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Assignments: Edit and Unassign Assignments

Convergence Training Support
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Article Links Introduction | Edit Assignment: Non-Bulk | Edit Assignment: Bulk Edit ON | Edit Assignment: Bulk Edit OFF | Unassign Assignment: Non-Bulk | Unassign Assignment: Bulk Edit ON | Unassign Assignment: Bulk Edit OFF |

 

INTRODUCTION

And assignment is defined as activities and qualifications/training programs assigned to users or organization units or groups that REQUIRE completion by the learner.  Assigned training appears on the Training tab for the users to launch and complete.
Note: Qualification and Training Programs are the same feature in the LMS.  Qualification is the term used in the Enterprise LMS. Training Program is the term used in the LMS with MSHA compliance features.  

When an assignment is made, the LMS organizes the assignment as follows:

NON-BULK MODE

  • Denoted by the word NONE in the Bulk column
  • Defined as ONE activity or qualification/training program assigned to ONE user, organization unit or group

BULK MODE 

  • Denoted by a UNIQUE NUMBER in the Bulk column
  • Defined as MORE THAN ONE activity and/or qualification/training program assigned to ONE OR MORE users, organization units or groups - OR BOTH. 

Whether to edit or unassign the assignment in Non-Bulk or Bulk mode depends on the action you want to perform.  You have three choices:

  1. Manage Assignments - Non-Bulk: Edits or unassigns the assignment for ONE user, organization unit or group
  2. Manage Assignments - Bulk Edit ON: Edits or unassigns the assignment for ALL users, organization units or groups
  3. Manage Assignments - Bulk Edit OFF: Edits or unassigns the assignment for ONE user, organization unit or group within the assignment

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EDIT ASSIGNMENT: NON-BULK   

You would edit a non-bulk assignment to:

  • Change any of the activity scheduling dates for the assignment
  • Change a Basic assignment to an Advanced assignment (make it a recurring assignment or set inherited assignment options) 
  • Ignore previous completion dates to force the user to retake the activity

Follow these steps to edit a non-bulk assignment:

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments link, then Assignments on the left menu bar.
  3. Search and locate the desired assignment following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column.  Bulk assignments are denoted by a UNIQUE NUMBER in the Bulk column.
  4. Click the Edit button to the left of the desired assignment. 
  5. Make any of the following changes: modify scheduling dates, change the assignment from basic to advanced or elect to ignore previous completions.
    Note:  You cannot change Step 1 (Activity or Qualification) or Step 2 (who was assigned the training).  If either Step 1 or Step 2 are incorrect, you must unassign and reassign the training.  Refer to the Unassign Assignment: Non-Bulk for instructions to unassign an assignment.
  6. Click the Save button.
  7. Click the Close button after the Changes Saved confirmation appears.

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EDIT ASSIGNMENT: BULK EDIT ON

You would edit an assignment with Bulk Edit ON to:

  • Change who the assignment was made to
  • Change any of the activity scheduling dates for the assignment
  • Change an Advanced assignment to a Basic assignment (make it a recurring assignment or set inherited assignment options) 
  • Ignore previous completion dates to force the user to retake the activity

Follow these steps to edit the assignment:

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments link, then Assignments on the left menu bar.
  3. Search and locate the desired item following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column on the Manage Assignments screen.  Bulk assignments are denoted by a uniquely assigned number in the Bulk column on the Manage Assignments screen.
  4. Verify the Bulk Mode button located on the button bar is set to ON. 
  5. Click the Edit button to the left of the desired assignment.
  6. Make any of the following changes: add or remove user(s), organization unit(s), or groups to or from the assignment, change any of the scheduling dates, and/or ignore previous completions.
    Note: Bulk Edit ON allows you to change Step 2 (who was assigned the training).  If Step 1 is incorrect, you must unassign and reassign the training.  Refer to the Unassign Assignment: Bulk Edit ON  for instructions to unassign an assignment.
  7. Click the Save button.
  8. Click the Close button after the Changes Saved confirmation appears.

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EDIT ASSIGNMENT: BULK EDIT OFF

You would edit an assignment with Bulk Edit OFF to:

  • Change any activity scheduling dates for one of the assignments include in the bulk assignment
  • Change a Basic assignment to an Advanced assignment (make it a recurring assignment or set inherited assignment options) 
  • Ignore previous completion dates to force the user to retake the activity

Follow these steps to edit the assignment:

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments and Electives link, then the Manage Assignments link on the left menu bar.
  3. Search and locate the desired item following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column on the Manage Assignments screen.  Bulk assignments are denoted by a uniquely assigned number in the Bulk column on the Manage Assignments screen.
  4. Click the Bulk Mode button located on the button bar so that it is set to OFF.
  5. Click the number in the Bulk column for the assignment to be edited. 
  6. The Manage Assignments screen will display a filtered view of the selected bulk assignment.
    Note: You will see list of one or more activities or qualifications/training programs assigned to one or more users, organization units or groups or both.
  7. Click the Edit button to the left of the desired assignment to be edited.
  8. Make any of the following changes: change any of the scheduling dates, and/or ignore previous completions.
    Note: You cannot change Step 1 (Activity or Qualification) or Step 2 (who was assigned the training).  If either Step 1 or Step 2 are incorrect, you must unassign and reassign the training.  Refer to the Unassign Assignment: Bulk Mode OFF for instructions to unassign an assignment.
  9. Click the Save button.
  10. Click the Close button after the Changes Saved confirmation appears.

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UNASSIGN ASSIGNMENT: NON-BULK

Follow these steps to unassign an activity for one user, organization unit or group:
Notes: (1) When you unassign an individual assignment the LMS permanently deletes the assignment for the user, organization unit or group. (2) The Manage Assignments screen defaults to Bulk mode.

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments link, then Assignments on the left menu bar.
  3. Search and locate the desired assignment following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column on the Manage Assignments screen.  Bulk assignments are denoted by a uniquely assigned number in the Bulk column on the Manage Assignments screen.
  4. Click the Unassign button to the left of the desired assignment denoted with a None in the Bulk column.
  5. Click the Yes button on the Confirm Delete screen.
  6. Click the OK button on the Delete Confirmation screen. The assignment will no longer appear on the Manage Assignments screen.
    Note: This change affects all users, organizations units and groups within the assignment.

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UNASSIGN ASSIGNMENT: BULK EDIT ON

Follow these steps to unassign activities and/or qualifications for all users, organization units or groups included in the assignment:
Notes: (1) When you unassign an assignment the LMS permanently deletes all activities and/or qualifications for all users, organization units or groups included in the assignment. (2) The Manage Assignments screen defaults to Bulk mode.

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments link, then Assignments on the left menu bar.
  3. Search and locate the desired item following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column on the Manage Assignments screen.  Bulk assignments are denoted by a uniquely assigned number in the Bulk column on the Manage Assignments screen.
  4. Verify the Bulk Mode button located on the button bar is set to ON. 
  5. Click the Delete button to the left of the desired assignment.
  6. Click the Yes button on the Confirm Delete screen.
  7. Click the OK button on the Delete Confirmation screen. The assignment will no longer appear on the Manage Assignments screen.
    Note: This deletes all activities and/or qualifications for all users, organizations units and groups within the assignment.

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UNASSIGN ASSIGNMENT: BULK EDIT OFF

Follow these steps to unassign activities and/or qualifications for ONE user, organization unit or group included in the assignment:
Notes: (1) When you unassign an assignment the LMS permanently deletes all activities and/or qualifications for ONE user, organization unit or group included in the assignment. (2) The Manage Assignments screen defaults to Bulk mode.

  1. Click the Administration tab at the top of the screen.
  2. Click the Assignments link, then Assignments on the left menu bar.
  3. Search and locate the desired item following the directions provided in the Using Search article.
    Note: Non-Bulk assignments are denoted by the word NONE in the Bulk column on the Manage Assignments screen.  Bulk assignments are denoted by a uniquely assigned number in the Bulk column on the Manage Assignments screen.
  4. Click the Bulk Mode button located on the button bar so that it is set to OFF.
  5. Click the number in the Bulk column for the assignment to be deleted. 
  6. The Manage Assignments screen will display a filtered view of the selected bulk assignment.
    Note: You will see list of one or more activities or qualifications/training programs assigned to one or more users, organization units or groups or both.
  7. Click the Delete button to the left of the desired assignment to be deleted from the Bulk assignment.
  8. Click the Yes button on the Confirm Delete screen.
  9. Click the OK button on the Delete Confirmation screen. The assignment will no longer appear on the Manage Assignments screen.
    Note: The deletion will only affect the one unassigned user, organization unit or group.  It will no longer appear with the other assignment it was created with.

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