Dynamic Reassignment Overview
When a user changes organizational units (OUs), that user can be re-assigned the same training that a dynamic assignment has already attempted to assign to the user in the past, as long as they meet the assignment criteria. For example, when users transfer from one OU to another, and then transfer back to the original OU, the training that was originally assigned to them is restored to their transcript via dynamic reassignment.
The dynamic reassignment default can be set at the portal level, and if enabled, administrators have the option of turning dynamic reassignment off and on for individual dynamic assignments.
- For information about enabling dynamic reassignment in your portal, See Dynamic Reassignment - Preferences.
- For information about managing the Dynamic Reassignment setting on the Assignment Summary page, see Dynamic Reassignment - Assignment Summary.
- For information about the impact of the Dynamic Reassignment setting on learning assignment email behavior, see Dynamic Reassignment - Emails.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Assignment Tool Preferences||Grants access to Assignment Tool Preferences where an administrator can activate the new Assignment Tool and configure the processing options and settings to create Learning Assignments. This permission cannot be constrained. This is an administrator permission.||Learning - Administration|
|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|
Reassignment of training via dynamic reassignment only occurs when the original training was removed by dynamic removal. Dynamic reassignment does NOT occur if training was removed by one of the following methods:
- Training was removed directly from user's transcript by a user
- Training was removed using the Training Removal Tool
When a training item that was assigned to a user via a learning assignment is dynamically removed and then reassigned via another assignment, the latest version of the training is added to the user’s transcript and the user is processed by the new learning assignment. This functionality applies to dynamic and dynamic recurring assignments and ensures that any users from any previous assignments are reassigned the latest version of training items and child training items.
When a training item is reassigned via dynamic reassignment, the due date of the training is then set by the reassigning assignment. Depending on what type of due date is chosen, the training is reassigned with one of the following behaviors:
- No Due Date - The training is re-assigned with no due date.
- Fixed Date - If the fixed date is in the past, the system adds a year or more to the new assignment, to use a future instance of the fixed date (such as January 1).
- Relative Date - The system adds the relative time to the base date specified in the assignment to define a new due date. For example, if the assignment has a due date of 30 days from the assignment date, the training receives a due date 30 days from when the training is reassigned.
Dynamic Reassignment Use Case
Clara is an employee at ACME Shipping, in the Northwest Division. Andrew, a learning administrator, assigns Clara the course, "Lifting with Care," Version 1 via a dynamic learning assignment which is configured to assign training to the Northwest Division. Dynamic Removal is enabled for the assignment. Later, Clara leaves the Northwest Division, and “Lifting with Care” is removed from her transcript.
Andrew later deactivates the dynamic learning assignment due a change in requirements, and then he creates a new dynamic learning assignment using the same availability. Andrew also creates a new version of “Lifting with Care” so the training is updated for the new year.
After a few months, Clara returns to the Northwest Division and enters the availability of the new learning assignment. She is reassigned “Lifting with Care" and receives the newest version of the training.