Administrators can manage and assign learning initiatives from a learner profile as well as from the learning initiative profile. You can also view and sort all learning initiatives a learner is assigned, what their status is, and who assigned it to them.
To assign a learning initiative via a learner's profile:
- Select Administration from the main menu
- Select People from the sidebar menu then Learners
- Search and select the appropriate learner then click View Profile
- Select the Assignments tab then the Learning Initiative sub tab
- Click Assign Learning Initiative
To assign a learning initiative from the a learning initiative's profile page:
- Select Administration from the main menu,
- Select Learning then Learning Initiatives from the sidebar menu
- Under View by select Learning Initiative
- Search for and select the desired learning initiative
- Select the Assignments tab
- Click Add Assignment
- Search and select desired team or learner(s)
Administrators can avoid the manual process of assigning Learning Initiatives through use of learning initiative rules. These allow administrators to easily assign learning initiatives based upon their learners' join date (to a team) or their attributes such as job title, department, or supervisor.
Learning Initiative rules run overnight, unless triggered by an import or when Apply Rule is selected. When learners are added to a team via an import, the learning initiative assignment rules will run hourly. When the Apply Rule is selected, all learners that meet the attribute requirements will receive the assignment immediately. Note, both direct and indirect members of a team will receive the learning initiative assignment.
Administrators may assign a learning initiative through use of rules by following these steps:
- Select Administration from the main menu
- Select Learning and then Learning Initiatives from the sidebar menu
- Under the View by drop-down, change the option to Learning Initiative
- Search for and select the desired learning initiative
- Select the Assignments tab
- Select the Add Rule button. If there is already a rule in place, you can select Edit (pencil and paper icon)
- Select whether you would like the rule to be a specific date or an interval. Continue by entering the specific amount of time for the interval or the specific date. If the learning initiative is only meant for learners with certain learner attributes (i.e. only learners listed as supervisors will inherit the Learning Initiative), you can use the Attributes section to specify.
- Once you are finished, select Save Rule