Step by Step Explanation with exact Extract from SAP SuccessFactors Learning documents:

Understanding Period-Based Settings for Curriculum Items:

In SAP SuccessFactors Learning, period-based settings define how recurring training requirements, such as an item due 45 days after assignment and recurring annually, are managed within a curriculum. These settings include configurations for when the training is initially due and how it recurs.

Basis Date (A):

The Basis Date determines the reference date used to calculate due dates for training requirements.

Extract from SAP SuccessFactors Learning Documentation (Admin Guide, Curriculum Management):

"The Basis Date is used to calculate the due date for an item in a curriculum. It can be set to a specific date, such as the assignment date, or linked to user attributes like hire date. For example, if an item is due 45 days after assignment, the Basis Date is typically the assignment date."

For an item due 45 days after assignment, the Basis Date is critical to establish the starting point for the due date calculation.

Retraining Basis (B):

The Retraining Basis defines how the system calculates the due date for recurring training requirements, such as annual retraining.

Extract from SAP SuccessFactors Learning Documentation (Admin Guide, Curriculum Management):

"The Retraining Basis determines the recurrence schedule for items in a curriculum. For annually recurring items, the Retraining Basis can be set to a fixed interval (e.g., 365 days) from the completion date or another basis date."

Since the item recurs annually, the Retraining Basis is necessary to specify the recurrence interval.

Initial Basis (D):

The Initial Basis defines the starting point for the initial assignment of the training requirement.

Extract from SAP SuccessFactors Learning Documentation (Admin Guide, Curriculum Management):

"The Initial Basis specifies the reference point for the initial due date of a curriculum item. For example, if an item is due 45 days after assignment, the Initial Basis is typically set to the assignment date."

This setting ensures the 45-day initial due date is calculated correctly.

Why Threshold (C) and Initial Period (E) are Incorrect:

Threshold (C):Threshold is used to define a grace period or buffer for compliance but is not directly related to due date or recurrence calculations.

"Threshold settings allow administrators to define a period after the due date during which completion is still considered compliant" (SAP SuccessFactors Learning Admin Guide).

Initial Period (E):Initial Period is not a standard term in SAP SuccessFactors Learning for curriculum settings; it may refer to a time frame but is not used for due date or recurrence.

Conclusion:

The correct settings for an item due 45 days after assignment and recurring annually are Basis Date (to set the reference date), Retraining Basis (to define annual recurrence), and Initial Basis (to calculate the initial due date).