Certifications - Dynamic Re-Enrollment

Prior to this enhancement, there was no way to automatically re-enroll users in a certification if they were dynamically removed from the certification and later meet the criteria again.

This enhancement allows a dynamic certification proxy to be configured with a new Dynamic Re-Enroll toggle. When this toggle is enabled, the dynamic certification proxy dynamically re-enrolls individuals who have been removed from a certification, allowing them to continue to work on the certification requirements. Enhanced auditing is available in modification history, proxy user history details, and approval history. New confirmation messages display when inactivating or activating a proxy enrollment or interacting with the dynamic re-enroll and dynamic removal toggles.

To help administrators better understand which proxy was used to enroll or remove a user from a certification, the Proxy ID displays on the following pages:

  • Proxy Enrollment Page
  • Proxy Enrollment Details Page
  • As part of the audit history found on the Proxy User History details page
  • In the user’s approval history found on the certification management page

With this release, the user interface is also updated for the proxy list, proxy details, and proxy user history details. Additional Certification Administration pages are targeted for a future release.

How Does this Enhancement Benefit My Organization?

This enhancement improves administrator productivity and compliance by allowing the system to dynamically manage the re-enrollment of users who meet the criteria requirements for dynamic proxy enrollments.

Consideration - CSV Files of Users

Dynamic re-enrollment and dynamic removal are not fully supported for dynamic proxy enrollments that leverage .csv files. When the Enrollment is set to Dynamic for new dynamic proxies, the Upload Users section is now disabled.

However, if a dynamic proxy enrollment was created prior to this release using a .csv file and dynamic removal is later enabled for this dynamic proxy enrollment, all of the users loaded through the .csv file will be removed from the certification.

As an alternative solution, if dynamic proxy enrollment is to be used with a list of users, administrators should create a group using the .csv file, and then use that group when creating the dynamic proxy enrollment.

Consideration - Overlapping Dynamic Proxy Enrollments

Administrators may create multiple dynamic proxy enrollments for the same certification, and the same user may be included in the availability for different proxies for the same certification. If dynamic removal were to occur for a proxy enrollment where the user is included in another proxy enrollment for the same certification and the user is removed and then re-enrolled with the new dynamic re-enrollment, this could result in the re-calculation of due dates and expiration dates.

Consideration - Dynamic Removal Logic

In order to keep a user in a certification where dynamic removal is used but the user is part of multiple proxy enrollments for the same certification, the dynamic removal logic is enhanced to check all active certification dynamic proxies before a user is removed. If a user is included in multiple active dynamic certification proxies for the same certification and is still in the availability for one of the proxies, then the user will remain enrolled in the certification even if dynamic removal is enabled for a proxy enrollment where the user is no longer part of the availability.

If dynamic removal is skipped for a user for this reason, then this is reflected in the Proxy User History Details. This enables administrators to understand why a user is not removed from the certification.

Frequently Asked Questions (FAQs)

Yes, once dynamic re-enrollment is enabled, the system will analyze at the availability and re-enroll users that meet the availability going forward. If you are not using Dynamic Removal today, you may also want to enable Dynamic Removal.​

Check that you have the new Proxy Enrollment for Certification - Dynamic Re-enrollment permission.​

No, this permission cannot be constrained. ​

Removed or Enrolled statuses are used to indicate a user has been enrolled or removed from a certification. If a user has not been enrolled or has been excluded from being enrolled in a certification, no value will display in the Status column. Please select the View Details link on this page for additional information.

Yes, if dynamic proxy is configured to use dynamic re-enroll, the dynamic proxy will analyze the criteria used for the proxy enrollment, and if the user is part of the criteria but not currently enrolled in the certification, the user will be re-enrolled in the certification even if the user was not dynamically removed. ​

No, both toggles do not have to be enabled, but if you enable dynamic removal and dynamic re-enrollment, the system can dynamically remove and re-enroll users as they meet the proxy criteria.​

Implementation

This functionality is automatically enabled for all organizations using Certifications.

The new Dynamic Re-enroll toggle is off by default. It can be enabled by administrators with the new Proxy Enrollment for Certification - Dynamic Re-enrollment permission.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Proxy Enrollment for Certification - Dynamic Re-enrollment Grants access to view and update the Dynamic Re-enroll toggle for certifications on the Proxy Enrollment page. This permission cannot be constrained. This is an administrator permission. Learning - Administration

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Proxy Enrollment for Certification - Create Dynamic Grants administrator ability to create dynamic proxy enrollments for certifications. This is an administrator permission. Learning - Administration
Proxy Enrollment for Certification – Remove Dynamic Grants administrator ability to create a proxy enrollment for certifications in which users are dynamically removed. This is an administrator permission. Learning - Administration

Security Roles

Upon release, the new Proxy Enrollment for Certification - Dynamic Re-enrollment permission is automatically granted to the default System Administrator role. Administrators must grant this permission to other roles, if necessary.