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How Do I Manually Assign A Lesson To A User

Written by Alex Richards

How do I manually assign a lesson to a user?

Required Feature Flags

The following feature flags and permissions are required to use this feature:

Feature Flag

Technical Name

Description

E-Learning

feature_elearning

Enables the eLearning module so lessons can be created and assigned

1-to-1s

feature_one_to_ones

Enables 1-to-1 meetings and actions, the mechanism used to assign lessons

Required Permissions:

  • Facilitate 1-to-1s (one-to-ones.facilitate) β€” lets you set up and manage 1-to-1 meetings and create actions that assign lessons

  • Manage Lessons (elearning.manage-lessons) β€” required for the lesson author to make lessons available to assign

Getting Started

To manually assign a Lesson, you have two options:

  • Option 1 β€” Assign a lesson as an Action created within a 1-to-1 meeting.

  • Option 2 β€” Assign a lesson as an Action via the menu.

Please note: To create and assign actions, you'll need the Facilitate 1-to-1s permission.

Option 1: Assign a Lesson Within a 1-to-1 Meeting

During the process of managing a meeting, or at any time before the meeting is complete, click the Actions link in the left-hand-side meeting agenda menu, and you'll be taken to the Actions section of the meeting.

Here, you can create an action which assigns a lesson to the user.

If the E-learning module is activated on your account, you'll see the following options. First, choose Action template > Assign Lesson. You'll then be able to select a lesson from the resulting drop-down list.

Option 2: Assign a Lesson From the Menu

Navigation Prompt

Go to ACTIONS & 1-TO-1 > click New Action

You'll be directed to an identical version of the Create action screen referenced above.

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