Managing Trainings for a Team
Auzmor has introduced the ability to manage trainings assigned to a team directly from the teams' profile page. The admins and managers of a team can now view, add and remove trainings for a team and its members from the profile page itself.
What will you be able to do?
With this, you will be able to:
- view all trainings that have been assigned to a team from the team's profile
- add multiple trainings to a team from the team's page
- select and remove multiple trainings for a team
- choose the users you want to retain and/or remove when removing trainings from the team
- choose the users you want to retain and/or remove when removing a team from individual trainings
- review and choose which of the trainings should be assigned to new members being added to the team
How to add multiple trainings to a team (for admins and primary admins)
When you're logged in to Learn's admin view, you'll be able to manage a team's trainings by doing the following:
- Step 1: Open a team's profile.
When you open a team's profile, you'll find the "Trainings" tab.
- Step 2: Click on the "Trainings" tab within the team's profile page.
You'll see a list of all the trainings that have been assigned to the team (if any). You'll also see a "+" option on the bottom right.
- Step 3: Click on the "+" icon to add more trainings to the team.
When you click on the icon, you'll see a popup that lists all the trainings available for assignment. These trainings will be segregated by training type. You can find specific trainings that you're looking for by searching and/or filtering through the list.
- Trainings that are already added will be denoted as such in the list.
- You will not be able to select trainings which have fewer available seats
than the number of team members.
- Step 4: Select the trainings you want to add to the team and click on the "Add To Team" button.
The training will be assigned to the team and all its members. You will also be able to view the logs to track the assignment status for the team and all its members.
How to remove multiple trainings from a team (for admins and primary admins)
When you're logged in to Learn's admin view, you'll be able to remove trainings by visiting the "Trainings" section within a team's profile page. When you're on that page, here's what you need to do:
- Step 1: Select the trainings you want to remove.
You'll see options to execute bulk operations at the bottom of the page as soon as you make the first selection.
- Step 2: Click on the 3-dot menu and then click on "Remove."
You will get a list of all the members of the team who have been assigned any of the selected trainings through the team. If you click on "Continue," the selected users (by default: all) will be unassigned/removed from all the selected trainings.
However, you can intervene and deselect the users for whom you want to retain the trainings.
- Step 3: Click on the "Remove Trainings" button.
All the selected trainings will be removed from the team and its unexempted members.
Note:
- All the members that are listed in the pop-up will be selected by default.
- The members who were deselected will remain assigned to the training;
however, their assignment through the team will be removed.
- Members who have already completed the training will remain assigned
to the training; however, their assignment through the team will be removed.
You can also remove individual trainings by clicking on the 3-dot menu against each training and selecting the "Remove" option.
How to manage assignments for people being added to teams (for admins, primary admins, and managers)
When you add people to a team, you can specify the trainings you do or do not want them to be assigned to by following the below steps:
- Step 1: Click on the "+" button on the "People" tab of the team profile page to add members. You'll see a popup that lists all the members of the organization who can be selected and added to the team.
- Now click on "Add Members" button and proceed to add the selected users to the team. Doing this will assign all the trainings assigned to the team to the newly added members as well.
- Alternatively, if you want to customize the training assignments that occur for the members being added, you can click on the "Review Assignments" option on the popup.
- Step 2: When you click on "Review Assignments", you will see a list of all the trainings that have been assigned to the team. If you click to continue as it is, the selected trainings (by default: all) will be assigned to all the members being added to the team. However, you can intervene and deselect the trainings that you do not want to assign to the new members.
- Step 3: Click on "Confirm" after you've deselected the trainings as needed. Click on "Add Members" to add all members to the team and have the selected trainings assigned to them.
The new members will automatically be assigned to all the trainings that
the team is assigned to.
Alternatively, you can also choose what team trainings get assigned to members while adding users to multiple teams as a bulk operation. Here's what you need to do:
- Step 1: Select the users who you want to add to one or more teams from the "People" page. You'll see options to execute bulk operations at the bottom of the page as soon as you make the first selection.
- Step 2: Click on "Add To" and then select "Existing Team."
You'll then see a list of teams present on the platform. You'll be able to select multiple teams to which you can add the previously selected users. When you select teams, you'll see the"Review Assignments" option on the pop-up.
- Now click on "Add Members" button and proceed to add the selected users to the team. Doing this will assign all the trainings assigned to the team to the newly added members as well.
- Alternatively, if you want to customize the training assignments that occur for the members being added, you can click on the "Review Assignments" option on the pop-up.
- Step 3: When you click on "Review Assignments," you will see a list of all the trainings that have been assigned to each of the selected teams. If you click to continue as it is, the selected trainings (by default: all) will be assigned to all the members being added to the team. However, you can intervene and deselect the trainings that you do not want to assign to the new members.
- Step 4: Click on "Confirm" after you've deselected the trainings as needed. Click on "Add Members" to add all members to the selected team and have the selected trainings assigned to the members.
This operation will not affect the trainings assigned to the teams; the trainings
will be assigned to users through the teams that they were assigned to.