Assigning Pathways to People or Teams
The purpose of this article is to guide users through the process of assigning pathways to individuals or teams. It provides detailed steps on selecting a pathway, searching for and adding assignees, setting assignment schedules and due dates, enabling recurring schedules, and notifying learners with optional custom messages. This ensures pathways are assigned efficiently and effectively to meet organisational learning goals.
Navigate to the pathways page.
Click on the 'people icon' of the pathway you wish to assign.
Note: you can also select the same icon from within the pathway to assign the learning.
Search for either the person or team you wish to assign the pathway to and click on them to add.
Click 'Assign Now' to instantly complete the enrolment or 'Schedule for later' to pick a specific date for the pathway to be assigned.
If there is a due date that the pathway needs to be completed by you can set that in the 'Due Date' field.
If scheduling for later you have the option of setting a reoccurrence. Toggling the 'Recurring Schedule' on allows you to set a monthly or yearly repeat of the enrolment for a set number of occurrences.
Finally, you can elect to notify learners of the enrolment. If 'Notify People' is toggled to the on position, it will notify the assignees. You can also add a custom message should you choose.
Click here.
Click the "Add a custom message to assignees (optional)" field.
Type "Please complete this pathway"
Click here.
Navigate to the pathways page.
Click on the 'people icon' of the pathway you wish to assign.
Note: you can also select the same icon from within the pathway to assign the learning.
Search for either the person or team you wish to assign the pathway to and click on them to add.
Click 'Assign Now' to instantly complete the enrolment or 'Schedule for later' to pick a specific date for the pathway to be assigned.
If there is a due date that the pathway needs to be completed by you can set that in the 'Due Date' field.
If scheduling for later you have the option of setting a reoccurrence. Toggling the 'Recurring Schedule' on allows you to set a monthly or yearly repeat of the enrolment for a set number of occurrences.
Finally, you can elect to notify learners of the enrolment. If 'Notify People' is toggled to the on position, it will notify the assignees. You can also add a custom message should you choose.
Click here.
Click the "Add a custom message to assignees (optional)" field.
Type "Please complete this pathway"
Click here.
Updated on: 13/02/2025
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