To assign a course to an individual, first find the course in the Author section of SafetyNow. You can search for the course, or browse through the entire list.
Once you’ve found the course, click on the title of the course to be brought to this screen:
Click on Learners and you will be presented with a list of everyone already enrolled in the course. To enroll a new person, click on + Learner in the upper right, and type their name into the box that appears. Once you find the person you are looking for, click on their name in the dropdown.
If you have notifications on, that person will receive an email notifying them of the assignment. In any case, they can now log in to take their course.
Courses can be assigned individually, or they can be assigned to groups of people. Assigning courses to a group can be incredibly useful in building a curriculum. When you assign a course to a group, that assignment will “stick” and anyone added to the group will automatically get the course. This can be used to create a curriculum for different groups without having to assign the courses to each individual.
Before assigning courses to a group, you’ll have to create at least one group first.
There are two ways to assign courses to a group: by individual course, or through the groups menu.
Assigning individual courses
The first way is to pick a course, and then assign it to a group. Start by going to the Author tab from the Application Switcher and searching for the course you need. From there, click on the Groups tab, as pictured below:
Once on the Groups tab, click on the +Group button in the upper right.
This will open up a window allowing you to search for an existing group. Type in the beginning of the group name and it will automatically pop up below. Click on that group to add it. You’ll then decide a relevance by clicking on the dropdown on the right side. If you want them to take it, then change this to Required. Finally, click Save.
You can see these steps in order below:
And that’s it! Any time someone is added to the group, they will get the course you just assigned to that group.
Assigning through the Groups section
Instead of assigning individual courses to multiple groups, you can instead go to an individual group and assign courses that way.
To start, go to the Admin section under the Application Switcher. From there, click on Users & Permissions, and in the sub-menu that appears, click on Manage Groups.
In the list of groups that appears, click on the name of the group you want to assign courses to. From there, you’ll be brought to a page showing all the members of the group. To start assigning courses, click Relevant Content at the top. To assign a course, click +Content in the upper right.
In the new window that opens up, you can start adding courses, or any other type of content. Just type the beginning of the name to search, then click on the appropriate course. That will add the course to that group, just like if you’d gone to the course and added the group that way.
This view also allows you to see what’s already been assigned to the group in case you need to change it.
After assigning a course, you may need to change the due date, remove a learner from a course, or even pass a user for a certain course. Click any of the below links to jump straight to the section for the change you need to make:
- Change the Due Date
- Pass or Reset a learner
- Set the completion Score
- Change the expiration date
- Remove a learner
Getting Started
To make any changes, you’ll need to find the course. First, go to the Author tab and search for the course you wish to preview. Once you find it, click the name of the course to be brought to the main course page. From there, click Learners.
You’ll see your list of learners, and from there you can start making changes.
Change the Due Date
To change the due date, simply click on the number of days due in the Due Date column, as pictured below:
Once you’ve clicked it, you’ll get two options: No due date and Pick a date.
Clicking No due date will change it so the user won’t have any particular date that they need to take it by. They will not show up as overdue on reports, or get emails about being overdue.
Clicking Pick a date will let you pick a specific date on a calendar. The new due date will show up once you have chosen a particular date.
This will only apply to the single user you clicked, so if you need to make more changes, you’ll need to do it for each learner individually.
Pass or Reset a learner
If a learner has not completed a course, you can manually pass them. This will set their status to Complete and use today’s date as the passing date. To do so, click the circle in the progress column for a user who has not passed the course yet, as pictured below:
Once you click the circle, just click the option to “Mark Complete.”
You can also reset a learner back to the beginning of a course, if they are in progress or have completed it. To do so, click the partially filled circle or check mark for a user (pictured below), and then click Reset Progress.
If a learner was in progress, then they will have to take the course from the beginning. If they had completed it, it will remove their certificate and they’ll have to complete it again.
Set the Completion Score
In the screenshot above, you can see that the SafetyNow account passed the course with 100% on the quizzes. You can change this simply by clicking the score and typing in a new number. It’s as simple as that!
Change the Expiration Date
Not all courses expire, so this may not apply to you. If your course is set to expire, you can change the date to whatever you want it to be. To do so, just click the expiration date in the Expires column, pictured below:
This will bring up a calendar where you can choose a new expiration date.
Remove a Learner
If a learner is required to take a course, i.e. they did not sign up for it themselves, and they have not completed it yet, you can remove their enrollment. This is as simple as clicking the X in the final column, as pictured below:
