Mandatory Courses & Compliance

Note

This area is visible to administrators only.

Tip

Mandatory courses are relevant for customers with the LMS module.

Mandatory courses are a regular part of social services operations: data protection, hygiene, fire safety, first aid, occupational safety. With StoryVault, you assign a course as mandatory to a user group — with a deadline, automatic reminders, and a compliance dashboard for documentation.

Assigning a Mandatory Course

1. Open a user group

   Sidebar → Admin → Groups → select a group (e.g. “Inpatient Care”).

2. Open the “Course Assignments” tab

   Here you see already assigned courses and can add new ones.

3. Click “Assign Course”

   Select the desired course from the list of published courses.

4. Activate mandatory

   Check the “Mandatory Course” checkbox.

5. Set a deadline

   Choose a date by which all group members must have completed the course — for example “end of quarter” or a specific date.

   

6. Save

What Happens After Assignment?

Three things happen automatically:

1. Enrollment — All group members are enrolled in the course
2. Notification — Each member receives an email about the assignment with the course name and deadline
3. Compliance tracking — The course appears in the compliance dashboard with a progress indicator

Tip

When you later add new members to the group, they are also automatically enrolled and receive the same deadline.

Email Notifications

StoryVault automatically sends reminders — without you having to follow up manually.

Timing	Recipients	Content
At assignment	All group members	Course name, description, deadline, link to course
3 days before deadline	All who haven’t completed the course yet	Reminder with remaining time
After deadline expires	Overdue learners + Administrators	Overdue notification

Caution

For reminders to work, users must have email notifications enabled in their personal settings. If in doubt, check the notification settings.

Compliance Dashboard

The compliance dashboard gives you an at-a-glance overview of all mandatory courses and their status at any time.

How to open it: Sidebar → LMS → Compliance.

Overview

On the main page you see all mandatory courses with:

• Course name and deadline
• Progress bar — share of people who have completed the course
• Overdue persons — highlighted in red when the deadline has passed

Detail View

Click on a course to see the breakdown:

Status	Description
Completed	Course fully worked through
In Progress	Course started but not finished
Not Started	No lesson opened yet
Overdue	Deadline passed, course not completed

The detail view shows the status per person and per group — so you can immediately see where action is needed.

Tip

Practical Example: At the next inspection by the supervisory authority or professional association, you can demonstrate at the click of a button who completed which training and when. Open the compliance dashboard and show the completion status — done.

Changing or Removing a Mandatory Course

• Change deadline — Open the course assignment in the group and adjust the date
• Remove mandatory status — Uncheck the mandatory checkbox. Enrollments remain, but the deadline is removed.
• Remove course assignment — The course disappears from the compliance dashboard for this group

Further Reading

• Invitations & Groups → — Creating groups and managing members
• LMS: Creating Courses → — Designing course content and quiz questions
• Costs & Export → — View usage costs

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This page corresponds to the onboarding video “Module 7, Lesson 7.3 — Mandatory Courses, Deadlines, and Compliance”.