Recertification Workflows Best Practices

Hey everyone! ๐Ÿ‘‹

Has anyone tackled recredentialing/recertification in Thought Industries at the learning path level? I'd love to hear what's worked for you.

We're working through yearly recredentialing and running into some gaps in how the platform handles it. Here's where we are:

  • Our credentials are granted at the learning path level, not the course level.

  • TI offers recredential options at both the path and course level, but it's unclear how the two interact. For example, if you reset progress at the path level, does that also reset content progress on the courses within the path? That behavior isn't documented from what I can find.

  • At least one of the course-level options ("Reset progress in Content") appears to overwrite prior completion data, which we need to preserve. The other course-level options are more limited, and the built-in comms are minimal from a customization perspective.

  • We need a workflow that triggers recredentialing /recertification at the 12-month mark without losing historical completion data.

If you've built a workaround, tested the path-level options, or have insight into how path and course recredential settings interact โ€” I'd love to hear about it.

Thanks in advance!