How to Set Up What are recurring enrollments?

Recurring enrollments allow you to automatically re-enroll learners in a course at regular intervals without manual intervention. This feature is ideal for compliance training, certification renewals, or any courses that need to be retaken periodically.

When to use recurring enrollments

Use recurring enrollments when you need learners to:

• Complete compliance training on a regular schedule

• Refresh their knowledge periodically

• Renew certifications annually or bi-annually

• Stay current with evolving content and best practices

Setting up recurring enrollments

Step 1: Access the enrollment screen

1. Navigate to the course you want to set up for recurring enrollment

2. Click the "Enrol people" button to begin the enrollment process

Step 2: Select your learners

1. Choose the individuals or groups you want to enroll

2. Review the number of enrolled users shown in the left panel

Step 3: Set start and due dates

1. Enter a start date when learners will first access the course

2. Optionally, add a due date to establish a completion deadline

Step 4: Configure enrollment frequency

1. Find the "Enrollment frequency" section

2. Select between:

   • One time only: Learners will be enrolled just once (default)

   • Recurring: Learners will be automatically re-enrolled at specified intervals

Step 5: Define recurring parameters (if "Recurring" is selected)

When configuring recurring enrollments, you'll need to specify:

• The frequency interval (e.g., every 3, 6, 12 months)

• The time unit (weeks or months)

Step 6: Review and save

1. Check the summary message that confirms your enrollment settings

2. Click "Save" to confirm and implement your recurring enrollment

Key considerations

• Start dates: For recurring enrollments, each cycle's start date is calculated from the previous enrollment date

• Due dates: If you set a due date as "X days after start date," this relative timing will be maintained for each recurring cycle

• Existing enrollments: Changes to recurring settings will only affect future enrollments

• Course updates: Learners will always receive the most current version of the course when they're re-enrolled

Managing recurring enrollments

Editing recurring enrollments

1. Navigate to Course Management > Enrollments

2. Find the enrollment you want to modify

3. Click "Edit" to change frequency or timing details

4. Save your changes

Canceling recurring enrollments

1. Access the enrollment details

2. Change the enrollment frequency from "Recurring" to "One time only"

3. Save your changes to stop future recurring enrollments

Example use cases

Annual compliance training:

• Set up recurring enrollments with a 12-month interval

• Learners automatically receive their annual refresher course

Quarterly safety refreshers:

• Configure recurring enrollments with a 3-month interval

• Maintain regular safety training without manual administration

Certification renewal:

• Establish recurring enrollments timed with certification expiration

• Ensure certifications remain current with automatic re-enrollment

Need more help? Contact your 5Mins.ai administrator or reach out to our support team through the Help Center.