Assigning Training

How to Assign Courses to a Single Learner

Start by selecting the Content tab. Then select "Courses".

From here, you will see a list of your available courses. You may use the search box if you are looking for a specific topic, or you can select a training course in the list by clicking on the title.

After selecting a course, you will click on "People". This will populate a list of learners that are are currently assigned to this training. From here you can select the red “Assign to existing people” button on the right of the screen. (You can select multiple boxes if you wish to bulk assign to more than one user by using the drop-down feature located below the red button.)

Select your desired learner(s) using the check box to the left of their name(s), followed by the red "Assign to existing people" button on the right of the screen. (You can select multiple boxes if you wish to assign to more than one learner just by selecting the box next to the user name).

When you confirm your selection, you will also have the option to notify your learner, via email, that their courses are available.

How to Assign Courses to a Team

Start by selecting the Content tab. Then select "Courses". 

From here, you will see a list of your available courses. You may use the search box if you are looking for a specific topic, or you can select a training course in the list by clicking on the title.

After selecting a course, you will click on "Teams". This will populate a list of learners that are are currently assigned to this training. From here you can select the red “Assign to teams” button on the right of the screen. (You can select multiple boxes if you wish to bulk assign to more than one team by using the drop-down feature located below the red button.)

Select your desired team(s) using the check box to the left of the team name(s), followed by the red "Assign to teams" button on the right of the screen. (You can select multiple boxes if you wish to assign to more than one team just by selecting the box next to the team name).

Next, select the desired team(s) by using the search field and checking the box to the left of the team name(s). You can check "Send email/text notifications to Learners" if you wish to notify team members about the new assignment. Once complete, select "Assign".

Tip: As you select teams, you will see them appear in the "Selected teams" column. To remove your selection and start over, select "Reset".

How to Assign a Catalog of Courses

Start by selecting a team under the Teams tab, then select “Course Team Library”.

Select “Add Courses To Library”.

 Similar to the steps for assigning courses to a single learner or team, you can use the search field to search for specific courses, assign multiple courses, and check “Also assign to sub teams” as desired. Once you’re finished selecting courses, you will have 2 choices to select, “Add to Team Library”  will add the courses to the learner dashboardor “Add to Team Lead/Admin Library” will only let the Team Lead/Team Admin assign those courses to other learners.

Tip: As you select courses, you will see them appear in the “Selected courses” column. To remove your selections and start over, select “Reset”.