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Training Periods

Learn about Training Periods and how they may benefit your organization. 

The goal of Training Periods is to help administrators have more control over what assignments learners receive and when. This will be particularly impactful for organizations that are creating assignments for learners who have previously received a course and need to take it again for various reasons. Accounts that have multiple departments or teams with different training plans and overlapping learners will also benefit from Training Periods.

What is a Training Period?

A Training Period is a type of tag that assignments must be associated with when creating an assignment. Learners who are assigned the same course in the same training period via multiple assignments will only see the course once. A learner can also retain their progress if they are reassigned with the same training period. Using training periods also prevents duplicate assignments and allows a learner to be reassigned if the administrator uses a different training period.

Administrators have the capability to create as many training periods as needed and edit the names and descriptions. These are not necessarily tied to specific dates and can be whatever fits the needs of your organization’s training plan. All organizations (existing and newly created) will have a default training period in their account to begin that all assignments will fall into unless otherwise specified.

All Assignments must have a Training Period attached to them and any Training Period associated with an Assignment cannot be Archived. Only administrators can see Training Periods; they are not visible to learners.

Examples of Training Periods

  • New Hire Cohort Q2 2025
  • Bi-Annual Retraining January-June 2025

Create and Edit a Training Period

  1. To create a new Training Period, Go to Settings > Training Period and click + New Training Period
  2. Complete the form
    • Training Period Name
    • Lines of Business (multi-select if applicable)
    • Description
    • Training Period State: Active, Archived, Draft
  3. To edit an existing Training Period, on that same page click the pencil icon to adjust the name, description, and whether or not it is Active.