--- title: How to Set Up a Refresher Workflow description: Step-by-step guide to setting up a Refresher Workflow in Acorn PLMS to expire completions and re-enrol learners on a recurring schedule. image: https://help.acorn.works/hubfs/acorn-meta-preview.png --- [Skip to content](https://help.acorn.works/help-centre/how-to-set-up-a-refresher-workflow#main-content) English - Australia Show submenu for translations [Contact Us](https://help.acorn.works/help-centre/kb-tickets/new?hsLang=en-au) [Customer Portal](https://support.acorn.works/tickets?hsLang=en-au) [![AcornLogo\_Horizontal\_FullColourWhite\_1000px](https://help.acorn.works/hs-fs/hubfs/AcornLogo_Horizontal_FullColourWhite_1000px.png?width=200&height=45&name=AcornLogo_Horizontal_FullColourWhite_1000px.png)](https://help.acorn.works/help-centre?hsLang=en-au) - [Help Articles](https://help.acorn.works/help-centre/help-articles) - [Patch Notes](https://help.acorn.works/help-centre/patch-notes) - [Status](https://status.acorn.works/) Open main navigation Close main navigation - [Help Articles](https://help.acorn.works/help-centre/help-articles) - [Patch Notes](https://help.acorn.works/help-centre/patch-notes) - [Status](https://status.acorn.works/) - English - Australia Show submenu for translations - [Contact Us](https://help.acorn.works/help-centre/kb-tickets/new) - [Customer Portal](https://support.acorn.works/tickets) Welcome to the Help Centre - There are no suggestions because the search field is empty. 1. [Acorn Help Centre](https://help.acorn.works/help-centre?hsLang=en-au) 2. [Help Articles](https://help.acorn.works/help-centre/help-articles?hsLang=en-au) 3. [Workflows](https://help.acorn.works/help-centre/help-articles?hsLang=en-au#workflows) 19 June 2026 # How to Set Up a Refresher Workflow ## Set up recurring training by expiring completions on a defined schedule. A Refresher Workflow automatically expires a learner’s course completion after a set period (e.g. 12 months) and re-enrols them to complete the course again. This is the standard approach for ongoing compliance training in Acorn. How a Refresher Workflow works - When a learner completes a course, the refresher clock starts. - After the Refresher Period (e.g. 12 months), the completion expires and is archived. - The learner is automatically re-enrolled and must complete the course again to become compliant. - Reminder emails can be sent before the expiry date to prompt re-completion. Step 1: Create the Refresher Workflow 1. Go to **Admin \> Workflows** and click **Create Workflow**. 2. Enter a **Name** (e.g. “Annual Compliance — 12 Month Refresher”). 3. Set **Workflow Type** to **Refresher**. 4. Set **Content Type** to **Course** (or Live Learning if applicable). 5. Set the **Refresher Period** — e.g. **12** months. This is how long after a completion before it expires. 1. (Optional) Set a **Cut Off Date** if you want all completions before a specific date to expire immediately, regardless of the refresher period. Useful for resetting compliance after a policy update. 6. Enable **Include Emails** if you want to notify learners when their completion expires or is approaching expiry. 1. Click **Add Reminder Email** to set up pre-expiry reminders (e.g. 30 days before expiry). 2. Turn on **Send Emails Retroactively** if you want emails sent to users whose completions already expired before this workflow was created. 3. Turn on **Repeat Completion Expired Email Monthly** if after a user's completion has expired, you want to resend the Completion Expired Email once per month until the user re-completes the content. 4. Turn on **Also Send Expired Email to Supervisor** if you want the user's supervisor to receive the same email at the same time when the user receives their Completion Expired Email, with additional text identifying which user is expired. If monthly repeat is enabled, the supervisor will also receive the monthly resend. 7. (Optional) Add **Cohort Restrictions** if this refresher should only apply to specific user groups. 8. Click **Create Workflow**. ![2026-06-19 15.23.52](https://help.acorn.works/hs-fs/hubfs/2026-06-19%2015.23.52.gif?width=670&height=436&name=2026-06-19%2015.23.52.gif) Step 2: Add the Refresher Workflow to the course 1. Navigate to the course in the catalogue. 2. Click the cog icon \> **Update Course**. 3. Scroll down and click **Add Workflow**. 4. Select your Refresher Workflow and click **Update Course**. Combining with other workflows For annual compliance training, it is common to stack a Refresher Workflow with a Due Date Workflow and an Enrolment Workflow on the same course. Each handles a different part of the learner lifecycle. For guidance on combining workflows, see [Workflow Definitions](https://help.acorn.works/help-centre/workflow-definitions?hsLang=en-au). Important notes - - Refresher Workflows do **not** share email reminders with Due Date Workflows. 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