Quick Answer
To enroll users into a Learning Path or course, open Assignment Management in the Pinnacle Series Admin Portal, select Assign New → Content, queue the Learning Path(s) or course(s), add the users, configure the due date and notification options, and select Assign.
What This Article Helps With
- Enrolling individual users or a group of users into a Learning Path or course
- Setting a due date for an assignment
- Sending enrollees an email notification for a new assignment
- Excluding users who have already completed the assigned content
- Assigning an Assignor to an assignment for later filtering
You need sufficient permissions assigned to your Pinnacle Series account to access Assignment Management and enroll users into Learning Paths or courses. Contact your Pinnacle Series administrator if you do not have access to this area.
How to Enroll Users into a Learning Path or Course
- Open the Assignment Management area of the Pinnacle Series Admin Portal.
-
Select the green Assign New button in the top right of the Assignment Management page.
- Select Content from the dropdown menu.
- Use the filters on the left (Publisher, Libraries, Topics, Keywords) or the search bar to find the Learning Path(s) or course(s) you want to assign.
- Select a Learning Path to queue all of its courses, or hover over a Learning Path, select the three dots in the bottom right of its image, and choose Select Courses in Learning Path to assign specific courses only.
- Repeat the search and selection steps to add any further Learning Paths or courses to the queue.
-
Select Next once all the content you want to assign is queued.
-
Select Add New to add users to the assignment.
- Select users individually using the checkbox to the left of each display name, or select the checkbox next to User Name to select everyone in the current list.
- To assign by Group, select Filter, then filter by Domain, Group, or User Type. Once the group's members are displayed, use the select-all checkbox to select them.
-
Select Add Users to confirm the selection.
- Review the selected users in the preview list. Select the trash can icon next to a user's name to remove them from the assignment.
-
Select the drop-down arrow below the user list to open the Options bar.
- Toggle Exclude users who have previously completed this content if you do not want to assign this content to users who have already completed it.
- Toggle Set a due date for this assignment to configure a due date. Platform notifications can help users stay aware of upcoming deadlines.
- Toggle Send selected users an email for this assignment to send an email notification to all enrollees.
- Add or remove an Assignor for the assignment, if needed.
- Select Assign in the top right to complete the enrollment.
To confirm the enrollment was successful, return to the Assignment Management page and confirm the new assignment appears with the expected users, due date, and Assignor.
Helpful Tips
- Use the Libraries and Topics filters to make sure you select the correct year version of a course or Learning Path.
- Toggling Exclude users who have previously completed this content prevents users from being re-assigned content they have already finished.
- The Assignor set on an assignment can be used to filter current and completed enrollments on the Assignment Management page.
Common Questions
Can I enroll a group of users instead of selecting them individually?
Yes. Select Filter while adding users, then filter by Domain, Group, or User Type. Once the group's members are displayed, use the select-all checkbox to select all of them at once.
Will users be notified about a new assignment?
Only if you toggle Send selected users an email for this assignment when creating the assignment. This sends an email notification to all enrolled users.
Can I assign specific courses within a Learning Path instead of the whole Learning Path?
Yes. Hover over the Learning Path, select the three dots in the bottom right of its image, and choose Select Courses in Learning Path to narrow the assignment to specific courses.