Assigning Courses & Tracking Completion

Assigning Courses

Managers assign courses from Learn. A course must be published before you can assign it. You can target learners several ways:

• By role — everyone with a given role
• By location — everyone at a site
• To a person — a specific learner
• By Segment — a reusable, saved group of people
• Via an Onboarding Path — a set of courses auto-assigned to new hires

Set a due date when you assign, so learners see the deadline in My Training.

Tracking Completion

The compliance dashboard shows how training is going across your operation:

• Completion % broken down by course, role, and location
• Overdue items flagged so you can see who's behind
• Bulk remind to nudge everyone who's late in one action
• A per-person drilldown to see exactly where an individual stands
• Reset attempts for a learner who needs another try at a quiz
• CSV export of completion data (on web)

Web vs. iOS

Managers can assign and track on both web and iOS. The CSV export is a web action. Remember that course authoring (building the lessons and quiz) is web-only, but assigning and tracking work on both platforms.

How It Connects

Publish a course
  -> Assign by role / location / person / segment
  -> Learners see it in My Training with a due date
  -> Compliance dashboard tracks completion %
  -> Bulk remind anyone overdue

Tip

Assign by role rather than picking people one by one — new hires in that role get the course automatically, and you don't have to remember to add them.