How to make your team do a course again – Upskill People

As a manager, you might find that you need just one or two of your team to repeat a course in order to to be compliant and prove due diligence. And there’s a really easy tool that you can use to do just this – ‘Refresh courses’.

One important scenario might be if they have failed a test purchase, for example. This wouldn’t come under the category of ‘make everyone do the alcohol course again’, you can instead just pick the relevant course for the specific individual, and make them do that course again.

So, from the Manage courses menu, pick Refresh courses:

Here's how to refresh by user:

We are going to refresh a course for Amy, at the request of her manager.
Start by searching for the learner concerned, and then Select them:

You’ll see a summary of the selected person’s details (so be sure to check that you’ve got the right person!) and you can now select which course(s) you want to refresh. If there are lots of courses then you can easily search for the ones you want:

Simply tick one or more courses that you’d like the selected person to do again, and then Select.

Don’t worry, you’ve got one final chance to change your mind! If you’re happy to proceed then go ahead and press Refresh:

You’ll see a confirmation when it’s done:

So, you get how to refresh one person at a time for a course – what about refreshing everyone for a course in one go?

We call it a 'sheep dip' and here’s how you do it…

Let’s say we want everyone to redo the Safety, Health & Wellbeing (Complete) course.

Pick the option called Refresh by course:

Search for and select the course that you want to refresh:

You’ll see a summary of the course – this is there just to make sure you’ve picked the right course because a refresh cannot be undone!

It’ll also tell you how many people will be refreshed:

The 'completed on or before date' is your buffer, so if you find yourself saying something like “I want to refresh everyone for a course but not if they’ve completed it within the past two months” then pick your 'completed on or before date' as two months ago and not today’s date!

So, all you’ll need to do on the day of the refresh is pick the required 'on or before date' and then press Refresh:

Another really useful filter is the ability to restrict who gets refreshed by using your company structure.

128_refresh_by_company_structure_2022-01-06_09-10-53.png

Example: “I want to refresh everyone who completed their course before 06/11/2021 and who works in a location that is part of RAD Stores South”:

You can hide the company structure if you don’t need to see it open anymore and then you can Select All:

And you’ve still got one more chance to refine your selection. If you then think “but not Elena and Richard”, just de-select them:

When you’re absolutely sure, and remember there’s no option to “undo” a refresh, press Refresh:

But what if you need to refresh more than one person with more than one course?

I am very glad you asked!

Pick the Upload CSV option:

Note the instructions carefully:

If you know what the 'course codes' are (this is what the instruction means when it says 'AICCCourseID') then you can happily start populating your spreadsheet.

If not, then read the next bit…

One way to get the right course codes is to download a full report, of all your courses, from Analyse overall performance, in the My reporting menu

… and download the Unfiltered data (with dates) report:

If you filter on Username to get the list of people you want to refresh:

... you can then scroll to the right, and read off the list of course codes like this:

To create an ‘import csv file’ you just need a spreadsheet with 2 columns, one with the usernames and the other with the course codes (where 123456 is his username):