Platform Selector


Assignments

Assignments connect learners with content. One assignment can go out to any number of learners, giving them specific courses or other activities to complete by a certain due date.

Until an assignment’s start date, most details can be edited. The exception is the assignment’s learners. You cannot add or edit the learners of an assignment once it’s been created, even if the assignment has not yet started.

Note: Once an assignment starts, the only things you can change are the due date and reminder. If you want to assign new people, you’ll have to make a new assignment.

To begin, find Assignments in the sidebar.

This will take you to the Manage Assignments page where you can view and edit assignments. This page helps you keep track of what you’ve done in the past and what you’re planning to do next. From here you can create two types of Assignments: Quick Assignments and Automated Assignments.

Quick Assignment

    • You can create a

Quick Assignment.

     This is a simple manual process that relies on you selecting specific learners and giving them some basic training parameters such as a due date and an invite template.

Automated Assignment

    • If you’re ready to simplify your work in the long term, make an

Automated Assignment.

     This is more abstract than a quick assignment, but also more powerful. An automated assignment will find new learners and assign them according to rules you provide.

Deactivating Assignments

    • If you made an assignment by mistake or do not want an automated assignment to continue assigning new learners, you can deactivate an assignment. Steps on how to deactivate an assignment are outlined on the

Deactivating Assignments

     page.

 


Foundry

Foundry

To make an assignment:

  1. Go to the “Assignments” page from the left menu
  2. Click the red “Create Assignment” button in the top right corner
  3. Select either “Quick Assignment” or Automated Assignment”
    • Quick Assignment is a manually created assignment. Requires you to manually select learners and content.
    • Automated Assignment is an assignment that will automatically go to learners that fit criteria you setup.
  4. Choose the type of assignment you want to create below and follow the steps beneath it.

Quick Assignment

  1. After selecting Quick Assignment click “Create Assignment”
  2. Name the assignment
  3. Add Learning Activities (this is the course content)
  4. Add Learners
  5. Select an Invite Data and Due Date
  6. Select an Invitation
  7. Select a Reminder
  8. Click “Create Assignment” in bottom right corner

Automated Assignment

  1. After selecting Quick Assignment click “Create Assignment”
  2. Name the assignment
  3. Add Learning Activities (this is the course content)
  4. Add Learners
  5. Select an Invite Data and Due Date
  6. Select a Due Duration
    • This is how long the assignment will automatically be assigned out
  7. Select an Invitation
  8. Select a Reminder
  9. Click “Create Assignment” in bottom right corner

Adjusting the Due Date

To change the due date:

  1. Go to the Assignments page from the left menu
  2. Select the assignment you want to adjust
  3. Click Edit Assignment in the bottom right corner
  4. Go to the Scheduling section of the assignment
  5. Click the calendar icon in the bottom right corner and select the new due date
  6. Click the red “Update Assignment” button in the bottom right corner
  7. The new due date is saved

 


Higher Ed Partner Center

Homeroom

Please contact your Schools Manager to make an assignment.

Adjusting the Due Date

Due dates on Homeroom are set by the administrator in their communications to the learner.  To change the due date, you just have to let the learners know via email. There is no need to change the due date in the platform.

 


LawRoom

LawRoom

To make an assignment:

The Assign Course tool in the Course section of the EVERFI Admin Toolbox allows you to assign courses and send invitation notifications to one user or multiple users from your account at any time. Below is a video and step-by-step instructions on how to use this tool.

Step-by-step Instructions:

Assigning Courses and Sending Invitations

The EVERFI admin toolbox allows you to assign and send invitations for course assignments to users at any time through your admin account in a few simple steps. Below are step by step instructions on how to use this tool:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Course > Assign Courses
  3. This will open the ‘Assign Courses – Multiple Attendees’ tool so that you can assign to multiple users. If you need to assign a course to an individual user you will need to click the ‘Assign Courses for Individual Attendee’ in the upper right hand corner (see section below for individual assignment).

Choosing multiple users:

  1. Click on ‘Step 1a:  Show’ and choose the best option for your assigning needs
  1. Attendees – will allow you to choose from a list of all attendees in the account
  2. Locations – will allow you to assign to specific locations in the account
  3. Groups – will allow you to assign to specific groups in the account
  1. Depending on what option you choose in Step 1a other drop downs will appear with more options to help you narrow down your assignment group. Choose the options that best fit your needs for you current assignment.
  2. Once you have chosen all necessary details, a section titled ‘Step 2:  select courses to assign’ will appear with a list of available courses to assign (See ‘Choosing the course(s) and creating the invitation’ below)

Choosing an individual user:

  1. Click on the ‘Assign Courses for Individual Courses’ button in the upper right corner
  2. Use the drop down or search function to select the user that you want to assign to. When searching, it is best to search by last name, type all or part of the name in and click go, then you will need to choose the correct user from the filtered dropdown.

        

  1. Once you have chosen your user from the drop down, a section titled ‘Step 2:  select courses to assign’ will appear with a list of available courses to assign. (See ‘Choosing the course(s) and creating the invitation’ below)

Choosing the course(s) and creating the invitation:

  1. Go through and check the boxes next to the course(s) that you want to assign. You can choose as many or as few courses to assign at one time as you would like.

  1. Scroll to the bottom and click ‘Step 3’.
  2. A new section titles ‘Step 3:  review assignment’ will open, this is the list attendees that fit your assignment search criteria.
  3. By default this list will show everyone that falls within your search criteria. Anyone that has not taken the course will show with a green check mark next to their name and show anyone who has been assigned the course already with show with a red x. A green arrow indicates that you want them to receive an assignment, a red x or a blank box indicates that they will not receive an assignment. You can click on the box to change whether or not any individual will be included in your assignment.
  4. Click ‘Step 4’ to continue, this will open a new sections titled ‘Step 4: enter the start & due dates’

  1. Enter The Start date – this is the day the system will send the invitation email to the attendees with a tokenized link into their course, you may choose a future date as the start date if you so choose. You can enter the date manually using the xx-xx-xx format or just click the calendar icon and navigate to the date you want and click on it.
  1. Enter The Due date – The due date is to help create urgency around completing the course. Users still have access to the training past the due date, they just move into the status of “past due”. You can enter the date manually using the xx-xx-xx format or just click the calendar icon and navigate to the date you want and click on it.
  2. Click ‘Step 5’ to continue, this will open a new sections titled ‘Step 5:  Identify Contact & Sender’, which is where you will create and send your invitations to your users.
  3. Most information under ‘ADMIN CONTACT’ and ‘SENDER’ will come pre populated from the profile of the Admin assigning the training. You can edit these fields if you want someone else to be listed as the contact (for any questions) or as the sender of the email, keeping in mind any changes made will be for this assignment only. The email will come from our server but will be masked to show it was sent from whoever is in the sender field. If anything in these fields needs to be added or updated that you want to show automatically for future assignments that you make, you will need to reach out to your Customer Success Manager to have them update your profile in our system.

  1. The ‘EMAIL’ section is where you can customize the invitation that will be sent to your users. You have the ability to customize the subject and a personalized optional note (Max 1000 characters).

  1. You can use the “Preview Email” button to see a mockup of the template that the attendee will receive. Any optional note will appear right about the Courses verbiage. The template will automatically include the course name and the due date, a notice that the training is self paced and that they can stop and start at their leisure, It will list the contact field in case they have any questions and it will have both a hyperlink they can click on to get right into the course and their login and password in case they just wanted to log in directly.


Assign a Course from  List Tool

The EVERFI Admin Toolbox allows you to assign and send invitations for course assignments to users at any time through your admin account in a few simple steps. With our new Assign a Course from List tool, you can assign courses to a specified list of existing users.

Important Note: This tool will NOT add new users to your account. Users must already be added to your account in order for you to assign them a course using this tool.

Below are step by step instructions on how to use this tool:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Course > Assign a Course from List
  3. This will open the ‘Assign a Course from List’ tool

Choosing Attendee Type:

  1. Once in the tool, the first step is to choose the type of users for whom you will be making assignments; choose ‘Supervisor’ or ‘Non-Supervisor’
  2. You must make separate assignments to each group as the EVERFI course library aligns with user type (i.e. some courses are intended for supervisors)

Downloading the Template and Preparing the List:

  1. To begin, download the template spreadsheet you will need to use to compose your list of users by clicking on ‘DOWNLOAD TEMPLATE’
  2. Open the upload template spreadsheet and begin entering your user information. Some important things to remember when creating your list in the template:
  1. Please DO NOT modify the headers, remove any columns, or add any new columns to the spreadsheet.
  2. Clear all formatting from all cells after copying over information otherwise the upload tool will not accept the file.
  1. Note: As you prepare your list, please keep in mind that you are providing a specific list of users to assign to a specific course (or courses). If a user has already been assigned the course, and you do not wish to re-assign the course to them, you should not include them in your user list. This tool will NOT provide a step to review whether or not a user has already been assigned the course.
  1. If you utilize email addresses for your users (i.e. you provide email address during the upload/Add Attendee process), you will be prompted to input email addresses for your desired user list.

  1. If you do not utilize email addresses for your users (i.e. you do not provide email address during the upload/Add Attendee process), you will be prompted to input Employee ID numbers for your desired user list.

  1. Once you finish entering your list of user email addresses or Employee IDs, save your spreadsheet in xlsx format ONLY. Then continue to upload your users to your account.

Uploading your User List:

  1. Step 1: Click on ‘UPLOAD YOUR FILE’
  2. Browse for your spreadsheet file. Choose your file to begin uploading your users.
  3. If you have invalid entries, a window will pop up with the option to download them.

  1. We recommend you download the list and look at your invalid entries to evaluate what changes may need to be made to the user information you’ve entered.
  1. Step 2: There are two tabs with categorized entries that you can review before you move to the assignment step: Existing Users and Invalid Users. Existing Users will be the list of users to whom you will make the assignment.

  1. We recommend you review any Invalid Users to see if you need to make any changes to the user information you entered on your original upload spreadsheet.
  2. We also recommend you review any users in the Existing Users category to reconfirm their information.
  3. You can also choose to upload a new list if you’d like to revise the list of users.
  1. On the Existing Users tab, you will see a column labeled ‘Supervisor’ or ‘Non-Supervisor.’ The column name will match the type of attendee you chose earlier in the process.
  1. On the user list, you will see whether or not each of your users aligns with the selected attendee type.
  1. For example, if your selected attendee type is ‘Supervisor’ and you upload a list of supervisors, those users will have a ‘Yes’ in the ‘Supervisor’ column. If your list includes ‘Non-Supervisors,’ those users will have a ‘No’ in the ‘Supervisor’ column.
  1. Note: If your list includes both supervisors and non-supervisors, you will only be able to move forward with making assignments to users with the selected attendee type (see message below). The other users (i.e. users with the other attendee type) will not receive an assignment in the next step.

  1. Tip: If you are making the same assignment to a list that contains both supervisors and non-supervisors, you can repeat the assignment process twice using the same list. Upload your list, choose Supervisors, and move forward to make your assignment. Starting over, upload your list again, choose Non-Supervisors, and move forward to make your assignment.
  1. Once you are satisfied with your user list and are ready to move forward to make your assignment, click the “Next” button.

  1. Note: If you select a specific attendee type but do not include any of those attendees in your list (e.g. if you choose “Supervisor” but do not upload any supervisors), you will receive the following message when clicking “Next” to move to the assignment step: “Error: There are no users of selected attendee type.”

  1. You can choose to change the selected attendee type at this point in order to align with your user list, and then click “Next.”

Assigning Courses and Sending Invitations:

In the next steps, you will select which courses you want to assign, choose start and due dates for the assignment, and customize the email invitation for your learners. To review these steps in greater detail, refer to the User Guide above titled “Assign Course (and Sending Invitations).”


The EVERFI admin toolbox allows you to reassign and send invitations to users through your admin account. Below are step by step instructions on how to use this tool:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Course > Assign Courses
  3. This will open the ‘Assign Courses – Multiple Attendees’ tool where you can reassign and/or assign courses to multiple users. To reassign a course to an individual user click the ‘Assign Courses for Individual Attendee’ in the upper right hand corner (see section below for individual assignment).

Choosing multiple users:

  1. Click on ‘Step 1a:  Show’ and choose the best option for your assigning needs:
  1. Attendees – will allow you to choose from a list of all attendees in the account
  2. Locations – will allow you to assign to specific locations in the account
  3. Groups – will allow you to assign to specific groups in the account
  1. Depending on what option you choose in Step 1a, other drop downs will appear with additional options to narrow down your assignment group. Continue to choose the options that best fit your needs.
  2. Once you have chosen all necessary details, a section titled ‘Step 2:  select courses to assign’ will appear with a list of available courses to assign (See ‘Choosing the course(s) and creating the invitation’ below)

Choosing an individual user:

  1. Click on the ‘Assign Courses for Individual Courses’ button in the upper right corner
  2. Use the drop down or search function to select the user that you want to assign to. When searching, search by last name, type all or part of the name in and click go, then choose the correct user from the filtered dropdown.

        

  1. Once you have chosen your user from the drop down, a section titled ‘Step 2:  select courses to assign’ will appear with a list of available courses to assign. (See ‘Choosing the course(s) and creating the invitation’ below)

Choosing the course(s) and creating the invitation:

  1. Check the boxes next to the course(s) that you want to assign. You can choose as many or as few courses to assign at one time.

  1. Scroll to the bottom and click ‘Step 3’.
  2. The ‘Step 3:  review assignment’ section lists attendees that fit your assignment search criteria.
  3. A green check mark in a white box indicates attendees who have not taken the course. A red X indicates attendees who have previously been assigned the course. A green check mark in a yellow box indicates a reassignment (someone who has previously taken a course that needs to retake the course).
  4. To reassign a course, click the box with a red X to change it to a green check mark in a yellow box. This indicates that the course will be reassigned to the attendee. You can do this individually or in bulk. To reassign in bulk, click the green check mark in the yellow box in the “All Atts Reassign course” row located above the list of attendees and just below the “Step 3: review assignment” section header.
  5. Click ‘Step 4’ to continue, this will open a new sections titled ‘Step 4: enter the start & due dates’

  1. Enter The Start date – this is the day the system will send the invitation email to the attendees with a tokenized link into their course, you may choose a future date as the start date if you so choose. You can enter the date manually using the xx-xx-xx format or just click the calendar icon and navigate to the date you want and click on it.
  1. Enter The Due date – The due date is to help create urgency around completing the course. Users still have access to the training past the due date, they just move into the status of “past due”. You can enter the date manually using the xx-xx-xx format or just click the calendar icon and navigate to the date you want and click on it.
  2. Click ‘Step 5’ to continue, this will open a new sections titled ‘Step 5:  Identify Contact & Sender’, which is where you will create and send your invitations to your users.
  3. Most information under ‘ADMIN CONTACT’ and ‘SENDER’ will come pre populated from the profile of the Admin assigning the training. You can edit these fields if you want someone else to be listed as the contact (for any questions) or as the sender of the email, keeping in mind any changes made will be for this assignment only. The email will come from our server but will be masked to show it was sent from whoever is in the sender field. If anything in these fields needs to be added or updated that you want to show automatically for future assignments that you make, you will need to reach out to your Customer Success Manager to have them update your profile in our system.

  1. The ‘EMAIL’ section is where you can customize the invitation that will be sent to your users. You have the ability to customize the subject and a personalized optional note (Max 1000 characters).

  1. You can use the “Preview Email” button to see a mockup of the template that the attendee will receive. Any optional note will appear right about the Courses verbiage. The template will automatically include the course name and the due date, a notice that the training is self paced and that they can stop and start at their leisure, It will list the contact field in case they have any questions and it will have both a hyperlink they can click on to get right into the course and their login and password in case they just wanted to log in directly.


Occasionally it is necessary to unassign a course from a user or group of users. Below are step by step instructions on how to make an unassignment:

  1. Log into the EVERFI Admin Toolbox
  2. Click on Course > Unassign Courses

Unassigning courses for multiple attendees:

  1. Use the drop down or search function to select the options and date range that best fit your needs.
  2. Click ‘Step 2’
  3. A list of attendees with the courses available to be unassigned will appear for you to choose from.
  4. You can click the top green check mark to check or uncheck all names in the list at once
  5. You can choose to change all, or move down the list to uncheck any that you do not want included.
  6. Click ‘Step 3’
  7. This will open the ‘STEP 3:  Identify Contact & Sender’ tool, where you can choose to send an email update about the unassignment. If you choose yes, there will be fields for you to fill in and an optional note field just as there was on the original invitation tool. Verify and enter all necessary info here.
  8. Click ‘Preview Email’ to see what your email will look like before sending
  9. Click ‘Confirm Change’ to confirm the date change and send the email. If you chose No for the email above, you will just need to confirm the change and no email will go out.

Unassigning courses for an individual attendee:

  1. Use the drop down or search function to select the user that you want to view. When searching, it is best to search by last name, type all or part of the name and click go. You will then need to choose the correct user from the filtered dropdown.

        

  1. Select the date range that you want to view courses from for this user
  2. Click ‘Step 2’
  3. A list of courses assigned to your user that are available for unassignment will appear for you to choose from.
  4. You can click the top green check mark to check or uncheck all names in the list at once
  5. You can choose to change all, or move down the list to uncheck any that you do not want included.
  6. Click ‘Step 3’
  7. This will open the ‘STEP 3:  Identify Contact & Sender’ tool, where you can choose to send an email update about the unassignment. If you choose yes, there will be fields for you to fill in and an optional note field just as there was on the original invitation tool. Verify and enter all necessary info here.
  8. Click ‘Preview Email’ to see what your email will look like before sending
  9. Click ‘Confirm Change’ to confirm the date change and send the email. If you chose No for the email above, you will just need to confirm the change and no email will go out.

CampusClarity

CampusClarity

Create an Assignment

  1. Go to the Courses page in the left menu
  2. Select “Assign Courses”
  3. Select “Assign Courses for Individual Attendee”
  4. Choose the Attendee you want to make an assignment for
  5. The available courses are listed. Select the checkbox next to each course you want the attendee to have. A green checkmark will appear.
    • If you already assigned a course, a red x will appear
  6. Click the “Step 3” button in the bottom right corner when you are ready
  7. Choose the start and due dates for the courses
  8. Click the “Step 4” button
  9. Enter the Admin Contact for the course
  10. Enter the Sender Information of the course invitation
  11. Add an Optional note for the invitation email if you want to
  12. Click “Confirm Assign” in the bottom right corner

Reassign a Course

  1. Click the USERS  in the global navigation on the left.
  2. Click Manage Users.
  3. Select the users to whom you’d like to re-assign a course.
  4. Click the Assignment drop down and choose Assign Course.
  5. Select the course you’d like to re-assign.
  6. Set the following options:
    1. Assign into Year
    2. Select Courses
    3. Start/Invite Date (Courses require invite dates whether or not invite emails are sent by CampusClarity)
    4. Due Date
    5. Which invite to send if applicable
  7. Click Continue.
  8. Unselect any users you’d like to exclude from the assignment by unchecking the box to the left of the user’s name.
  9. Click Continue.
  10. If there are any users previously assigned to the selected courses, you can Close and Reassign or Remind them about their courses. (Note: You will have the option to skip if you don’t want to reassign or remind users)
  11. Click Yes, Let’s Go to assign the courses.

Unassign a Course

  1. Click the USERS  in the global navigation on the left.
  2. Click Manage Users.
  3. Click the Assignment drop down, choose Unassign Course.
  4. Select the course you’d like to un-assign.
  5. You can filter the user list by:
    1. Assign into Year
    2. Course status
    3. Invite Date
  6. Select the users for whom you’d like to unassign a course.
  7. Click Un-assign.
  8. Click Yes to upload/update the user’s or No to go back and make any necessary changes.