Unassigning A User Assigned Via an Automated Rule

If you are an Admin or a Manager with the relevant permission, you have the option to unassign users from courses, even if they match the criteria of an automated rule. The users will be excludedε from the rule and the courses will not be assigned to them in the future via a rule.

This option is available for Admins, Training Managers who have the Assign permission, and Managers who have the "Exclude from assignment rules" permission.

In order to unassign a user from a course that was assigned to him/her via a rule, navigate to Team Workspace and select My Team's Dashboard -> Training in the left navigation bar.

Find the desired user and click on their name. This gives you an overview of all courses they are enrolled in. Find the course that you want to unassign and click on the wrench icon. There are two options available:

  • Unassign: The regular process, identical to the individual unassignment
  • "Exclude from assignment rules" checkbox & Unassign: The user will be unassigned from this course even if he/she matches the rule- criteria.

Don't forget to click Save once finished!

Please note that you can then review all the users who have been excluded from a Course Assignment Rule along with the user that excluded them by populating the "Course Exclude Users From Assignment Rules Report" from the Report Builder. Read more: Using the Report Builder

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