Access Learning Ideas Portal
We have tried to set up a 12 months Compliance program, using 12 pathways which were set to reset after 12 months (from a date). We have found in practice, with aid from Support - that this doesn't actually work for us properly.
When someone starts with us - they have to undertake the entire Compliance program straight away, (before they can get on the phones). the Monthly program contains all the same compliance pathways from the Access Library, but built in to Monthly sections. The Rule on these sections is set to start on the 1st of the Appropriate Month - and the idea was that using the recurring option of "Reset Progress every 12 months" from the 1st of the same Month a year later - it would just work.
What actually happens though - is after the 1st of the Month - the rule is checked every day, indefinitely, so 6 months in - you have 6 rules all being checked everyday. So when the new user hits 12 months since being created (set in the rule), they will get issued all of the Monthly rules in one go.
Support have said that the only way around it - is to set the Registration date part of the rule to run just once on a certain date (1st of May 24 for example), let it actually run, then afterwards go back into the rule and change the date to the following year, which pauses the rule in the meantime. That way - the new user will only be presented with one pathway at a time, starting from 12 months after they joined. Although this is fairly simple to do - it spoils the whole concept of a set and forget monthly compliance scheme.
My suggestion is that a function is added to the Registration date part of the Rule area - where currently you choose to run the rule once / until a date / or indefinitely and add the option to have it run annually on the same date. (And possibly for those that need it - Weekly or Monthly options too)
I hope that makes sense.
I agree, I think recurring rules particularly for compliance learning needs looking at generally.
We've had problems in the past where activity content has been updated in a compliance pathway, resulting in users being set back to 'incomplete' and they lost their original completion date. But if you don't publish the changes to update the activities, the old content will continue to show even when their status is reset due to registration rules.
Also, if you wanted to apply a due date extension for an individual- when the registration rules run, it pulls them in anyway, changing the manually added date. It would be good to be able to exempt someone from the registration rules until they've completed the activity and then have it pick them up again for the next run.