Reading the compliance picture
This tutorial walks through a site that has been running for a while. Nothing here changes any configuration: it is all reading.
Question 1 — where does the organisation stand?
Open LOOP → Home. Three figures cover every active certification:
- Covered — holding a certificate that has not run out. Somebody inside their warning window counts here: the warning says the certificate will expire, not that it has.
- In progress — enrolled, not yet certified, and not yet late.
- Out of compliance — the completion deadline has passed with no certificate.
After them comes the headcount they are drawn from: everybody tracked against an active certification whose Moodle account could still be notified. Suspended and deleted accounts are left out.
The three figures do not add up to the headcount, and that is correct: one person can be covered on one certification and out of compliance on another. Each figure counts them once, the headcount counts them once in total.
Under the figures, two chips break the attention cases down by severity. Expiring means the certificate is still valid but inside its warning window. Overdue means somebody was enrolled and has not finished in time.
There is no Expired chip. When a certificate runs out the cycle closes: the person returns to Pending if a renewal is already under way, and otherwise leaves these views. Whoever once held a certificate that has since lapsed is on the Certification history page, which keeps every certificate from the day it was issued.
At the top of the page a line says when the figures were last worked out. They are rebuilt nightly; if that date is old, Moodle cron has stopped.
Question 2 — where is the problem concentrated?
The same figures can be read two ways, and the tabs switch between them without leaving the page. Each tab carries its own row count in its label and pages independently.
Per certification answers "which programme is failing". One row per certification, with its Expiring and Overdue counts, an Issues column that flags configuration problems, and an Actions column that proposes what to do next.
Two problems can appear in Issues:
- Conflicts — two courses are linked to the same position in the renewal sequence, so LOOP cannot tell which edition comes next.
- Manager notice — a notice is addressed to the Manager, but the certification has no manager email and no site-wide fallback is set, so it could not be delivered.
Per user answers "who do I chase". One row per person: name, certification, status, how long they have been in that state, and the action to take.
Question 3 — why is this person in this state?
Open User status. Reached from the menu it covers every certification; the Certification filter narrows it to one. Following a row from the dashboard opens it already scoped.
The same three coverage figures appear at the top, scoped to whatever the filters select.
Each row reads left to right as one story:
| Column | What it tells you |
|---|---|
| Full name | The person, linked to their Moodle profile |
| Status | Pending, Valid, Expiring or Overdue |
| Since | How long they have been in that state |
| Current edition | The edition they have an active enrolment on, marked Hidden when its course is hidden |
| Enrolled at | When they entered this certification. Set once, and not moved on renewal |
| Completion due date | The deadline for the course they are expected to finish |
| Issuing course | The edition whose completion produced the certificate on record |
| Issued date | When that completion happened |
| Expiration date | When that certificate stops being valid |
| Reminder | Whether an email for this row is queued, sent or failed |
Current edition, Enrolled at and Completion due date describe where the person is in the cycle; Issuing course, Issued date and Expiration date describe the certificate on record. Enrolled at dates their entry into the certification, not the enrolment they are on now, and renewing does not move it. The two groups are independent, so a completion due date after the expiration date is normal.
Nothing on this page marks a person for being on the "wrong" course. Every completion of an edition issues a certificate; which edition somebody is enrolled on is decided by whoever enrolled them. To find whoever is still on an earlier edition than the newest one, filter by Current edition.
That filter also separates the two ways of being on no visible edition, which are not the same situation: Hidden course lists the people enrolled on an edition whose course is hidden — show the course and they can start — and No enrolment lists the people nobody has enrolled on anything.
The filters above the table narrow by certification, status, period and edition — with Moodle's initial bars under them — and Download table data as exports exactly what is on screen — as CSV, Excel, HTML, JSON, ODS or PDF. The page lists nobody whose Moodle account has been suspended or deleted: they cannot complete a course and no notice can reach them. What they were certified for stays on Certification history.
Period measured on decides which of the two dates on the row the period applies to, one or the other and never both: Expiration date for whose certificate runs out in the window — the usual question, and the default — or Completion due date for who has to finish the cycle in progress within it. Both ends of the period are inclusive.
Where the same answers live for a recurring report
For a report you send every month rather than a live look, use Moodle's Report Builder: LOOP ships three datasources to build on. See Build reports.