You may need to edit assignments after creating them. The change you can
make are listed below.
- You can edit the assignment title to correct typos or clarify
titles.
- You can edit the assignment start and end dates.
- This applies only to one-time assignments and
one-time series. You can change the start date to a past date for
assignments that are in progress or have been completed. For example,
you can take advantage of this option if you assign several assignments
to your employees on April 2, then create another assignment on April
15, and want it to be on the same timeline as the other assignments. In
this case, you can set its start date in the past, for April 1.
- You can change an assignment’s start date to a later
date as long as the new date is not later than the end date. You can do
this for certifications only if none of the trainees have started the
certification.
- You can change an assignment’s end date to an
earlier or later date.
- You can add training to and remove it from assignments that are in
progress as long as the assignment end date has not passed.
- You can remove trainees from in-progress assignments.
- You can excuse trainees or mark them complete at any time for
in-progress assignments.
-
Go to the and select an assignment.
-
Click Open or
double-click the training unit name.
The system displays the
details of the assignment.
-
In the Actions menu, click Edit.
-
Make changes to the assignment. For more information about the options in an
assignment, see the Review Training Assignment Options topic. For example, here
are some changes you can make:
-
Update the title. You can easily correct
typos or clarify titles after creating assignments, as needed.
-
Edit the start and end dates, if this
option has been enabled at your organization. For information about this
option, see the CanEditAssignmentStartorEndDate topic.
-
Edit the Present diploma upon completion
check box.
- Select the check box to allow administrators
and trainees to print diplomas for this assignment after
trainees complete it.
- Clear it if you don't want trainees to have
diplomas for this training.
-
Enable automatic notifications based on
changes to this assignment.
- Check the appropriate boxes to enable
automatic notification options.
- Clear the check boxes to disable these
options.
-
Add training. See the Create Training
Assignments topic for information about how you can select records in
the Training section.
-
Remove training:
- In the Training section, select the training
to be removed.
- Click Remove.
-
Add trainees. See the Create Training
Assignments topic for information about how you can select records in
the People section.
-
Remove trainees:
- In the People section, select the person to
be removed.
- Click Remove.
-
Click Save.
UL EHS Sustainability recommends that you do not edit
the start and end date after an assignment begins. These changes could cause
inaccurate completion percentages in reports.