How to configure course expiry, due date and CPD default settings

Your account settings let you set a default expiry date and due date for every course in your account. You can also turn on continuing professional development (CPD) tracking for your learners. This article shows account admins how to update the course settings and CPD settings in Nimble LMS 2. Once you've set these defaults, they will apply as standard each time you add a course.

Top tips before you begin

• You'll need the Account admin role to change these settings. Other roles can't see Account settings.
• The course expiry and due date you set here are defaults for all courses in your account. You can change both for an individual course on that course's profile page.
• Course expiry and course due date are both optional. If you leave them blank or turned off, your courses won't have a default expiry date or due date.
• When a course expires, it moves to the learner's learning archive.
• Turning on a course due date helps learners and admins keep track of what needs finishing:
  • In a learner's My courses area, courses that are overdue appear in the Overdue section.
  • Courses that are due soon appear in the Due soon section of the learner's My courses area.
  • Admins can see enrolments that are due soon in the Due soon section of their Dashboard.
• If you'd like to set up email reminders for your learners, now or in the future, you'll need to turn on course due dates first.
• New settings only apply to new enrolments. Learners already enrolled on a course keep their current expiry date and due date.
• The Tenant access option only appears if Tenancy is turned on for your account. Speak to your Customer Success Manager for more details on multi-tenancy.
• If you get stuck, our Support team is here to help, Monday to Friday, 9am to 5pm UK time (except Bank Holidays).

Updating course and CPD settings

Updating your course settings

1. Select Account settings from the main menu. The Account settings page will open.

2. Select Course settings from the list on the left of the page.

3. In the Course settings section, select Update. The Update course settings page will open.

4. To set a default course expiry:
   a. In the Course expiry box, enter a number.
   b. Select the drop-down list next to it and choose Year(s), Month(s) or Week(s).
   For example, enter 1 and choose Year(s) to make courses expire after one year.

5. To set a default course due date:
   a. Select the Course due date switch to turn it on. The label will change from Disabled to Enabled, and two new boxes will appear.
   b. In the box, enter a number.
   c. Select the drop-down list next to it and choose Year(s), Month(s) or Week(s).

6. Select the Update button.

7. A pop-up window will open, showing a summary of your changes. Check the summary, then select the Confirm button. You'll go back to the Account settings page and see a message saying Course settings updated. Your new settings will show in the Course settings section. Note: If you change your mind, select Cancel.

Updating your CPD settings

1. On the Account settings page, scroll down to the CPD settings section and select Update. The Update CPD settings page will open.

2. Select the CPD switch to turn it on. The label will change from Disabled to Enabled, and two new boxes will appear.
3. Select the Terminology drop-down list and choose CPD points or CPD hours.
   This is how CPD will be described to your learners.
4. In the CPD year (starts on) box, enter the date your CPD year begins as day, month and year (DD/MM/YYYY). For example, enter 01/01/2026 for 1 January 2026. You can also select the calendar icon and choose the date.

5. If you'd like tenants to be able to set up CPD for their own users, select the Tenant access switch to turn it on. The label will change from Disabled to Enabled.

6. Select the Update button.

7. A pop-up window will open, showing a summary of your changes. Check the summary, then select the Confirm button.

8. You'll go back to the Account settings page and see a message saying CPD settings updated. Your new settings will show in the CPD settings section.