You can create assignments for entire audiences and/or individual learners. Audiences are comprised of learners who have a defined set of user attributes. When you assign user attribute values to learners, they are automatically added to one or more audiences if the assigned user values match the audience definition.

Site Admins can create assignments for any audience or learner in Percipio. Learning Admins (and Managers with Assignment privileges) can create assignments for their audiences and the learners within their audiences.

Example

Example:
1. Your organization has an audience called New Hires, which contains a user attribute called new_hire. This user attribute has two values: true and false.
2. The New Hires audience includes those users with the new_hire user attribute set to true.
3. You want to create an assignment specifically for the New Hires audience (new_hire = true).
4. When a new user is added to your site, with a new_hire user attribute set to true, they automatically becomes a member of the New Hires audience, and receives the assignment created for that audience, with the relative due date set in the assignment.

To create a new assignment

1. From the Admin menu, select LEARNING > Assignments. The Assignments page displays.
2. Select New Assignment. The New assignment page displays.



Note: To create an assignment in a different language, select that language from the language drop down next to My Profile. The admin interface will change to that language. You can then specify all relevant assignment information in that language including selecting localized content.
3. Enter the Assignment name.
4. Using the drop-down list, associate a Business Objective with the assignment.
   This association is used to build alignment metrics for your organization. These metrics are available from the Assignments dashboard.
   
   Available Business Objectives

   • Cost control: Formal and informal efforts made by managers to monitor, evaluate, and reduce expenditures.
   • Customer satisfaction: Efforts focused on increasing the number of customers whose reported experience with a firm, its products, or its services exceeds specified satisfaction goals.
   • Employee engagement: Quality and quantity of discretionary effort employees are willing to apply to the organization and its goals.
   • Revenue Growth: Efforts designed to increase the revenue an organization derives from its products and services to customers.
   • Innovation: The creation and capture of new value in the marketplace, including new products and services
   • Operational effectiveness: Practices that enable the organization to better utilize its operations resources and better implement its processes and procedures
   • Quality: Improvement in the quality of products and services produced and delivered by the organization
   • Workforce productivity: Amount and impact of work delivered by an employee or group of employees in a specific period of time.
5. Enter an Assignment description. This displays to your learners in the assignment details.
6. Select a Duration.
Specific date
If you add a user or audience to this assignment while it is in an In Progress status, those learners must complete the assignment by the specified End date. If you want all users to have the same number of days to complete an assignment, regardless of when you add them to it, use the Number of days option.
Start, end, and completion dates are in GMT.
1. Enter a Start date.
2. Enter an End date.
Note: If a learner is added to an audience with an assignment that has a specific end date, and that end date has passed, the learner will receive the assignment as overdue in their assignment list. To avoid this scenario, you can change the end date or archive the assignment.
Number of days
If you add a user to an assignment (or if you add a user to an audience with the assignment), they receive the assignment with a relative due date. See the note in step b.
Start, end, and completion dates are in GMT.
1. Enter a Start date.
2. Enter the number of Days to complete.
Note: Days to complete is calculated for each user based on the day the user is added to the assignment or an assigned audience. For example, if you create an assignment October 1 and set the Days to complete to 15, the due date for the users and audiences is October 15. If a new user is added to the audience on October 5 (when the assignment has a status of In Progress), her due date is October 20.
7. Add users and audiences to the assignment.

   You can add users in one of two ways, by selecting them or via a bulk add using a CSV file.

   To add users or audiences:

   1. Select Add users and audiences.
   2. In the search field, enter the name of an audience or individual learner.
   3. Select .
   4. Locate the audience or learner you want to assign the content to and select . If you select audiences instead of individual users, then users automatically get added to and removed from an assignment based on the values in the user attribute set in the audience.
   5. Repeat these steps until you've added all learners and/or audiences.
   6. Select Add to this Assignment. The Edit Assignment page displays.
      Note: If you remove a learner from an audience that has an assignment and the learner has not completed the assignment, the assignment no longer displays for the learner in their assignment list and they no longer show in assignment reports. If you remove a learner from an audience that has an assignment and the learner has completed the assignment, the assignment remains in their assignment list and their completion remains in assignment reports.

   To bulk add individual users using a CSV file:

   1. Select Bulk add individual users.
   2. Select to Download template CSV file. The template contains three columns:
      • email: the email of the user as specified in the Percipio user record.
      • loginName: the Login Name of the user as specified in the Percipio user record.
      • externalUserId: The User ID used to identify a user inside Percipio.
   3. Include user data in one of the three columns and remove the other two unused columns.
   4. Save and select the one-column CSV file for import.
   5. Select Add user(s).
8. Add content to the assignment.

   Before you add content, select how you want the content to behave within the assignment. You have two options:

   • Content items must be completed in the display order specified: To enforce a specific order of content, select this option. When you select this option, learners cannot access content out of the specified order. They must complete each piece of content before the next, in accordance with the set completion criteria. See Completion Settings for more information about setting course completion criteria. See Complete your Content for each asset type's specific completion criteria requirements.
   • Require learners to complete all courses from the beginning: When selected, learners must restart from the beginning any previously completed Skillsoft courses that are part of the assignment. Previous course completions will not count towards the assignment completion when this option is selected.

     This setting does not apply to other content types within the assignment. If learners have any progress or completions for other content types such as books or videos, the learner's previous progress or completion does count toward the assignment completion.

     If unselected, learners previous course completions do count toward assignment completion.

     You cannot change this setting after you launch the assignment.

   Note: When choosing content to add to an assignment, you can choose content from all license pools installed on your site. If your users do not have access to a content item because their audience is not associated with the appropriate license pool, they see the item in the assignment and cannot launch it. They also cannot complete the assignment.

   1. Select  Add Content.
   2. In the search field, enter keywords or titles of the content you want to include, then select the magnifying glass  or press Enter.
   3. Select  next to each piece of content you want to add to the assignment.
   4. Repeat these steps until you've added all the content. You can add a maximum of 100 total items.
      Note: You can add instructor-led training (live course) to an assignment. The learner must register for the class that best meets their schedule, attend the class, and achieve a passing score to achieve completion.
   5. Select Add Content. The Edit Assignment page displays.
   6. Drag and drop the content into the order you want it presented to the learner. Alternatively, use the arrow buttons to move content up or down the list.

   If you selected the Content items must be completed in the display order specified option, learners must complete each item in the order presented here.

9. Select Next: Notify users. The Notify Users page displays. If you want to send assignment emails, set the Send an assignment email toggle to On, and then you can customize your email. You can leave the toggle set to Off if you don't want to send the emails.



10. Select one of the following options:
• Save assignment: Saves the assignment, places it into a Draft status, and returns you to the Assignments page. You can modify this assignment later.
• Launch assignment: Places the assignment into one of the following statuses:
• If the Start date is today, the assignment is placed in an In Progress status and the assignment is immediately available to your learners. The email with the assignment details sends at the date and time you specified in step 9. Modifications to the assignment content cannot be made, but you can add a user to the assignment.
• If the Start date is in the future, the assignment is placed in a Scheduled status and the email, if enabled, sends at the date and time you specified in step 9. You can make modifications to all aspects of the assignment until the Start date.

Also, assignments with the same due date are listed by when the assignment is launched, in ascending order, on a learner's assignments page and on the home page.