About Learning Plan Assignments

In addition to the course or content you want you learners to complete, each Learning Plan Assignment includes settings that determine:

  • If the assignment is required or optional (Type)
  • The minimum required score (Passing Threshold)
  • The course due date, which can be a number of days or a calendar date. Due dates and completion dates are in Eastern time.
  • When the course will appear in a learner's Learning Plan (available for training)
  • If the course must be taken again in the future, and if so, how often. (Retraining, or Recurrence)

The same assignment can be assigned to more than one audience, or to an individual learner. Additionally, you can create multiple assignments with the same content, but different settings.

This could be useful, for instance, if you want to assign a course to all your users, but some users must take the course more than once. (see Example 1) Or, perhaps you want to make a required course assigned to an audience optional for some users. (see Example 2)

Example 1

Let's say you own a shipping company and you want all new hires to take a course on Preventing Back Injuries. Employees in departments such as HR or administration only need to take the course once, but employees who work in the warehouse need to take the course every year.

You create an assignment for the New Hires audience that includes the Preventing Back Injuries course. You set the assignment type to required, establish a due date for the assignment and choose One Time Only for the Retraining Assignment Type.

You create a second assignment for the Warehouse Employees that includes the Preventing Back Injuries course. You set the assignment type to required, establish a due date for the assignment, and choose Recurring by Completion Date for the Retraining Assignment Type and set the due date to every 365 days.

Now, all new hires are required to take the course one time during the course of their employment, but your warehouse workers are required to take the course every year.

Example 2

Let's say your shipping company hires Emily, a remote sales person. You decide Emily isn't required to take the Preventing Back Injuries course, but you'd like to make the course available to her.

You create an individual assignment for Emily that includes the Preventing Back Injuries Course and make the course optional.

Now, instead of inheriting the New Hire assignment where the course is required, Emily is assigned the optional course.