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Course "Assignments" vs "Enrollment"

  • May 23, 2024
  • 2 replies
  • 127 views

MichelleW
Novice II
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Hi Everyone! Newbie here! 

My manager is asking me to track the training “assigned” to new customers. The thing is, we “enroll” all customers in a few learning plans to have as a resource. Is there a way to actually assign specific courses that they must complete… so that I can track that? Would really appreciate any help! 

Best answer by lrnlab

Are you looking to assign everything via the learning plan or only individual courses? 

The latest LP update now allows you set what courses are mandatory vs optional in the LP...maybe that would be helpful?

As for reporting, sadly the LP report does not show all the details you would want to see so I usually pull the LP report + the Users Courses report and then do some LOOKUPs on excel to see the details for each user…

Is that what you need?

2 replies

lrnlab
Hero III
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  • Hero III
  • Answer
  • May 23, 2024

Are you looking to assign everything via the learning plan or only individual courses? 

The latest LP update now allows you set what courses are mandatory vs optional in the LP...maybe that would be helpful?

As for reporting, sadly the LP report does not show all the details you would want to see so I usually pull the LP report + the Users Courses report and then do some LOOKUPs on excel to see the details for each user…

Is that what you need?


MichelleW
Novice II
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  • Author
  • Novice II
  • May 23, 2024

Yes! That would work! That you!!!