Option 1: Assign a Course to One User
Assign courses directly from the Users, Reports > Users, or Activity >Reports screens for clarity and consistency in navigation.
Steps:
Find the user you want to assign a course to.
Click the “+” icon under Actions.
Select Courses or Course Blocks>Next
Choose a due date using the calendar tool.>Next
Click Assign.
Option 2: Bulk Assignment (Multiple Users)
Bulk assignment is ideal for onboarding or organization-wide training updates.
Steps:
Go to Reports → User or Activity Reports, then select the appropriate Provider.
Hover to the left of a user’s name to reveal the checkbox.
Use the top checkbox to select all users.
Or, select specific users individually.
Once two or more users are selected, click Bulk actions → Assign Courses.
Choose Courses or Course Blocks.
Select a due date.
Review the confirmation screen and click Assign.
⚠️ Compliance Courses and Due Dates
Compliance courses can be assigned right away, but they will not unlock until 30 days before the due date.Example: If you assign a course on 9/1 with a due date of 10/30, the course will be assigned immediately but won’t unlock until 10/1.
This 30-day window helps keep compliance training current and aligned with regulatory expectations.
Once unlocked, courses will stay unlocked even after the due date.