To assign individual learning (course or packet) to a learner (staff or provider), follow these steps. For more information on how to add learning to the system, see Creating Learning-Courses and Creating Learning-Course Packets.
Option 1: From the Learner’s Row
- Navigate to Learning on the left side of any RFX screen.
- Find the learner you want to assign the course to.
- Click the white Actions button in the learner’s row and choose the appropriate option.
Option 2: From the Learner’s Profile
- Navigate to Learning on the left side of the RFX screen.
- Find the learner and click the View button next to their name.
- On the learner’s page, click the Learning tab.
- Click the Course Actions button on the right side of the page and select the desired option.
Types of Learning:
- Individual Course
- Course Packet
To assign a course or packet, type in the name of the course or packet created in the system. Then, set the due date for the course or packet. Adding comments is optional. Once ready, click Request Course/Packet.
The learner will receive an email with instructions to complete the course through their portal (see Completing Learning)
Once assigned, the course or packet will appear under the Pending section in the learner’s Learning tab.
For more details on how to manage the learning after it’s been assigned, refer to Managing Individual Learning.