Automatic assignments allow you to assign Learning Paths to existing users and future joiners automatically. This helps ensure training is delivered consistently and that new users receive their required learning from their first day.
Set Up Automatic Assignments
To configure automatic assignments:
Open Content Management.
Search for and open the Learning Path you want to assign.
Select Audience from the Learning Path sidebar.
Configure the automatic assignment settings.
Automatic Assignment Settings
Setting | Description |
Audience Groups | Select the Audience Group or groups that should be assigned the Learning Path. To select multiple groups, hold CTRL while selecting. |
Exclude Audience Groups | Select any Audience Groups that should not receive the Learning Path assignment. |
Category | Select the category where the Learning Path assignment will appear. |
Initial Release Date | Select the Learning Path launch date. This becomes the automatic assignment start date. |
Initial Deadline Period | Enter the number of days existing users have to complete the Learning Path after the release date. |
New Joiner Deadline Period | Enter the number of days new users have to complete the Learning Path after they are assigned the Learning Path. |
Select Set Automatic Assignment Rules and review the summary before confirming your changes.
Note: If the Learning Path has already been assigned manually, make sure the selected Audience Groups include those existing users.
If you add an Audience Group that does not contain previously assigned users, their manual assignments may be removed. Users who remain within the selected Audience Groups will continue to follow any reassignment schedules and retain any existing deadline dates.
Advanced Automatic Assignments
Advanced settings provide additional control over when assignments appear, assignment dependencies, and reassignment schedules.
Setting | Description |
Activation | Enable this option to make assignments active immediately. Disable it to specify a delay before assignments appear. |
Link Assignments to the Completion of a Previous Activity | Use this option to assign the Learning Path only after a related Learning Path or activity has been assigned. |
Deadline Period | Adds an additional deadline period relative to the linked activity's deadline. |
Completion Required | Select Yes to assign the Learning Path only to users who have completed the previous activity. Select No to assign the Learning Path to all users in the selected Audience Groups. |
Reassignment | Automatically reassign the Learning Path after a selected period, ranging from monthly intervals up to seven years. Leave the default setting if reassignment is not required. |
After configuring the required options:
Select Set Automatic Assignment Rules.
Review the summary of changes carefully.
Confirm the changes if the assignment numbers are correct.
Check Your Assignments
After saving your assignment rules:
Review the assignment summary displayed in the confirmation window.
Confirm that the number of assignments matches your expectations.
Check the Current Assignments total on the Learning Path.
Test different audience and exclusion combinations where required to ensure assignments behave as expected.
Troubleshooting
If the assignment summary shows unexpected numbers:
Review the rules of the selected Audience Groups.
Check whether users belong to both included and excluded groups.
Confirm that the correct category has been selected.
Verify that previously assigned users are included within the selected Audience Groups.
Need Help?
If you need assistance reviewing assignment behaviour or audience group configuration, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].