Assign Training: Basic Scheduling

Article Links Introduction  | Create an Assignment: Basic Scheduling  |
 

INTRODUCTION

There are two scheduling options to assign training:

Basic Scheduling: Allows you to assign training and set scheduling dates that include: Start Date, Due Date, and End Date. You can also manage how the LMS handles previous completions.

Advanced Scheduling: Allows you to assign training and set scheduling dates and in addition, provides a method to:

• Set Recurrent Training Dates:  For training that is required to be completed semi-annually, annually, or on some other schedule.
• Set Options for Inherited Assignments: Adjust dates for learners who receive the assignment at a later date. For example, new hires and transfers from one department to another.

Refer to the Assign Training: Advanced Scheduling article for more information on this scheduling option.

Note: If your basic or advanced scheduling assignment includes a Class, please refer to the Assign Training: Classes article to learn how to assign any training that includes a class. 

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CREATE AN ASSIGNMENT

Follow these steps to assign one or more activities (including classes) or qualifications OR both to a user, organization unit, or group:

1. Click the Administration tab at the top of the screen.
2. Click the Assignments link, then Assign Training on the left menu bar.

Step 1: Choose the Training to Assign:

1. Click the Select button to the right of the Choose Training to Assign field.
2. Look for Drop Down:  Choose one of the following:
   Qualification/Training Program: to select one or more qualifications/training programs.
   Note: The Available Records Table will NOT automatically display the qualifications stored in the Content Region. Refer to Select Qualification(s) in the Content Region section of this article to learn how to select a qualification stored in the Content Region.
   Activity: to select one or more activities.
   Activities I have Permissions For: This allows you to select one or more activities you have permissions for.
   Note: If you have a security role target that includes multiple organization units, this will present a list of ALL activities that you have permission to access
3. Available Records Table: Select one or more Qualifications/Training Programs OR one or more activities (or both).
4. Click the right arrow to move the selections from the Available Records table to the Selected Records table.
5. Click the Select button.

Step 2: Choose Who Needs the Training  

1. Click the Select button to the right of the Choose Who Needs the Training field.
2. Look for Drop Down: Make one of these selections:
   Users: Allows you to select one or more users
   Users I have Permissions For: allows you to select one or more users you have permissions for
   Note: If you have a security role target that includes multiple organization units, this will present a list of ALL users that you have permission to access.
   Organization Unit: allows you to select one or more users by any organization unit
   Group: allows you to select one or more users by group
   Note: The Available Records Table will NOT automatically display the groups stored in the Content Region. Refer to Select Group(s) in the Content Region section of this article to learn how to select a qualification stored in the Content Region.
3. Select one or more users, organization units, or groups from the list of Available Records table.
4. Click the right arrow to move the selections from the Available Records table to the Selected Records table.
5. Click the Select button.

Step 3: Select the desired Basic Scheduling Options

Assignment Start Date 

Choose Now or enter a date the training will appear on the learner’s training tab. 
Note: If you choose any date other than now, the assignment will not appear on the learner’s tab until that future date.

Assignment Due Date 

Enter the date when the training must be completed by the user.

Assignment End Date

Enter the date when the assignment will no longer appear on the learner’s training tab. 
Note: The assignment will disappear on that date regardless of the learner’s completion status. For example, if the completion status is in progress, incomplete, or overdue, the assignment will still disappear from the learner’s training tab. It is recommended that the End Date be at least 30 days after the due date to allow the user enough time to complete the training before it drops off their Training tab.

Ignore Previous Completions:  Select when you want to force the user’s completion status back to incomplete and require them to complete the training again if they completed the training on or before the date specified. The date defaults to the current date but you can enter a date of your choice.
Note: You can use the same requirement in multiple qualifications/training programs.  Requirements will be marked as complete for ALL qualifications once the user completes all the activities in the duplicate requirement. DO NOT set the Ignore Previous Completions for any assignment that includes a duplicate requirement.  The ignore date is not observed once one of the duplicate requirements is completed.  If this setting is important to use in the assignment, we recommend making two different requirements (naming them slightly differently) so that you may use this parameter in the assignment.

Step 4: Optional Settings

Assignment Identifier

Type a word or phrase to be used as a unique identifier. This field allows an LMS Administrator to "label" or "tag" multiple qualification assignments with a unique identifier.  This allows you to run a report and filter on the associated qualifications producing a report with any qualifications associated with the tag.

Please refer to the Assignments: Assignment Identifier article to learn more about this feature and how it is used.   

Special Assignment Instructions 

Type any instructions you would like to provide about this assignment. The instructions will appear on the New Assignment notification.
 

Step 5: Save the Assignment

Click the Save button

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SELECT QUALIFICATION(S) STORED IN CONTENT REGION

1. Click the Select a Location button.

   

2. Choose a Location screen: Select the Content Region with your left mouse so that it is underlined.

3. Click the Select button in the lower right corner of the screen

   

4. You will be returned to the Select Training screen. The location has been changed to the Content Region. The Available Records Table will default to display all the qualifications in the Content Region.
5. Check the checkbox to the left of each qualification you want to assign. Click the right arrow button to move the qualification(s) to the Selected Records Table.
6. Click the Select button in the upper left corner of the screen.
7. You will be returned to the Select Training screen.

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SELECT GROUP(S) STORED IN THE CONTENT REGION

1. Choose Who Needs the Training: Click the Select button

2. Look For Drop Down: Select Group 
   Note: The Available Records Table will NOT automatically display the groups stored in the Content Region. 
   

3. Click the Select a Location button.
   

4. Choose a Location screen: Select the Content Region with your left mouse so that it is underlined.

5. Click the Select button in the lower right corner of the screen.
   

6. You will be returned to the Select Training screen. The location has been changed to the Content Region. The Available Records Table will default to display all the groups in the Content Region.
7. Check the checkbox to the left of each group you want to assign this training to. Click the right arrow button to move the group(s) to the Selected Records Table.
8. Click the Select button in the upper left corner of the screen.
9. You will be returned to the Assign Training screen.

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