This article will guide you on how to add, edit, or remove a Module or Program assignment.

Once a Module or Program has been created, the most crucial operation is to assign it to Users.

You can achieve this by hovering over the Module or Program and clicking on the "graduation hat" from Actions.

You will have the option to assign this Module/Program to Users, Departments or Teams.

You can use the search option in the assign sidebar to search for Users already assigned. Likewise for Departments and Teams.

Click on Assign users to find and assign new users to this Module.

You will now have the option to choose multiple Users and assign them to this Module. If you choose to assign via Departments, selecting all, you will assign all Users by default. Click on the chevron between the selection box and the label 'Name' to bulk select.

You can add a deadline when assigning a Module or Program.

Simply enable the 'Add a deadline to the selected assignments' toggle and you will see two options:

The Deadline will appear as a tag on the Module/Program cover in the form of number of days until the deadline.

Important: we advise to use the 'interval' deadline when assigning to a Department or Team so users who move into that department or team in the future don't receive a deadline with a past date. Additionally, we advise not to use deadlines when leveraging the Renewal functionality, as this is already included in a 'expires on ..' tag on the cover.

Marking a course as "Required" will mean that completing or not completing this Module will have an impact on a user's Learning Index.

You can achieve this while assigning a Module or Program and toggle the Required option.

The Module cover will have a tag that shows it is "Required".

In many cases, users need to be notified that a Module or Program has been assigned.

You need to select the Notify users function in order for an email to be sent to the users informing them that a learning has been assigned.

In case you want to assign the users to a Module/Program but do not want them to a receive a notification, then toggle off 'Notify assigned users? (Should an email be sent to the users, regarding the assignment?)'.

We have placed many helpful symbols in the assignment sidebar and assign new user pop-up which give information regarding whether a user is already assigned to a course, and whether the learning is assigned as required or not.

While assigning new users, if you see an "X" against a user, it means the user is not assigned to the course. Alternatively, "Checkmark" means the user is already assigned.

In the assign sidebar, the "Checkmark" means the course has been assigned to a user as "required" whereas "X" means the course is assigned but not "required".

In case a module has already been assigned to a user, but you want to make changes, for instance add a deadline or make the module as Required for a particular user - you have the option to edit an assignment.

Open the Assign sidebar and hover the cursor over a user's name to reveal the Action icons to the right when selecting one user, or at the top of the table when selecting multiple users.

The Edit icon will allow you to set a deadline or make the course required/mandatory. Use the chevron in-between the bulk selection box and the 'Name' label to 'Check on all pages'.

How to "remove" an assignment

By selecting the "trash bin" icon, you can remove the assignment from a user and he/she will not be able to see it on their My Learning page anymore, and his/her completion record will also be removed from the reports.

Admins can unassign users from Programs and included modules in one go. Simply delete the user from the program assignment and a pop-up will ask you whether you also want to 'Unassign users from all connected modules' as well. Be aware that this will not affect assignments of the same modules through other Programs or the individual modules.

IMPORTANT:

When a user is unassigned from a Program without the Unassign users from all connected modules toggled on, the user will no longer see the Program bundle in their My Learning page but they will still be assigned to the modules within the program.

When a user is unassigned with Unassign users from all connected modules' toggled on, the user will be unassigned to the Program and all the Modules within it. If a user has completed a particular module and you performed this action, their completion record will also be removed from the reports.

Note: Please be aware that when you remove an assignment after the user has completed the learning module and reassign the same learning module to the user, the user will still have their 'Completed' tag and step date and timestamps in the reports of their previous completion, but will no longer have their 'Completed At' date and time stamp.

BONUS INFO: Admins can easily get an overview of which modules and programs are assigned to which department under Admin > Organization > Departments, click on the Department assignments icon to open a full list of assigned Modules and Programs per Department.
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