Assign annual refresher training

Most organizations refresh HIPAA training every year. Certificates are valid for one year. Their Valid Until date is shown on the certificate and in your reports.

Assign this year's training#

Assign the course again the usual way. See Assign training. People who completed it before get a new assignment. People who still have it in progress are skipped.

When they finish, they earn a new certificate with a new number and a new Valid Until date. Earlier certificates stay in your records.

Find people whose certificates expire soon#

1. Open Reports.
2. Look at the Valid Until column. Dates within 30 days are highlighted, and expired ones show Expired.
3. Or click Download CSV and sort by Valid Until in Excel.

Tip

To keep everyone on the same cycle, assign the refresher to everyone at once with a due date, for example the end of your compliance month. See Assign training to a whole department.