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07 Managing Survey & Training Assignments

 

You can view the status of any active Module or Survey assignment, print a record, or delete it.


 

How to view active assignments

Managing Assignments 1-1

1. Once you are signed into the business admin, you can select the Manage Assignments tab under Standards Logging for assigned surveys, or under Skills Center for assigned training modules.

2. There are two ways to search for the user/group/assignment you are looking for:

  • Use the search bar 
  • Use the filter settings

Managing Assignments 2-1

3. In this example, let's assume you're looking for a specific user. To do this, select the user's name in the listed results of your search.

Managing Assignments 3-1

4. You will then be able to view and manage the user's assignments.


To delete an assignment

Managing Assignments 4

Once you have clicked into one of your users assignment profiles, you will see an option to delete assignments that have not yet been completed. Simply click the trash can icon on the right side of the page in the actions bar.



To print/download a record of assignments

Managing Assignments 5

To download or print a record of assignments, navigate to the top right of the assignments page and select the “report” button. A .csv file will be downloaded that you will then be able to open in your spreadsheet software of choice, such as Microsoft Excel or Google Spreadsheets.