Individual Bulk Training Management

How to bulk manage trainings for an individual learner.

Managing an individual learners trainings in bulk from their learner details page

Overview

The Individual Bulk Training Management feature in Affinity's LMS is designed to streamline the process of managing and assigning multiple training modules to a single learner. This feature is particularly useful when a learner requires a comprehensive training plan or needs to catch up on multiple courses. With this feature, administrators can efficiently assign, manage, and monitor the training progress of individual learners, ensuring that they stay on track with their learning objectives.

Key Features

1. Bulk Assignment of Trainings:

   • Assign Multiple Trainings: Quickly assign multiple training modules to a single learner in one go.

   • Override Due Dates: Optionally, override the due dates of the selected trainings to align with specific timelines.

   • Create New Training Instances: Create new instances of training modules if they are not part of the learner's current assignments.

2. Training Management Interface:

   • Learner Dashboard: View and manage all assigned trainings for an individual learner.

How to Use Individual Bulk Training Management

1. Accessing the Learner's Training Management Page

Step 1: Navigate to the Learner's Profile

• Select Learner: From the main dashboard, locate and select the learner for whom you want to manage training assignments.

• Access Training Management: Once on the learner’s profile, navigate to the training management section where all current assignments are displayed.

Step 2: Review Current Assignments

• View Assigned Trainings: The learner’s current training assignments are displayed in a table format, showing course names, due dates, status, and whether the training is required.

2. Bulk Assigning Trainings to a Learner

Step 1: Open Bulk Assign Trainings

• Click "Bulk Assign Trainings": On the learner’s training management page, click the "Bulk Assign Trainings" button to open the bulk assignment panel.

Step 2: Configure Training Assignment

• Assign or Create: Choose whether to assign the learner to existing training instances or create new ones.

  • Assign to Existing Trainings: This option will include the learner in training modules that are already assigned to others.

  • Create New Training Instance: Use this option if the training module needs to be set up specifically for this learner.

Step 3: Select Trainings

• Choose Trainings: Browse or search through the available training modules, selecting the ones you wish to assign to the learner. You can filter trainings by categories or use pagination to navigate through a large list.

• Override Due Date (Optional): If necessary, select the option to override the due dates for the selected trainings to better fit the learner’s schedule.

Step 4: Assign Trainings

• Final Review: Ensure all selections are correct, then click "Assign" to bulk assign the chosen trainings to the learner. The learner will be notified of the new assignments.

Monitoring and Follow-Up

• Progress Tracking: After assigning the trainings, monitor the learner's progress through the learner dashboard. You can view the completion status of each training module and take appropriate action if necessary.