How do I manually assign a lesson to a user?

Getting started

To manually assign a Lesson, you have two options:

• Option 1 - Assign a lesson as an Action created within a 1-to-1 meeting.
• Option 2 - Assign a lesson as an Action via the menu.

Please Note: In order to create and assign actions, you will need the permission: Facilitate 1-to-1s & actions

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 of all, 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 by selecting to add an action from the menu

Navigation prompt

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

By following the navigation prompt, you'll be directed to an identical version of the Create action screen referenced above.