How to oblige your employees to retake a course?

By default, students can take courses as often as they’d like. Schoox keeps track of the amount of time spent on each course, and whether or not the course has been completed. 

You are able, however, to require that specific students retake courses. You are then able to track each completion attempt separately. You have also the option to create automated reassignment rules.

Just navigate to your Admin tab from the upper navigation menu and select one of the available options that you have in order to oblige a user to retake a course:

  • Employees Dashboard
  • Oblige to Retake page

Employees Dashboard

To oblige a student to retake a course, navigate to your Admin tab from the upper navigation menu. From the left side menu, select Employees Dashboard under Reporting, and search for the employee.

Select the course you'd like them to retake and click on the wrench icon. Add a due date (if needed) and hit Oblige to Retake.


  • The employee will then be notified that they need to retake the course, and they will no longer be able to see their previous progress.
  • The Due date field will be updated accordingly, based on the new assignment. 
  • Admins and Users the reporting permission enabled have the  the option to see which was the Last retake date for this course and user.


Last but not least, you can check how many times someone has taken a course, by clicking the retake icon within the course. 


Important note: You have the option to oblige users to retake the Course even if they have not yet completed it! Just follow the very same process (Add a due date if needed, hit Oblige to retake button) and their progress will be reset to 0%.

Oblige to Retake page

From the left side menu, select Oblige to Retake under Online Training, and click on the Courses tab.


First, you need to select the course that you want (you can find the course easier using the relevant search field).  Once you have found it, click on the name of it to select it.

After the desired course is selected, it is time to select the users that you want to oblige to retake it. You have the option to select either specific employees (Individual retake) or a group of employees based on their job and location (Advanced retake).

Individual retake

You can find individuals easier using the search field and drop-down filter menus. In order to select an individual,  simply click the Plus symbol next to his/her name in the left-hand column. The user will then appear in the right-hand Selected column.  To remove an individual from the list, click the Minus symbol.


Once you have selected the users that you want, add a new due date if you want to and click on the blue "Oblige to retake" button at the bottom of your page in order to complete the process.

Advanced retake

You can also select users based on their job and location. Moreover, you can create a reassignment rule to be applied automatically in the future.

Under Advanced retake, select the specific job to which this retake process should be applied. Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed. You can also filter the users based on custom fields that you have set up for your Academy by clicking the "Choose Additional Fields" dropdown. There you will also find the Academy Joined Date and Hired Date fields as options for filtering. The number of individuals affected will appear below.


The number of individuals affected will appear below.


You have the choice of either obliging this group to retake the selected course this one time and/or setting up a rule that will automatically oblige individuals under these parameters to retake it in the future.

Check Automated reassignment rule to create a rule for this course. You can create automated reassignment rules in two ways:
1. Reassign every x months from course enrollment/completion


2. Reassign on a specific date


Please note that you have the option to choose if you want to reassign the course only to users that have already completed it, to all enrolled users or only to users who have not completed the course yet.



More specifically:

- Reassign the course only to users that have already completed it:

  • Include users that have not completed the course: Unchecked
  • Exclude users that completed the course: Unchecked

- Reassign the course to all enrolled users:

  • Include users that have not completed the course: Checked
  • Exclude users that completed the course: Unchecked

- Reassign the course only to users who have not completed it yet:

  • Include users that have not completed the course: Checked
  • Exclude users that completed the course: Checked

Moreover, you have the option to set a Rule Expiration Date, which will define until when the rule should be active.

Add a due date and a message if you want to, and click the blue Reassign now and Set Rule button when finished.


Please note: If you create a re-assignment rule and set a specific due date (e.g. 10 days), this due date will be applied in every new re-assignment. 

Oblige to Retake using a Template

You can also Oblige your users to Retake a Course by using the Oblige to Retake template. To download the Oblige to Retake template, head to the Oblige to Retake page and then click on the "Download Template" icon. 

Once you receive the template, then the next step is to add all of the needed information. For each user you want to oblige to retake, you will need to add a User ID or an External ID, or an Email. Then you have to add the Course ID of the desired course, and a Due Date, if needed.

Once you have filled in all the needed fields in the spreadsheet, click on the "Upload Template" icon, and upload your spreadsheet. The users that you included in your template will be obliged to retake the respective course!

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