How to Assign an Online Class
These instructions cover how to assign an online class in the Employee Training Center (ETC) Dashboard.
Click on any of the links below to expand for a detailed step-by-step process.
Table of Contents
Assigning an Online Class
Start on the Employee Training Center (ETC) Dashboard.
Click on the Administration Icon.
Select Product Administration.
Click on Learning Activities.
The screen will refresh to the Activity Management page.
To search for the online class, type the name of the class in the search bar and then click on the Magnifying Glass (Search) icon.
The screen will refresh to show a list of Course / Class offerings.
To the right of the desired activity, click on the Edit button.
When the screen refreshes, make sure your class is in Stage. If it is not in Stage, click on the Send To Stage button.
Click on the Optional button, located on the bottom right-hand corner.
Scroll down to find the Management heading.
Click on the link that matches how you would like to assign. You can assign by: Users or Organizations.
We highly recommend Users or Organizations to be your default selection.
If you do not already have an organization to assign the training to, please contact the Employee Training Center.
Click on Organizations.
Click on Add.
When the pop-up opens, click on the square next to the Fullerton Organization and then the square next to the Fullerton Assignment Group. Then, click the check box next to the appropriate organization/s.
For more information on Organizations, please contact the Employee Training Center.
Once you have selected the organization/s, scroll down and click on the Next button.
When the new window pops up, you will be able to select your assignment settings: Organization Name, Required, Assignment Date Due Date, Priority, Time Zone and Learner Assignment Notes.
If you are assigning to multiple Organizations and want to use the same assignment parameters for all of them, click on the Apply to all check box.
Next, use the Required / Recommended drop down menu to select whether this assignment is mandatory (required) or optional (recommended).
Note: The Learner will see this on their Training Schedule page.
Note: The Ignore Previous Completions check box will assign the training to the learners in your Organization, regardless of if they have completed it before. We suggest to utilize this if you have a new version of a training.
Note: If you mark the Ignore Previous Completions check box, you can use the calendar below the check box to specify a “cutoff date”. If the learner completed the activity before the cutoff date, they will be reassigned to it.
If you do not select a date, then the current date will be the cutoff date.
Under Assignment Date, you may choose whether to assign the training today, a specific number of days from today or on a specific calendar date.
Note: If you choose today as the assignment date, the training will be assigned as soon as you finish the assignment workflow.
Note: After choosing the assignment date, use the Time Zone drop down menu to select the America/Los Angeles time zone.
Next, select the Due Date. You have the option to choose between no due date, within a number of days from the assignment date or on a specified date.
Note: After choosing the due date, use the Time Zone drop down menu to select the America/Los Angeles time zone.
If you wish to add a priority level, click on the drop down bar under Priority and select the priority level of the training.
Priority is ranked 1 - 5
- 1 is Low
- 2 is Medium
- 3 is High
- 4 is Urgent
- 5 is Mandatory
If you wish to add a note to the training that you would like the learner to see, use the Learner Assignment Notes box. These notes will show on the learner’s Activity Summary page.
If you scroll to the right, you can use the Administrator Notes box to add any notes you may have for Admins. Only Administrators can see these notes.
Once you are finished setting the parameters, click on the OK button.
When the screen refreshes, you will see the Organization you have just added. Click on the OK button.
When the screen refreshes, click on the Validate for Production button.
Lastly, if there are no validation errors to resolve, click on the Move To Production button.