Requiring Courses


Welcome to our tutorial on how to require courses in Thinkzoom.

You can set course requirements for your users in one of two ways: individual courses or mass course requirements. Let’s start with how to set individual course requirements in a Group.

Find the Group you want to set course requirements for, click on the Admin icon and select Manage Courses from the drop-down options.


The page will refresh to display three icons: directional arrow icon for reordering courses, a widget for course requirements, and a red trash bin for removing the course.

Click on the widget icon to access the course requirements options.


This opens up a variety of ways to require this course for your users. You can require the course without a date, require the course to be completed by a specific date, you can require the course to be completed at recurring intervals, and you can require the course to be completed within a specified date range.


Let’s walk through each of the four methods.

Require Course without a Date

Simply check the box Required without a date and click Update Requirements. If this is the only course you’re requiring, make sure to click Done Editing to save and refresh the page.


Require Courses by a Specific Date

Decide on a specific date you want your users to complete this course by. Clicking into the search field will open a calendar for you to scroll through and select the desired date.


Hit Update Requirements to save the date and click Done Editing to save your changes.

Require Courses to be Completed at Reoccurring Intervals

The third option for requiring courses is setting courses to be completed at reoccurring intervals. You can set them like this:

  • Required every 6 months, 1 year, 2 years, or 3 years
  • Required a certain amount of days after a user joins your Thinkzoom account


Hit Update Requirements to save the date and click Done Editing to save your changes.

Require Course within a Date Range.

The last group requirement you can set is completion within a custom date range of your own selection.


When you check this option, you will need to select a creation date of the assignment period, and then a date upon which it is due. Once satisfied with your selected range, hit Update Requirements to save the date range and click Done Editing to save your changes. 

Any user that is assigned a required course will be notified with a weekly email reminder. Plus, they’ll be able to spot requirements in their Groups widget on their main dashboard once they log in.


Last but not least, you have the option to mass require courses when adding multiple courses to a Group page at once.

Click on Admin and select Manage Courses from the drop-down menu. The page will refresh and you’ll now click the Add Courses button. In the pop-up window, use the search bar to add multiple courses.


Click Next and you'll be asked to choose which requirement option you want for them.

Next, decide if you want these new course additions to be moved to the end of the current course list, and then click Save Courses.



If you need further assistance on this topic, feel free to contact our support team anytime between the hours of 8am-5pm, Monday thru Friday, or if you prefer emails to phones, submit a support ticket.


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