Assign training and track compliance

Assign

1. Open a track from Team training and choose the Assign tab.
2. Under Departments, tick one or more. Under People, use Filter people and tick individuals.
3. Pick a Due date.
4. Choose Assign.

The message says "Assigned. People are notified and the track shows in their learning." Each person sees it in My learning with its due date.

Under Current assignments you see each department or person and due date. Use the bin to remove one.

Track compliance

The Compliance tab shows "N% complete across X people". Use the filters:

• All, Not started, In progress, Completed, Overdue, each with a count.
• Search people to find someone.

The table lists each Person (with department), Status, Progress, Score, Due and Certificate code. A certificate code links to the verify page.

Export a CSV

Choose Export CSV. The file contains Name, Address, Department, Status, Progress %, Score %, Due, Completed and Certificate for the people you have filtered, so it works as a training record for audits.

Good to know

• Learners work through lessons and quizzes as described in Lessons, quizzes and certificates.