How to create organizational templates?

You, as an Admin, can create organizational templates, that can be used to facilitate advanced actions (e.g. assignments, re-assignments, unassignments, etc.). Your templates can include multiple Jobs and (Above) Units. Using templates, you will be able to assign/ re-assign/ etc. courses/curricula to your employees much more easily and quickly.

In order to create a template, go to the Online Training tab of your Administration panel and click Organizational Templates.

Screenshot_9.png

First, select the specific job(s) that you want to include in this template. Then, select both the desired Above Units and Units in their respective columns, filtering using the drop-down menus, if needed.

You can also filter the users further based on custom fields that you have set up for your Academy by clicking the "Choose Additional Fields" dropdown. 

Screenshot_10.png

Please note that you can also create templates with criteria that match more than one set. To do so, click on the Add More Organizational Templates option. Read more on how to combine two sets here: How to combine (un)assignment rules?

The next time that you will need to do one of the following advanced actions, you (as well as the Managers with the Assign Training permission enabled) will have the option to use the organizational template that you created.

1. Course/ Curriculum Assignment

Go to the Assign Training under Online Training, select the course/curriculum that you want to assign, and click on the Advanced assignment tab.Screenshot_11.png

Select the desired template and either create an automated assignment rule or click directly to the Assign now button at the bottom of the page in order to Assign the course/curriculum to the users that currently match the criteria of the organizational template.

2. Course/ Curriculum Re-assignment

Go to the Oblige to Retake under Online Training, select the course/curriculum that you want to re-assign, and click on the Advanced Retake tab.

Screenshot_12.png

Select the desired template and either create an automated re-assignment rule or click directly to the Reassign now button at the bottom of the page in order to re-assign the course/curriculum to the users that currently match the criteria of the organizational template.

3. Mark Course/ Curriculum as complete for multiple users

4. Course/ Curriculum Unassignment

5. Send an Announcement

6. Schedule a Report

7. Register/Unregister/ Notify/ Invite users to Events

8. Share Content

9. Register/Invite users to Groups

10. Skills' assignment

11. Allocate/Remove Licenses

12. Award Badges

13. Invitation to Enroll

14. Poll Assignment

 

Read also: How Can I Set Auto Assignment Rules?

Was this article helpful?
0 out of 0 found this helpful