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When you create and save a program, you are automatically redirected to its "Courses" tab. This is where you specify which courses are included in the program and the order in which they should be completed.

Specifying the Order of the Courses

At the top of this page, you'll find the "Program Completion" setting. By default, it is set to "Any order", allowing learners to complete courses in any sequence. If you want to enforce a specific order, select "Specific order", which will require learners to complete courses in the exact order listed.

A third option, "At least", lets you specify that learners must complete a minimum number of courses from the list. For example, if you set it to "At least 2" and the program contains five courses, learners can choose any two courses to fulfill the requirement. Once they complete the required number of courses, the system marks the program as complete. More details on this option can be found in our knowledge base. For the purpose of this article, we assume that learners must complete all courses in the program to be certified.

Adding Courses to a Program

When adding courses to a program is added, you need to add courses to it, you have two options:

  1. "Add a course" – A dropdown menu that lets you select and add existing courses from your learning environment.

  2. "Add a set" – A button that allows you to group courses together within the program.

To add a course, start typing its name in the dropdown menu. A list of matching courses will appear - simply select the one you want. Repeat this process for all courses you wish to include.

If "Program Completion" is set to "Any order", the order of courses on this page won’t impact how learners progress. However, if you want courses to appear in a specific order in the Compliance Overview report, you can manually rearrange them by dragging and dropping.

If "Program Completion" is set to "Specific order", ensure the course order is correct before saving. Once saved, learners will be enrolled in the first course of the program. Depending on your program or course settings, this may trigger an automated notification prompting them to complete activities. To avoid confusion, it’s best to finalize the course order before saving.

Grouping Courses in Sets

By using the "Add a set" button, you can create a group on the page and organize courses within it by dragging and dropping. While adding sets is optional, it can be useful when you need to apply different sequence rules to a specific group of courses.

For example, suppose you require all learners to complete a specific course first (e.g., "Welcome") before proceeding to four other courses in any order. In this case, you could create a set containing those four courses and set the "Completion type" to "Any order". This ensures that learners must first complete the "Welcome" course but can then complete the remaining courses in any sequence they prefer.

The screenshot below illustrates this setup. Notice how “Program completion” is configured to “Specific order” but “Completion type” within the “General Orientation” set is configured to “Any order”.

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Using the “At least” Completion

Building on the previous example, suppose you want learners to complete only two of the four courses in the "General Orientation" set. To achieve this, simply change the "Completion type" for the set from "Any order" to "At least" and enter "2" as the required number of courses.

With this setup, learners must still complete the "Welcome" course first. However, once they finish it, they only need to complete any two of the four courses in the "General Orientation" set to satisfy the requirement. The screenshot below illustrates this configuration.

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Important Notes

  • If the Program Completion setting is set to "Any order", users will be enrolled in all courses immediately and can complete them in any sequence they choose. However, if it is set to "Specific order", users will only be enrolled in the first course on the list. Once they complete it, the system will automatically enroll them in the next course in the sequence.

    • It's important to note that if a program is initially set to "Specific order" and you later change it to "Any order", all enrolled users will be registered in all courses upon saving the program. However, the reverse is not true—if users are already enrolled in all courses and you switch to "Specific order", they will not be unenrolled. This change will only apply to users who are added to the program after the update. As such, when the system is upgraded and this feature is enabled on old programs, the enforcment of pre-requisites will only apply to users registered in the program after the change is made. If you want to enforce an order on existing users, the recommendation is to duplicate the program, set your rules completely, register the users in the new programs and then delete the old program.

  • For a program to be marked as complete, all included courses must have defined completion criteria. If a course is misconfigured and does not issue a learning record, the program will never be marked as completed.