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Admin: Bulk Assignments

Ali Kemal Tanriverdi edited this page Aug 27, 2021 · 2 revisions

Bulk Assignment is used for mass assignments. For example, you can create a bulk assignment rule to assign a training to all of the members of a group. By doing this, you won't have to assign those users one by one, but instead, it lets you to make mass assignment. In order to make a bulk assignment, firstly, you need to have a sufficient administrator privilege for assignment and create rules for your assignments. For example, you can assign a training module to a group and you can also set a rule if a new member is added to a group they will also be assigned to that assignment or you either choose to assign later to users at a certain time that you specified.

In order to activate the auto assign a newly added member to a group assignment you need to check 'Auto Assign' in your bulk assignment 'Configure' section. By clicking Test Run you can see the result of your job without actually running it, so when you set an auto assignment rule you'll be able to see the result of it before it runs. 

Your job will only run if either you choose auto assign which is going to be run every time a group member is added unless you checked for later assignment date or press 'run' for your selected bulk assignment rule.

Create New Bulk Assignment

Creating a new bulk assignment by simply naming and giving a description. The clearer description you provide, the better the user of this rule will understand the role, capability and other jobs of this rule.

Edit Description

Editing a new bulk assignment by simply naming and giving a description. The clearer description you provide, the better the user of this rule will understand the role, capability and other jobs of this rule.

Configure

You can set your rules for your bulk assignment in this section. You can use the information provided below as a reference point for your usage.

Module To Assign: Select a module version

Due Date Date Format

Fixed Date: User sets a fixed due date

Days From Today(or Assignment Date if assignment is set for a later date)

Auto Assign: Use this option if you want auto-run this rule whenever group memberships or user attributes change

Assign Later: Use this option if you want assign later with this bulk assignment rule

GLOBAL AND/ OR: To set a global query condition

AND / OR: To set conditions for bulk assignment

Bulk Assignment Test Run Example:

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