Publishing an Assignment Pro

Publish an Assignment Pro to the relevant learners who need to complete the assignment. Admins can configure reminders, select learners, use auto-enrollment and filters, schedule the assignment, and reschedule it when required.

Access Publishing Options

1. In the Assignments list, hover over the three-dot menu under the ACTIONS column for the Assignment Pro you want to publish.
2. Click General.
3. The General section opens.

General

Set Reminders

Set reminders to notify assigned users or reviewers before the Assignment Pro ends.

1. Click Add a Reminder.
2. Specify the required Days, Hours, Minutes, and Description.
3. Click the tick icon to add the reminder.
4. A success message confirms that the reminder has been created successfully.

You can add multiple reminders for the same Assignment Pro.

To remove a reminder, click the Delete icon.

Publish

1. Click the Publish tab.
2. Select how you want to publish the Assignment Pro.

The following publishing options are available:

• Users – Publish the Assignment Pro to one or more users.
• Groups – Publish the Assignment Pro to one or more groups.
• Job Levels – Publish the Assignment Pro to one or more job levels.
• Job Role – Publish the Assignment Pro to one or more job roles.
• Role – Publish the Assignment Pro to one or more roles.
• By Excel – Publish the Assignment Pro in bulk using an Excel file.
• Auto Enrollment – Automatically enroll users based on defined conditions.
• All Users – Publish the Assignment Pro to all users.
• Publish All Filtered Users – Publish the Assignment Pro to all users who match the applied filters.

Publish by Excel

Use By Excel to publish the Assignment Pro to users in bulk.

1. Click Download Sample Format.
2. Open the downloaded Excel template.
3. Enter the required details and save the file.
4. Click Choose File and select the completed Excel file.
5. Click the relevant button to upload the file.

The supported Excel formats are .XLS, .XLSM, and .XLSX.

Note: The downloaded Excel template does not contain any data.

If the uploaded file contains new rows along with existing values in the email/username column:

• New rows are uploaded successfully, and existing values may be overridden.
• If existing data is updated along with new rows, both the new rows and updated existing data are uploaded.

Auto Enrollment

Use Auto Enrollment to automatically enroll users for the Assignment Pro based on specific conditions.

1. Click Auto Enrollment.
2. Click + Create Auto-Enroll.
3. Select the required option under Enrollment To.

The following enrollment conditions are available:

• New learner is added
  • Select Immediate or Custom.
  • If Custom is selected, specify the Start Day and Due By values.
• Learner is added to a group
  • Select the required group.
• Learner is added to a role
  • Select the required role.
• Learner is added to a job role
  • Select the required job role.
• Learner is added to a level
  • Select the required level.

Filters

Use the AND/OR Filters to refine the list of users based on multiple criteria.

The filters can be applied to fields such as First Name, Joined, Last Login, Reporting Manager, DOJ, and other available fields.

AND Filter

The AND filter displays users who meet all selected conditions.

Example:

First Name = "John" AND Joined = "2023"

This displays users named John who joined in 2023.

OR Filter

The OR filter displays users who meet at least one of the selected conditions.

Example:

First Name = "John" OR First Name = "Sarah"

This displays users whose first name is either John or Sarah.

Combining AND and OR Filters

You can combine AND and OR conditions to refine the search further.

Example:

(First Name = "John" AND Joined = "2023") OR (Last Login = "Last 7 days" AND Reporting Manager = "David Smith")

This displays users who either:

• Are named John and joined in 2023, or
• Logged in within the last 7 days and report to David Smith.

After setting the required filters, click Apply.

All Users

To publish the Assignment Pro to all users in the platform:

1. Enable All Users.
2. Continue with the publishing process.

Publish All Filtered Users

To publish the Assignment Pro to all users who match the applied filters:

1. Apply the required filters.
2. Enable Publish All Filtered Users.
3. Continue with the publishing process.

Schedule an Assignment Pro

1. Select the required users.
2. Click Schedule.
3. The Schedule an Assignment Pro window opens.
4. Specify the Start Date, Start Time, End Date, and End Time.
5. Click Enroll.
6. A success message confirms that the Assignment Pro has been published successfully.

Assigned Users

After publishing the Assignment Pro, use the Assigned Users tab to view the users to whom it has been assigned.

Reschedule an Assignment Pro

1. In the Assigned Users tab, select the required users.
2. Click Reschedule.
3. Specify the new End Date and End Time.
4. Click Update.
5. A success message confirms that the Assignment Pro has been rescheduled successfully.

Column Definitions: Assigned Users

Related Topics

• Assignment Pro
• Creating an Assignment Pro
• Reviewing and Evaluating an Assignment Pro
• Editing an Assignment Pro
• Unpublishing an Assignment Pro
• Bulk Upload Reviewers
• Deleting an Assignment Pro
• Assignment Pro Evaluation Criteria Calculation