Settings

Overview

Settings is organized into tabs: Courses, Notifications, Tags, and Plan. Each controls a different part of how your organization's courses, communications, and student records behave.

Courses tab

Selecting a course from the list on the Courses tab expands its settings, letting you configure:

Field	What it controls
Completion deadline	How long a student has to complete the course once it's assigned (for example, 6 Months).
Refresher assigned after	How long after completion a refresher should automatically be assigned
Remediation courses	The set of remediation courses linked to this course, available for assignment when a student needs one.

Per-course settings, including completion deadline, refresher timing, and linked remediation courses.

Tip: These settings are what drive automatic refresher assignment and determine which remediation courses are available to assign for a given course.

Notifications tab

The Notifications tab controls who gets emailed, and when, around course completion and deadlines:

Setting	What it does
Course Completion Notifications	Choose which instructors get an email whenever a student completes a course.
Deadline Notifications	Set how many days before a course's deadline students are emailed a reminder (for all courses).
Past Due Notifications	Choose which team members are notified by email when a student goes past due on a course.

Notification settings for course completions and approaching or passed deadlines.

Tags tab

Tags let you define custom fields on student records. Each tag has:

Field	What it controls
Name	The label for the custom tag.
Type	Dropdown (a fixed list of selectable values) or Text (a free-text field).
Options	For Dropdown tags, the list of selectable values, each added with Add option.
Display on signup	Whether the tag appears as a field students fill in when they sign up.

Use Add Tag to create a new one, and Add option to add selectable values to a Dropdown tag.

Configuring a custom dropdown tag, including its options and signup visibility.

Plan tab

The Plan tab shows your organization's current subscription details:

Field	What it shows
Status	Whether the organization's plan is currently Active.
Plan End Date	The date through which the current plan is valid.
Certificate Expiration	How long, in months, certificates issued under this plan remain valid before expiring.

Plan status, end date, and certificate expiration period.

Quick reference

Courses tab: set completion deadlines, refresher timing, and linked remediation courses per course.
Notifications tab: control instructor completion emails, student deadline reminders, and past-due alerts to your team.
Tags tab: create custom Dropdown or Text fields on student records, optionally shown at signup.
Plan tab: view your plan status, end date, and certificate expiration window.