Year-end Training Maintenance Checklist

As we close out the year, the IGA Retail Learning Institute recommends retail teams complete the following tasks to prepare for 2026. Taking time now to review your training activity, refresh assignments, and clean up user data will ensure your learning program starts the new year organized, compliant, and aligned with your store’s goals.

• Run a 2025 Historical Report
  Review all enrollments, completions, training time, users, and courses from the past year. 
  
  
• Update Learning Plans
  Check the list of new, updated, and retired courses and make necessary updates. 
  
  
• Inactivate Terminated User Accounts/ArchiveEnrollments
  Export a user report and deactivate accounts for terminated employees to help keep the system efficient and cost effective. Archiving your yearly enrollments in the training platform keeps your learning records organized and updated, ensures your dashboard stays clean, and makes room for new annual training assignments. To learn how to complete this process, watch this brief step-by-step video tutorial.

Questions? Review this maintenance checklist and reach out to your IGA Retail Learning Institute representative for additional assistance.