Managing Scheduled Assignments

You have the option to schedule a course to be assigned on a specific future date.

In the left navigation, make sure you are in the Academy Workspace.

When in the Academy Workspace, select Training Admin. Then, choose Manage Training and select Courses.

Select the desired course from the course list.

Within the course administration panel, open the Assign Training page located under Enrolled Learners.

Alternatively, you may access the Assign Training page directly from the Team Workspace.

In the left navigation, make sure you are in the Team Workspace.

When in the Team Workspace, select Self-Paced Training and then select Assign Training.

Setting Up a Scheduled Assignment

Whether you are assigning per individual or by criteria, there will be a field where you can set up a future assignment date.

Please note! Scheduled assignments are one-off assignments.

You can also set a due date for the course in one of the following ways:

• By number of days: Specify how many days the users have to complete the course.

• By specific date: Select an exact date by which the course must be completed.

Note: The due date is always determined based on the assignor’s (logged-in user’s) preferred time zone.

Once you define a due date, an additional option, “Unassign users once due date is missed”, will become available.

• If this option is selected, users included in this assignment will be automatically unassigned from the course once the due date has passed.

When the “Unassign users once due date is missed” option is enabled, a second checkbox will appear:

• If you select the Unassign users once due date is missed, another checkbox will appear, which if selected will auto-unassign the users as soon as they reach their due date, regardless of their completion or certificate’s expiration.

Add an attachment, if you want to, select if you want the prerequisites (if any) to be assigned too, and click on the Schedule Assignment button.

As soon as you have scheduled your assignment, you will be able to find it under the Scheduled Assignments block. 

Selecting the rule allows you to edit or delete it.

All of the scheduled assignments are presented in this block, regardless of if they have been completed (strike-through text) or not.

Updating Future Assignment dates

To edit the future assignment date for an existing scheduled assignment, follow the steps below:

• Navigate to the Academy Workspace > Training Admin > Manage Training > Courses page.

• Find the course for which you have scheduled the assignment.

• From the Course Panel on the right-hand side, select Enrolled Learners and then Assign Training.
  
  

• Expand the Scheduled Assignments section to review and edit the assignment details.
  
  
   

• Update the Future Assignment Date to your desired date.

• Save your changes.

Important: If you edit a scheduled assignment and clear the Future Assignment Date field, the selected employees will be assigned to the training immediately. You can also verify this behavior by hovering over the information icon next to the Future Assignment Date field.

Scheduled assignments timing

Scheduled assignments are automatically processed by the system on the selected assignment date.

Please note that you cannot define a specific time for when a scheduled assignment will be triggered. Assignments are processed automatically during the day and may therefore become available later on the selected date, rather than immediately at the start of the day.