Create a New Assignment

You can create assignments for entire audiences and/or individual learners. Audiences are comprised of learners who have a defined set of user attributes. When you assign user attribute values to learners, they are automatically added to one or more audiences if the assigned values match the audience definition.

Site Admins can create assignments for any audience or learner in Percipio. Learning Admins (and Managers with Assignment privileges) can create assignments for their audiences and the learners within their audiences.

To create a new assignment

  1. From the Admin menu, select LEARNING > Assignments. The Assignments page displays.
  2. Select New Assignment. The Create assignment workflow displays with five steps.
  3. Note: To create an assignment in a different language, select that language from the language drop down next to My Profile. The admin interface will change to that language. You can then specify all relevant assignment information in that language including selecting localized content.

  4. After you describe your assignment, you can do one of three things:
    1. Cancel: closes the new assignment without saving changes.
    2. Save as draft: closes the new assignment, saves your changes into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    3. Next: Add content: saves your current changes and takes you to the next step.
  5. After you add content, you can do one of three things:
    1. Cancel: closes the new assignment without saving any changes up to this point.
    2. Save as draft: closes the new assignment, saves your changes into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    3. Next: Add users and audiences: saves your current changes and takes you to the next step.
  6. After you add users and audiences, you can do one of three things:
    1. Cancel: closes the new assignment without saving any changes up to this point.
    2. Save as draft: closes the new assignment, saves your changes into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    3. Next: Manage emails: saves your current changes and takes you to the next step.
  7. After you configure and preview your emails, you can do one of three things:
    • Cancel: closes the new assignment without saving any changes up to this point.
    • Save as draft: closes the new assignment, saves your changes into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    • Next: Review and launch: saves your current changes and takes you to the next step.
  8. Step 5: Review all your settings for this assignment. Edit anything that looks amiss.

  9. When you are ready, select one of the following options:

    • Cancel: closes the new assignment without saving any changes up to this point.
    • Save as draft: closes the new assignment, saves your changes into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
    • Launch assignment: Places the assignment into one of the following statuses:
      • If the Start date is today, the assignment is placed in an In Progress status and the assignment is immediately available to your learners. The email with the assignment details sends at the date and time you specified in step 9. Modifications to the assignment content cannot be made, but you can add a user to the assignment.
      • If the Start date is in the future, the assignment is placed in a Scheduled status and the email, if enabled, sends at the date and time you specified in step 9. You can make modifications to all aspects of the assignment until the Start date.

Assignments with the same due date are listed by when the assignment is launched, in ascending order, on a learner's assignments page and on the home page.