Start from: The Flow Learning Dashboard.
How refresher rules work
Refreshers are triggered by completed items listed on a learner’s profile. If an external training (historical training) is completed and a refresher rule is set, the system will automatically assign the refresher module after the defined number of days.
The refresher module must be included in the learner’s Training Structure for the allocation to take place automatically.
When a Workbook is included in a Training Structure and subject to a refresher rule, the Workbook will also be issued automatically according to the refresher schedule.
To assign refresher rules
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Navigate to: Learning & Development > L&D Settings > Add/edit Refresher rules.
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Select the + icon. A new pop-up window will open.
- Please fill the following fields:
- Choose the training to be refreshed in the Completed Type dropdown menu.
- Choose the training that has been completed and needs to be refreshed in Completed Training dropdown menu.
- Choose the training to be allocated in the Refresher Type dropdown menu.
- In the Notification days section, enter the number of days after the completion date that the refresher training should be issued
- In the Due days section, enter the number of days after allocation that the refresher training will be due.
- Activate the Automated toggle switch if you want the training to be automatically assigned and issued. If an automated rule is added, the training item (Refresher module) must be included in the training structure for that employee. If not, you will have to manually assign the training.
Example: If a learner has completed an external training module “A” and a refresher rule is set for module “B”, the system will automatically assign module “B” (if it is in the learner’s Training Structure).
Note: Ensure that the refresher module is present in the Training Structure, as it is required for the refresher to be automatically issued. There is no mechanism to override the automatic rules by adding a training record mapping.
You can also issue refresher learning manually. To learn more, go to Issue refresher learning manually.
Overriding automated refresher rules
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Automated refresher training can be issued even if the refresher item does not exist in a learner’s Training Structure.
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This feature is controlled by a company-level toggle, which applies to all automated refresher rules once enabled.
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To activate this option for your organisation, contact your Mapal Customer Success Manager.
Note: There is no mechanism to override refresher rules by adding a training record mapping.
