Need to assign ad hoc training? Quick Assign enables administrators to assign individual courses on demand to specific users or groups, creating a learning plan that tracks training completion. Users can be added individually or by groups. This article covers how to assign a single course to a User.
How To Quick Assign a Single Course
- Navigate to Activities and select Courses.
-
Search for the course that you would like to assign and click on the course title.
All related courses in the same parent will also be added. - In the course details page, in the top-right corner, click on the
icon.
- A pop up window will appear. Here you can adjust Users and Due Date. Please also keep in mind the following:
- A: The Learning Plan Title is automatically filled in with a title; you can edit this after it has been assigned.
- B: Select one or more users to be assigned to the course; you can assign groups/worksites using the filter option.
- C: The Due Date is optional. If you choose to select a Due Date, the Start Date will be the day in which the Learning Plan was Assigned.
- After selecting users to enroll and considering the optional Due Date, click ASSIGN. You can edit this Learning Plan after it has been assigned.
- A new window will appear and inform you that your Quick Assign Learning Plan has been added; If you wish to edit the Learning Plan, click Plan Details.
- You can now edit the Learning Plan Title, Edit Subscriptions (including Groups/Worksites), among other features typically associated with a Fixed Date Learning Plan.
Visit this How to Edit a Quick Assign Learning Plan for more information on how make adjustments to the plan.
Assigning a Group or Worksite
- To assign a specific group(s) and worksite(s), from the pop up window, click on the Users row.
- Next to search bar, click on the Filter
icon.
- At the Filter window, select worksite(s) or a group(s) then click on APPLY.
Note: Additional filters are available when selecting from groups, you can select from System, Corporate or Dynamic Groups. - At the User listing, review the list of Users and use the
option or select individual Users. Then click on APPLY.
- At the Quick Assign Learning Plan window, click on ASSIGN.
Visit this How to Edit a Quick Assign Learning Plan for more information on how make adjustments to the plan.