What is Assigned Training?
Assigned Training lets Admins schedule required training for groups of Users across your organization. It is the central place where you set up:
one-time assignments
recurring or ongoing education
onboarding and role-specific training
compliance and certification requirements
You can also create and use Template Assignments, which are predefined training packages that Managers assign in just a few clicks.
Why Assigned Training Matters
Assigned Training is used to:
Ensure consistency
Everyone receives the same training, in the same structure, across teams and locations.Drive accountability
Learners see assignments clearly in the Training Center and receive automated email notifications when you create new assignments.Track progress
You run reports for each assignment and see who has completed, is in progress, or has not started.Save time with Templates
Top-level Admins design reusable templates such as “New Hire Onboarding” or “Annual Compliance.” Managers then select a template, choose Users, and assign. This removes manual Course selection and keeps training consistent.
This feature is especially helpful for compliance, annual recertification requirements, and standardized onboarding across locations.
Where to Manage Assign Training
Super Users (Top Admins)
On the Super User Dashboard, under the Content column, select Assign Training.
Admins can:
create new assignments
create and manage templates
monitor active assignments
archive older items when no longer needed
Managers
If you have Manager access, open the Slider Menu and select Management Tools, then choose Assign Training.
Managers can:
assign existing content to their Users
assign from templates created by Admins
track completion for their teams
Assignment Types
When you click New Assignment, you start by choosing an Assignment Type. This controls what appears on the page.
Assignment Types include:
Courses: assign specific Courses
Content Roles: assign content linked to selected roles
Live Event: assign scheduled live events
From Template: use a template that was already created
In the Assignment Type dropdown, templates are available to Access Levels 1 through 6.New Template: create a reusable training template (SUB Admins only)
Creating a Standard Assignment
For standard assignment types such as Courses, Content Roles, or Live Event, the setup flow is:
Click New Assignment in the Assigned Training dashboard.
Enter the Assignment Name.
Select your Assignment Type (Courses, Content Roles, or Live Event).
Choose the content:
select the Courses
select the Content Roles
select the Live Event (this should be created prior to creating the assignment)
Reorder content if needed to guide the learner’s path.
Set Revolutions to define how many times learners must complete the content.
Decide how to handle prior completions by setting an effective date if you want everyone to start fresh.
For example, if you have a Course you would like completed once a year, you can assign this and set the "Prior Completions" date back to January 1. This would mean if you completed the Course last year, you would need to complete it again this year.Select Locations and Users for the assignment, based on your access.
Configure Due Date, Notification, and Reporting options.
Click Assign Training to send the assignment.
Learners receive an email notice and see the assignment in their Training Center.
Email Notifications
Automated emails will be sent to the assigned Users:
– When the assignment is first created
– Within 3 days of the Due Date (only if they have NOT completed the assignment)
– 1 day after the assignment was due (if they did not complete the assignment)
We automatically pull the color of the Assignment Email from your Private Label Manager. If you ever need to adjust the colors of the email, navigate to the theme you are using and select the “Email Template Overrides” section.
Note: The list of available Courses depends on your Access Level and the content available to you through Content Roles.
Creating a New Template Assignment
(SUB Admins only)
Template Assignments let top-level Admins build reusable training packages. These appear as options that managers and other access levels assign quickly without setting up course selections each time.
To create a template:
Click New Assignment.
Set Assignment Type to Create New Template.
Name your template clearly, for example “Onboarding – Sales” or “Annual Safety Compliance”.
Select the Courses that belong in this template.
Under Reporting, enter an email address for completion reports, if desired.
Click Save Template.
When creating a template, the Locations, Users, Due Date, and Notification sections are hidden since these are configured by the Manager (or other access level) when creating a new assignment from the template. Remember, you are simply designing a reusable assignment.
Using an Existing Template
(Available to Access Levels 2 through 6)
Admins and Managers use templates when they want to assign training quickly and consistently.
Typical example: During onboarding, a manager selects the “Onboarding” template, chooses the new hire, sets a due date, and saves. The course list is prebuilt by the top-level Admin.
To assign from a template:
Click New Assignment.
Set Assignment Type to the From Template option.
Click Select Template and from the modal pop-up, select the template you want to use.
When assigning from a template, the Course selection cannot be edited or reordered.
From this point, the steps match a normal assignment:
Choose Locations and Users for the assignment.
Set Due Date, adjust Notification settings as allowed, and review Reporting.
Click Assign Training.
For a Manager, assigning a template behaves like any other assignment. The key difference is that the courseware is already chosen for them.
Editing an Existing Template
(SUB Admins only)
From the main Assign Training page, select the Templates tab. Here you can:
view all templates
edit existing templates
delete templates
If a Template Assignment is deleted:
Existing assignments that were created from that template remain in place and still count for reporting.
The template is removed and cannot be used for new assignments.
Reporting Progress
Each assignment shows a Report icon in the Assign Training dashboard.
Click the report icon to see:
which Users have not started
which Users are in progress
which Users are completed
You can sort and filter by:
Status
User Name
Location
Chapters completed
Revolutions completed
Percentage complete
Assignments created from templates appear in reporting exactly like any other assignment.
If you included a reporting email when creating a template, that email receives progress updates for every assignment that uses the template.
Note: When an assignment is created – it will show the assignment at the Location it was created at, and it will also show the assignment at the Location or Locations that it was assigned to.
This allows Managers A, B and C to view the assignment and the report. If the user is a Manager C and Teams Plus is enabled, then we will show the assignment and ONLY the users on that Manager C’s team. If an assignment is made at the Location and no users on a Manager C’s team are present, then we do not show the assignment.
The Training Report breaks down the progress into two sections, Overview and Users.
In the Overview section, you get a top-level view of the progress of all assigned users – how many are currently In Progress, have Completed the assignment and how many have Not Started the assignment.
Cleanup With Bulk Archive
Over time, you may create many assignments and templates. Use Bulk Archive to keep your dashboard focused.
On the Assignments tab, you can:
select older items you no longer need to manage every day
archive them in bulk
Archived items:
move to the Archived tab
remain available for reference
do not affect existing completion records
Where Learners See Their Assignments
When your Users are assigned training, they’ll see a My Assignments tab located in the Slider Menu and also in the Training Center.
Once in the Training Center, under the My Assignments tab, you will find all of your Active and Past Assignments.
Active Assignments
Each Assignment is displayed with clear, color-coded labels on the right-hand side to determine status and remaining time. From here you can also select an item to view and begin/resume training.
When clicking into an assignment, at the top of the page we list out all of the requirements for the user – how many Courses, Revolutions, Due Date, your Overall Progress of Completion and if provided, a message from the content assigner.
Below the assignment details, all of the Course materials will be displayed. If multiple Courses have been assigned, you can expand/collapse each section to help stay focused. Each Course will indicate how many Chapters are included and if applicable, an estimated Duration of Completion (per Revolution).
Each Chapter will indicate your progress based on total Revolutions – i.e. if the Assignment required 3 Revolutions and you completed the Chapter only 1 time, it would display 33%. Once completed all required Revolutions, you will see a checkmark indicating you are done.
Past Assignments (Archive)
To help keep your Active Assignment area tidy, once an assignment is Completed or Past Due, your Users may select to Archive that assignment. This only removes it from their view.
This will move it from the active area and place it within the Past Assignments folder. Here, you may access any of your Past Assignments in the future for confirmation of achievement and further training – though future training on archived / past due assignments will not receive additional “credit”.
Revolutions!
Training isn’t something you did, it’s something you DO! With this tool you can assign users to take your training multiple times – however many times it takes to fully know and understand it.
Brad Lea tells us it takes a person 7 revolutions to completely understand something – so that is what we recommend for your initial training assignments.