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Assigning Training to Learners

📚 How to Assign Training and Manage Learning Programs

Note: You need Dashboard permission to assign training to learners.
Training content like courses, exams, and checklists is assigned by adding it to a learning program and then assigning that program to learners. This guide covers how to assign training, understand dashboard status indicators, and manage learning program assignments including reassignment and history management options.

🔍 Navigate this article:

  1. How to Assign Training
  2. Dashboard Status Indicators
  3. Reviewing Training Assignments
  4. Unassigning and Reassigning Programs
  5. Best Practices for History Management

How to Assign Training

Path: Campus Home Dashboard

  1. From the list of names on the left, locate the learner you want to assign training to
  2. From the list of learning programs across the top, locate the program you want to assign
  3. Click the intersection of the two lines
  4. The screen will refresh and an open circle will display, indicating the learning program has been assigned
Dashboard Assignment Grid

Dashboard Status Indicators

The dashboard displays 19 different dots and icons that indicate the status of training assignments:

Icon Status Icon Status
Assigned Assigned Remote entry available Remote entry available
Assigned, prerequisite required Assigned, prerequisite required Remote entry available, due soon Remote entry available, due soon
In progress In progress Remote entry available, late Remote entry available, late
Completed Completed Remote sign off available Remote sign off available
Due soon Due soon Remote sign off available, due soon Remote sign off available, due soon
Overdue Overdue Remote sign off available, late Remote sign off available, late
Recurring Recurring Manager review assigned Manager review assigned
Wait time in effect Wait time in effect Manager review late Manager review late
Self-review assigned Self-review assigned Review scheduled, not assigned Review scheduled, not assigned
Self-review late Self-review late    

 

Reviewing Training Assignments

Click any dot or icon on the dashboard grid to view detailed information about that specific assignment:

Assignment Details Available:

  1. Learning Program Name - Title of the assigned program
  2. Expected Completion Date - Editable due date field
  3. Status - Corresponds to dashboard icons (assigned, in progress, completed, due soon, overdue, recurring)
  4. Program Items - Individual content pieces with options to give credit or reassign
  5. Program-Wide Actions - Options affecting the entire learning program
Assignment Review Screen

Available Program-Wide Actions:

  • Credit the entire learning program all at once
  • Reassign the entire learning program and delete any history
  • Unassign the entire learning program and retain the history
  • Unassign the entire learning program and delete any history

Unassigning and Reassigning Learning Programs

The assignment status popup offers three main options for managing learning program assignments:

Reassign Learning Program and Delete History

 Deletes any history of the learning program having been assigned, started, or completed, then reassigns it fresh. An in-progress or completed program becomes a newly assigned program (open circle).

Unassign Learning Program and Delete History

For Unique Content:

If the LP includes content that only exists in that specific LP, both the LP assignment and completed content assignments are deleted. When reassigned, the content appears as not started (open circle).

For Shared Content:

If the LP includes content that also exists in other LPs, the deletion behavior is the same - the LP assignment and its content assignments are removed. However, when reassigned, learners automatically retain credit for shared content previously completed through another LP. This occurs because the system recognizes completion from the other LP assignment, not because deleted completions are retained.

Unassign Learning Program and Retain History

 All instances of the learning program assignment are retained, maintaining the learner's history like a school transcript. This preserves all completion records and progress.
Important: When you unassign a Learning Program (LP) and delete history, all content items assigned through that LP will also be deleted, regardless of their completion status.

Best Practices for History Management

Use Delete History sparingly, as it permanently clears LP assignments and completions. Choose this option only when you need a complete reset, such as correcting an incorrect assignment or testing scenarios.

For most situations, Retain History is the safer option to preserve learner progress and maintain accurate training records.

Option Best Used For Impact on Records
Retain History Standard reassignments, temporary removal, compliance requirements Preserves all completion records and training history
Delete History Correcting errors, testing scenarios, complete program resets Permanently removes all assignment and completion records

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