Create Recurring Assignments

Go to the PureSafety tab > Assignments.
Click Create.
Provide the information below, as needed. For more information about these options, see the Review Training Assignment Options topic.
1. Title. This field is required.
2. In the Assignment Type field, select Recurring Assignment.
3. Date and recurrence fields.
  1. Type the start date. This field is required. Click the drop-down arrow next to the month and year to see a list of months and years you can choose from.
  2. In the Time to Complete fields, specify how long an employee has to complete a certain assignment, for example, 10 days, 2 weeks, 1 month, 1 quarter, or 1 year.
  3. Select how often you want the assignment to recur and how many times it should recur. For example, you can select every 6 months and only twice (for 2 recurrences).
  4. Select an option in the Recurrence Type field:
    - The Recur based on Start Date option sets the recurrence timing based on the date the assignment begins.
    - The Recur based on Completed Date option sets the recurrence timing based on the date a trainee completes a recurrence.
      
      Note: Trainees who pass the course and trainees who fail the course receive the next occurrence of the assignment.
4. Check boxes:
  1. Assign to New Entrants. Check this box if the system should automatically assign this training to any employees added to the organization unit or group after the assignment is created.
    
    Check the Exclude Existing Members box in the People section if you want to exclude existing organization unit or group members from receiving the assignment.
    
    This options ensures that the training assignment is not given to existing members of the organization unit or group and is only given to new trainees from that point forward. The default is unchecked.
  2. Present diploma upon completion. Check this box if the system should present a diploma to trainees when they complete the assignment. Some assignments may not offer a diploma.
  3. Notify People upon start. Check this box if the system should send notifications to trainees on the day their assignment starts. This check box is available only if you have enabled the Receive Notifications client setting.
  4. Notify People upon completion. Select this option if the system should send notifications to trainees when they complete the assignment.
  5. Notify People when overdue. Select this option if the system should send notifications to trainees when the assignment is overdue.
  6. Notify People upon deletion. Select this option if the system should send notifications to trainees when their assignment has been deleted or when training is removed from an assignment.
  7. Notify People upon removal. Select this option if the system should send notifications to trainees when they have been removed from their assignment.
  8. Notify People upon update. Check this box if the system should send notifications to trainees when an assignment's start and end dates are edited.
  9. Overdue Notification once in two weeks. Select this option if the system should send notifications to trainees on the 15th and on the last day of every month while their assignment is overdue. This setting is not based on the date when the assignment became overdue.
    For example, if you select this option on the 13th, all trainees who are overdue on the assignment will receive an email notification on the 15th, regardless of how long they have been overdue.
5. Training section. Search, select, and add desired training. See the Create Training Assignments topic for information about how you can select records in the Training section.
6. People section. Add or remove employees, organization units, or groups from the assignment. See the Create Training Assignments topic for information about how you can select records in the People section.
Click Create to create the assignment.