how to assign an online class - california state university, fullerton to assign an online class -...

Division of Administration and Finance Administration and Finance Information Technology ● 657-278-3737 ● Fax 657-278-5599

ETC ● [email protected] ● 657-278-2064

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How to Assign an Online Class These instructions cover how to assign an online class in the Employee Training Center (ETC) Dashboard.

Table of Contents Assigning an Online Class ............................................................................................................................................... 2

Assign Training ............................................................................................................................................................... 8

Edit Audience Parameters ............................................................................................................................................. 9

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Assigning an Online Class

Processing Step Screen Shots

Step 1:

Start on the Employee Training

Center (ETC) Dashboard.

Step 2:

Click on the Administration

Icon.




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Step 3:

Select Product Administration.

Step 4:

Select Learning.




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Step 5:

Click on Learning Activities.

Step 6:

The screen will refresh to the

Activity Management page.




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Step 7:

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.

Step 8:

The screen will refresh to show a

list of Course / Class offerings.




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Step 9:

To the right of the desired

activity, click on the Edit button.

Step 10:

When the screen refreshes, make

sure your class is in Stage. If it is

not in Stage, click “send to Stage”.




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Step 11:

Click on the Optional button,

located on the bottom right-hand

corner.

Step 12:

Scroll down to find the

Management heading.




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Assign Training


Step 13:

Click on the link that matches

how you would like to assign.

You can assign by: Users,

Domains, Organizations, Jobs or

Audiences.

Note: We highly recommend

Organizations to be your default

selection.

Step 14:

Click on Organizations.




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Edit Audience Parameters


Step 15:

Click on Add.

Step 16:

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.

Note: For more information on

Organizations, please contact

the Employee Training Center.




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Step 17:

Once you have selected the

organization/s, scroll down and

click on the Next button.

Step 18:

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.




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Step 19:

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.

Step 20:

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.




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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.

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.




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Step 22:

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.

After choosing the assignment

date, use the Time Zone drop

down menu to select the

America/Los Angeles time zone.




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Step 23:

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.

After choosing the due date, use

the Time Zone drop down menu

to select the America/Los Angeles

time zone.




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Step 24:

If you wish to add a priority level,

click on the drop down bar under

Priority and select the priority

level of the training.

Note: Priority is ranked 1 - 5

• 1 is Low

• 2 is Medium

• 3 is High

• 4 is Urgent

• 5 is Mandatory

Step 25:

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.




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Step 26:

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.

Step 27:

Once you are finished setting the

parameters, click on the OK

button.




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Step 29:

When the screen refreshes, you

will see the Organization you have

just added. Click on the OK

button.

Step 30:

When the screen refreshes, click

on the Validate for Production

button.




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Step 31:

Lastly, if there are no validation

errors to resolve, click on the

Move To Production button.


how to assign an online class - california state university, fullerton to assign an online class -...

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