Setting Future Assignment Dates

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. Here, select Manage Training -> Courses.

 

Select the three-dot more button, and then Assign.

Alternatively, select the Team Workspace. Under Self-Paced Training on the left, select Assign Training. Then select the course from the list.

  

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 selected, users will be automatically unassigned as soon as they reach their due date, regardless of whether they have completed the course or if their certificate is still valid.

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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.

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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 Team Workspace > Training Rules > Assignment page.

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

  • Click the edit button to the scheduled assignment you want to update. The assignment will display an Upcoming state.

  • Update the Future Assignment Date to your desired date.

  • Save your changes.

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