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Creating and Managing Assignments

Guide to using the Assignments feature in the Elemeno App, including creating, managing, and adding users to assignments.

Updated over 2 weeks ago

Introduction

Assignments are mandatory activities that must be completed with some urgency.

Assignments should not be used to "suggest" resources. Please use the Announcements or Suggested Resources features to recommend or suggest resources to your team.

Steps

Accessing the Assignments Interface

  1. Go to Site Manager's Tools, accessed via the link in the Profile drop-down in the upper right-hand corner of the Home page.
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    A screenshot showing the profile menu, which when expanded, is a drop-down menu that has an affordance for the selection of the Site Manager's Tools.
  2. Go to the Assignments management page by clicking "Assignments" in the left-hand navigation.
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    The screenshot shows a navigational element on the left-hand side of the screen.

Creating an Assignment

  1. Click New Assignment.

  2. Select the resource(s) that you wish to assign. You can assign a single resource or multiple resources.

  3. Select the individual(s) or teams you wish to assign these resources to.

Adding a group of users

If you wish to create a custom group, for example, a cohort of users you are onboarding, you can upload a CSV listing the email addresses of the users you want to add. These users must already be registered users on the Elemeno platform.

Tip: Save that CSV should you wish to assign assignments to that group in the future.

Adding Additional Users

  1. Click on the arrow icon in the "Details" column to access the Assignment details view.

  2. Click on the Add Users button.

  3. Add assignees.

Set Notifications

Assignees will be notified that an assignment is available for them via a button that will appear in their User Activity Panel on the app Home Page.

If you would also like to notify assignees via email, check "send notification" when creating the Assignment.

Reporting

To see who has completed an Assignment and when, click the arrow button in the Details column for the specific resource.

A screenshot of the site manager 's tools page for assignments, highlighting the location of the details affordance

On the details page, you will see summary information about how many users have been assigned, as well as completion data. This page also features a list of event data for each assignee.

A screenshot of the assignment details page in the site manager's tools

To export reporting data, click the download arrow in the Export column. This will start a download of csv file containing all data associated with assignments for individual users.

a screenshot of the assignments page in the site manager's tools
a spreadsheet with assignment data including completion date

Sample data from the Assignments export file

Demonstration

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