follow the steps detailed below. 

The process to ensure that learners who are assigned a learning plan take an updated version of a course is as follows:

1. Identify the learning plans that include the course
2. Update the online or SCORM course. 
3. Unenroll learners who were enrolled in the learning plan's course.
4. If you want learners who previously completed and passed the course to re-take it, re-enroll learners in the updated version of the learning plan's course.

Identifying Learning Plans That Include the Course

In this step, you'll identify the learning plans that include the course. 

To identify the learning plans that include the updated course:

1. From the Learning Plans Dashboard, select the Linked Courses (by Name) list option. 
2. From the list of courses in the left pane, select the course that you updated. The learning plans that include the course display in the Name column of the grid that's displayed in the right pane.

3. Make note of the learning plans that include the course. This information will be used in the next step.

Unenrolling Learners from the Learning Plan's Course

In this step, you'll temporarily disable enrollment automation for learning plans in the account, identify learners who are enrolled in the course and are also assigned the affected learning plan, then unenroll them from the course. In this part of the process, you'll need to create a custom Enrollment Report as detailed below.

1. Disable learning plan enrollment automation for the account.
2. Add a custom Enrollment Report. 
3. In the Filters accordion, add the following filters to the Enrollment Report:

• From the Course Filters section of the list, select Name.
• From the User Filters section of the list, select Learning Plan.  

3. In the Output accordion, be sure that the Output Option setting is set to Grid.
4. In the Columns accordion, add the following columns to the Enrollment Report:

• From the User Columns section of the list, select Learning Plan.
• From the Course Columns section of the list, select Enrolled Date, Progress Status and Pass/Fail Status.

5. Click Save to save the custom Enrollment Report.
6. Run the report with the following filter values:

7. Run the report. The report's output lists the learners who are enrolled in the course and are also assigned one of the learning plans you selected. 

8. Do a full export of the output to either a CSV or XLS file. The export file will be your record of the learners who were affected by the updated course. 
9. Do a batch unenroll of the learners enrolled in the course. 

10. Re-enable learning plan enrollment automation for the account. 

All of the above must be true in order for the process to work as intended; otherwise, you'll have to manually re-enroll learners in the learning plan's course.

You can tell that learners were automatically re-enrolled in the course by looking at the date in the Enrolled column; it should show the current date.

Learners who already completed the course cannot be unenrolled. If you want to re-enroll learners who previously completed the course, you'll need to use the output of the Enrollment Report to identify these users and manually enroll them by following the steps in the Enrolling Learners Who Previously Completed the Course section. 

Enrolling Learners Who Previously Completed the Course

To re-enroll learners who previously completed and passed the course:

1. Use the Enrollment Report export from the Unenrolling Learners from the Learning Plan's Course section to identify the learners that you'll re-enroll in the course.
2. Manually enroll the learners in the course. For the Enroll Course as Part Of setting, be sure to select the learning plan.