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User guide · Administrator

Workspace →internal Assign Course

Find the right back office, assign a Course to one employee and keep the learning data.

AdministratorStep-by-step instructions

Enter the Workspace from your account name

Administrator

1Step 1 of 5

The Workspace is the back-office entry point for a permitted management account.

  1. Click your account name in the header and choose a feature group in the Workspace menu.
  2. Click the Home icon next to your account to return to the front end when needed.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The back-office and front-end main menus match their context; your identity does not change.

Administrator · Workspace & Assign01

Use the administration toolbar

Administrator

2Step 2 of 5

An Administrator with toolbar permission can open the administration tray with Manage.

  1. Use Manage to close or open the tray; on mobile, close it to see the content below.
  2. Use the Enterprise back-office menu for employee, Course and learning tasks.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You can reach your work area with the toolbar open or closed.

Administrator · Workspace & Assign02

Assign a Course to one employee

Administrator

3Step 3 of 5

Assign Course is the internal form that assigns one published Course to one employee.

  1. Choose an active account in Employee and a published Course in Course with the autocomplete.
  2. Check that the person and the Course are right, then click Assign course when ready.

The form does not create batches, deadlines, payments or approvals. Administrator and superuser accounts are not valid employees for this form.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

The Course appears in the employee's My Courses; an enrolment keeps its progress and Certificate.

Administrator · Workspace & Assign03

Check the recipient and the Course before confirming

Administrator

4Step 4 of 5

Check the selected employee and Course before confirming the assignment.

  1. Reread the selected employee and Course; if either is wrong, fix it before Assign course.
  2. If you no longer need to assign the Course, use Back to employees.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You avoid wrong assignments and do not lose the history of someone who already has the Course.

Administrator · Workspace & Assign04

Assign a Course on a phone

Administrator

5Step 5 of 5

On mobile the form keeps the two Employee and Course fields and the confirmation.

  1. Choose complete autocomplete values and reread them before you confirm.

Open on site ↗sign-inFull-page screenshot ↗

What you should see

You use the same one-Course-to-one-employee flow on a narrow screen.

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