Create New Scheduled Training Assignment – PSAT (Setup)

QuestionHow do I create a new Scheduled Training assignment?

Answer:

  1. Navigate to Training
  2. Select Scheduled under Manage Training Assignments
  3. Choose +Create Assignment
  4. Enter a unique Name for the new training assignment. This name is used internally to identify the assignment and will not display to the end user. It will appear on reports and on the Scheduled Assignment table for reference.
  5. The Type defaults to Scheduled.

Note: If you change your mind at this point and you want to add a Duration Assignment, select Duration from the drop-down list. The fields on the page will change accordingly.

  1. Enter Start Date – Select the date users will be able to access this assignment
    • If you are using email notifications, the email will be sent at 12:01 AM Eastern Time on the selected date
    • If the start date is today, the assignment notification will go out within 30 minutes of creation
    • If you do not want the notification to be sent immediately, set the Start Date in the future
  2. Select Due Date
    • This is the date that is marked as the deadline for users in their My Training view
    • It is also when the Assignment is closed and no further users or groups can be added to it
    • There is a 30-day grace period for users to continue taking the assignment after the due date
  3. Select a Training Assignment notification option from the drop-down list. You can choose to not send a notification, always send the active notification, or select from the list of approved notifications.
  • If one of the approved notifications is selected, you have the option to click the Preview Template link to view the template and/or send a test email to a specified email address.
  1. Select an Training Assignment Completion notification option from the drop-down list. You can choose to not send a notification, always send the active notification, or select from the list of approved notifications.
    • If one of the approved notifications is selected, you have the option to click the Preview Template link to view the template and/or send a test email to a specified email address.
  2. If you want to create a reminder email(s), see Create Reminder If not, skip this section and go to the Modules section.
  3. Optionally, you can search, filter and sort the Available Modules list to locate the desired modules:
    • Type all or part of the module name in the Find item by name search box. As you type, modules matching the search criteria entered thus far will begin displaying. To clear contents entered in the box, click the X at the end of the search box.
  4. If you want all modules in this assignment to be completed prior to any other assignment in the user’s training list, then select the High priority assignment check box. Otherwise, leave it blank. Assignments that are not marked as a high priority will be locked until all high priority ones are completed first.
  5. Click the + sign next to each module under Available Modules to add it to the Included Modules list on the right. You can also double-click on the module name to add it to the Included Modules list. The number of lessons in each module displays to the right of the module name.

Note: You can only select one module at a time.

You can now preview modules by clicking on the module name blue.  The module will open in another browser window where you can page through it.  You can also proceed with cloning the module from here.

  1. If you want the modules to show in a specific completion order, select the Enforce module completion order box, and use your mouse to click on and drag the modules up and down into the appropriate order
  2. In the Users section, click on the box(es) next to the user(s) you want to add to the assignment
  3. If you click in the check box next to Email, you can also select or deselect all of your users or select or deselect all users on the specific page.
  4. Click the Filter icon. When selecting users, there is the ability to filter based on Date Range (when the user was added to the system) or Groups added through Essentials User Management.
  • Date Range – Do any of the following:
    • Select one of the existing blue links (Today, Last 7 Days, or Last 30 Days).
    • Select a date range using the calendar by clicking on the first date and the last date of the range.
    • Enter the date or date range in the text box. If you enter a date in the textbox, use the MMM-DD-YYYY (three-character month abbreviation followed by a hyphen, then the two-digit date followed by a hyphen, and then the four-digit year). For example, May-13-2019. If adding a date range, add a space after the first date in the range followed by a hyphen and then the ending date in the range. For example, May-13-2019 – May 16-2019.​
  • You can also select or deselect all of your users or select or deselect all users on the specific page once you filter on Groups
  1. Select +Add to Assignment.
  2. Click Submit.
  3. Your assignment will now show in the Manage Training Assignments table.