Permissions needed:
Content Management
2. Select Audience in the Learning Path sidebar
3. You can now either configure basic automatic assignments (the minimum required) or advanced (optional and useful for reassigning and hiding assignments)
Basic automatic assignments
Active and current users
If Learning Paths have been assigned manually, you can view current and active assignments.
Setting up automatic assignments for Learning Paths that have already been manually assigned? Please make sure the Audience Groups you're using include these existing users. Otherwise, adding an Audience Group without these users will delete the manual assignment. Users included will be included in any reassignment schedule and retain existing deadline dates.
Field | Description |
Audience groups | Select the field to search for the Audience Group that will be assigned the Learning Path. To select multiple Audience Groups, press CTRL+Select. |
Category | Select to choose which category to assign the Learning Path to. |
Initial release date | Use the date picker to select the Learning Path's launch/rollout date. This defines the auto-assigned start date. |
Initial deadline period | Enter the number of days after the release date for existing users. |
New joiner deadline period | Enter the number of days after the release date for future users. |
Select the Set automatic assignment rules button to assign the Learning Path now (a summary box appears for you to confirm the edits), or don't select and go to Advanced Automatic assignments below.
Advanced automatic assignments
Feature | Description |
Activation | Tick the box to make assignments active immediately for users. Untick to manually specify the number of days until the assignment appears. |
Link assignments to the completion of a previous activity | Use this to only assign a Learning Path after a related Learning Path has been assigned. |
Deadline period | Adds this period to the previous activity's deadline. |
Completion required | Select Yes to only assign the Learning Path to users who've completed the previous activity, or assign when they've completed the previous activity. Select No to assign the Learning Path to everyone in the selected Audience Groups. The deadline for those who haven't completed the previous activity is based on the new joiner deadlines only |
Reassignment | Select the dropdown to reassign, based on months or up to seven years. Or leave the default of no reassignment |
Select the Set automatic assignment rules button and review the summary box of changes. If any unexpected changes appear, try reviewing your Audience group rules, or reach out to your Customer Success Manager.