Manually assign optional training

Learn how to manually assign optional training.

There are two ways to assign training to users through Ausmed, either automatically through a training plan or manually.  

Training that’s assigned manually may be optional or mandatory.

• Optional means the training is "recommended" or "suggested"; users can choose whether to complete it, and it doesn't count towards your organisation's compliance.
  
  • Optional requirements are created when optional training is manually assigned. Optional requirements contain information on who recommended the training, what training was recommended, and when it was recommended. 
• Mandatory means users must complete the training, which counts towards your organisation's compliance.
  • Compliance requirements are created when mandatory training is either assigned automatically through a training plan that is mandatory or manually. Compliance requirements contain information on who is required to complete the training, what they need to complete, and the timeline for this.

This article covers how to manually assign optional training. Click here to learn how to manually assign mandatory training. 

Part 1: How to trigger the manual assignment flow

You can trigger the manual assignment flow anywhere you can choose Assign Item.

Locations include: 

1. +Add button in the left side bar menu - choose this option if you want to assign multiple items to one or more users.
2. Ausmed Library or Your Library - choose this option if you want to assign a particular item to one or more users.
3. User transcript page - choose this option if you want to assign one or more items to a particular user. 
   
   

Part 2: How to configure assignment settings. 

Watch this video or follow the steps below to configure the assignment settings for optional training. 

Steps

1. Once you have triggered the assignment flow, search and select the title of the items from Your Library and the Ausmed Library you would like to assign. 
   

   Only published items in Your Library can be manually assigned. You can select to assign more than one item. 

2. In answer to the question "Do you require users to complete this item?", select "No, it is optional and does not count towards my organisation's compliance."
3. Decide if you would like to recommend users complete the item again, even if they've recently completed it (early recognition period):
   1. Select Yes, if you would like to recommend users complete the item again, or select No and indicate how recently completion should be recognised. 
4. Click Continue. 
5. Next, choose one of the following options for who to assign the item to:  
   1. All Users - select this option if you would like to assign the item to all active users in your organisation, then click Continue. 
   2. Teams - select this option if you would like to assign the item to users who belong to one or more teams, then click Continue to refine by users who belong to one or more teams.
   3. Job Roles - select this option if you would like to assign the item to users who belong to one or more job roles, then click Continue to refine by users who belong to one or more job roles.
   4. Individual Users - select this option if you would like to assign the item to particular users.

   You can only manually assign training to users whose account status is active.
6. Review the list of users you have chosen, select or deselect any users from this list, then click Continue. 
7. Click Assign Item to confirm. 
8. Next, click All Optional Requirements Report to view the optional requirements you just assigned, or Close to end the flow.