Administrators can create new learning assignments via the Learning Assignment Tool's create workflow to assign training to individuals or groups of users at one time.
To begin creating a new learning assignment, go to and click the Assignment Tool link. From the Manage Learning Assignments page, click the button.
Permissions
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Assignment Tool - Standard and Dynamic |
Grants ability to create Standard (one-time) and Dynamic (continuous) Learning Assignments to directly assign training to users. This permission can be constrained by OU, Provider, Training Item, Training Type, User, User Self and Subordinates, and User's OU. If this permission is constrained by Location, Provider, Training Type, or Training Item, then they can only assign training within the constraints. If this permission is constrained by OU, User, User Self and Subordinates, or User's OU, then they can only assign to and view assignments created by users within the constraints. This is an administrator permission. |
Learning - Administration |
| Assignment Tool - Standard |
Grants ability to create Standard (one-time) Learning Assignments to directly assign training to users. This permission can be constrained by OU, Provider, Training Item, Training Type, User, User Self and Subordinates, and User's OU. If this permission is constrained by Location, Provider, Training Type, or Training Item, then they can only assign training within the constraints. If this permission is constrained by OU, User, User Self and Subordinates, or User's OU, then they can only assign to and view assignments created by users within the constraints. This is an administrator permission. |
Learning - Administration |
| Assignment Tool - Training Start Date |
Grants ability to configure a Training Start Date when creating a Standard Learning Assignment. The Training Start Date is the date that users will be able to start the training. This permission is dependent on the Assignment Tool - Standard, Assignment Tool - Standard and Dynamic, and Assignment Tool - Standard and Dynamic - Recurrence permissions. This permission cannot be constrained. This is an administrator permission. |
Learning - Administration |
| Assignment Tool - Bypass User Payment | Grants ability to bypass user payment when creating a Learning Assignment. When user payment is bypassed, users are automatically registered into the training regardless of whether or not payment is required. This permission is dependent on the Assignment Tool - Standard, Assignment Tool - Standard and Dynamic, and Assignment Tool - Standard and Dynamic - Recurrence permissions. This permission cannot be constrained. This is an administrator permission. | Learning - Administration |
| Assignment Tool - Email Settings - View | Grants ability to view and select email settings when creating a Learning Assignment. This includes the ability to select Training Specific Emails, Custom Emails, or No Emails but does not grant ability to manage the actual Email Settings (cannot configure Custom Emails or Ad-Hoc Email and cannot enable/disable Assign Training and Register Training email triggers when Training Specific Emails is selected). This permission is dependent on the Assignment Tool - Standard, Assignment Tool - Standard and Dynamic, and Assignment Tool - Standard and Dynamic - Recurrence permissions. This permission can be constrained by OU, User, User Self and Subordinates, and User's OU. If this permission is constrained, then only users within the constraints will receive the emails. This is an administrator permission. | Learning - Administration |
| Assignment Tool - Upload CSV File | Grants ability to upload a .csv file as the User Criteria when creating a Learning Assignment. This permission is dependent on the Assignment Tool - Standard, Assignment Tool - Standard and Dynamic, and Assignment Tool - Standard and Dynamic - Recurrence permissions. This permission cannot be constrained. This is an administrator permission. | Learning - Administration |
Navigation Panel
On the left-hand side of the page, all the steps in the learning assignment creation process display in a navigation panel, with the current step in the process indicated with a vertical line. As each step is completed, a checkmark appears next to the step. You can click any completed step in the panel to return to that step and make changes. The process for creating a learning assignment is comprised of five steps:
- Setup - See Create Learning Assignment - Setup.
- Options -See Create Learning Assignment - Options.
- Schedule - See Create Learning Assignment - Schedule.
- Users - See Create Learning Assignment - Users.
- Confirm - See Create Learning Assignment - Confirm.
Footer
Along the bottom of each page in the process, there is a footer which provides access to different actions, depending on from which step of the learning assignment process you access the footer.
- - Click this button to exit the create workflow and return to the Manage Learning Assignments page. No progress will be saved.
- - Click this button to save specific data you have configured for the learning assignment and return to the Manage Learning Assignments page. Your draft assignment can then be accessed and completed later.
- - This button only appears after you have progressed past the Setup page. Clicking this button returns you to the previous page of the workflow.
- - Click this button to progress to the next page of the process.
- - This button only appears on the Confirm step. Clicking this button triggers a pop-up window which allows you to confirm and submit your learning assignment.