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A newer version of this document can be found here: Setting up Required By Dates - v4.4

Required By dates were added in v4.2 and allows registrations to have a date indication of when the student must take the course. The use case and business explanation is at the bottom of the page which provides some context. To set up the feature for a customer follow the below instructions:

Due Soon Intervals

Firstly you need to make sure the the default duration intervals for due soon email notifications and labels in the My Courses Widget is applied. Add System.Customer.DueSoonDurationDefault page attribute to the Org page.

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Not all customers may want email notifications but it is likely all will want the Due Soon label in the MCW to be enabled. 7 days seems like a typical duration for this system setting.

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For new offerings

Go to the Manage Registrations and create the offering. Add the Expected Duration in number of days. Creating the offering will also create the Due Soon intervals.

Any new registrations added will now automatically get the appropriate Required By Date.

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For existing offerings

Go to the offering and add the Expected Duration.

You will also need to run SetDueSoonIntervalsForOffering to create the Due Soon intervals for your existing offering. NOTE - this command only sets the intervals for the due soon labels and notification. It does not set any Required By dates on registrations.

e.g. SetDueSoonIntervalsForOffering /Root/Carnival/CCL/Compliance/HandleComplaints/ HandleComplaints 7

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NOTE: in 4.3 a ReEvaluate command is being added so we can always update all RequiredByDates for an existing offering and registrations. https://marinels.atlassian.net/browse/

Business Use Case

It is common that important training needs to be completed within a certain time period of the trainee being registered. Crew may need to complete familiarization training within 7 days of joining a vessel, or maybe new-hires need to complete their orientation within their first month are just some examples.  

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If you have some courses in mind that this feature would suit, let your Customer Success Manager or our Support team know you are interested and we can discuss your implementation requirements in further detail.

Relevant Tasks

https://marinels.atlassian.net/browse/