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Training Course Assignment
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

Last Updated 10/24/24

Assigning an Online Training Course - WEB

2. Enter your dashboard, then from the menu on the left select Training > Training Courses:

3. Click on Create Training Course in the top right corner:

4. Complete all required fields in the form:

  • Course Template: If you plan to assign a course for which a template already exists, select it here.

  • Folder (Optional): Choose a folder where this course should be stored. This requires you to have already created folder(s).

  • Group/Establishment and Area: Select the establishment and area (optional) for this course to be tracked under. The establishment chosen will filter the job title and employee list when you're assigning.

  • NOTE: Training Course Title, Instructions, Release Sequentially, and Trainings included are all part of the template. If you did not choose a template you'll have to add all of this information for your one-off training course.

  • Assign On: This is when the task to complete the course is added to the assignee's To-Do list and they are notified.

  • Due By: This is the date by which the assignee should have the course completed to be considered on-time. NOTE: They can still complete a training past the due date - it is just flagged as past due in the system.

  • Assign By:

    • Job Title: This allows you to select job title(s) and the course will be assigned to all employees with that exact job title in their iReportSource profile.

    • Employee: This gives a list of employee names - check the box next to the assignee(s) to send them the course.

      4. When finished, click Create:

Need Further Assistance?

​​For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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