- Log in.
- Go to the “Administration” tab.
- Under “Quick Links”, click “Assign Online Training.”
- This opens the list builder page. There are 2 ways to build a list:
A) By Sites, Profiles, Departments, &/or Roles:
- Using the available drop downs, select one or more Departments, Sites, Profiles, or Roles to assign training to.
- Click “Search Now” to display all users you have selected.
- You can uncheck any individuals you would like to leave out.
- You can save this specific grouping of users and give it a name.
- You may click “save and add more users” to do so.
- If you are happy with the list, click “save and continue”.
- This allows you to audit the list one last time.
- Click “Continue” if you are happy with the list.
- This takes you to the assignment page.
B) By Individual:
- Search users by first name, last name, or email address by using the “Search by Name” button.
- The results will appear below the search bar.
- Click the user’s name.
- This adds the user’s name to the box below the search bar.
- There is a red “X” to the left of the name—click this “X” to remove a user from the list.
- You may continue to build the list.
- Click “Continue”.
- This page allows you to audit your list on the right and add more users on the left.
- When you are happy with your list, click “Continue”.
- This page is your final list—you may audit as needed.
- Click “Continue”.
- This takes you to the assignment page.
Continuing the Assignment Process:
- Once you reach the assignment page, a list of available training modules will appear by category–Tick the box(es) next to the training you’d like to assign.
- A due date of two weeks from the current date will auto-populate. You may enter a different date.
- After selecting training modules, scroll to the bottom and notice two options to “Assign the module again” or “Do NOT assign the module again”. Choose which best suits your scenario.
- Some modules may only need to be taken once. Other modules may need to be taken on a reoccurring basis.
- If you select “Do NOT assign the module again”, then the system will only assign the module to those in your list who have never taken it before.
- If you select “Assign the module again”, then the system will assign the module to all users in your list regardless of whether they have previously completed the module.
- Click “Assign Modules”.
- You will see a confirmation that the training has been assigned, including the number of assignments made.
The number of modules assigned is not what I expected–What now?
For more information on this topic and other How-To’s, please log in to your Britteam Account and visit the How-To Guide. You can find this guide by clicking on your “Training” tab. Then, click on the “How to Use the BRIT Team Platform” link on the left column menu.