Training assignments

1Step 1 of 9

1. Workspace
2. Choose a management task
3. Logo → Home

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2Step 2 of 9

1. Manage → open / close tray
2. Choose back-office tool

Close the tray on mobile for more space.

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3Step 3 of 9

1. Choose Employee suggestion
2. Choose Course suggestion
3. Check both selections

Choose an active employee and published course. Administrator and superuser accounts are excluded.

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4Step 4 of 9

1. Check employee & course
2. Assign course / Back
3. Manage learning groups and course collections

Existing enrollment, progress and certificates are retained.

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6Step 6 of 9

1. Manage learning groups and course collections
2. Course collections
3. Add Course collection

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7Step 7 of 9

1. Name / Description
2. Choose published Courses
3. Check Active / ownership
4. Save / Cancel

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8Step 8 of 9

1. Learning groups
2. Review list
3. Add Learning group

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9Step 9 of 9

1. Name / Course collections / Courses
2. Check scope & Active → Save
3. Assignments → choose target
4. Assign group

Save before assigning by Branch or Specific employee. Removing a source preserves started learning and certificates.

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