How to Assign an Audience to a Curriculum or Course

Updated on Apr 11, 2024

This article covers how to assign learning activities.

Need-to-Know

You can assign a domain, organization, job, audience, or individual user to a learning activity.
Assignments should be designated as required, however, you may also assign training as recommended. Both will display on a learner’s timeline.
Managers can assign to direct reports and administrators can assign to anyone on campus.
Assignments are driven by Audiences that use a combination of organizations, jobs, users, and other data constructed by rule sets.
- Refer to the How to Create an Organization article on how to create organizations and manage users.
- Refer to the How to Create an Audience article on how to create audiences and rule sets.
If you do not want assignments to go out, you will need to remove the audience before 10:00 p.m.

How to Assign Learning Activities

When assigning training, using an audience is the recommend approach.
- The workflow for audience construction is as follows:
  - Admins should use organizations to manually add users for learning assignments.
  - Organizations feed into the audience via the rule Organization is…
  - Audience is attached to the learning activity under Management > Audience within the learning activity.
Audiences refresh nightly.
Assignments should be marked as REQUIRED.
Required compliance assignments should come from an administrator (not a manager).

Having your audience created is recommended before assigning it an activity. Please refer to the How to Create an Audience article and create your audience before moving forward with the assignment.

Step 1: Go to Administration > Quick Links > Learning Activities.

Green step one is to click on Administration. Green step two is to select Quick Links. Green step three is to select Learning Activities.

Step 2: Search for the learning activity you want to assign.

Green highlight box is over the search box.

Step 3: Click Edit (blue button on right).

Green highlight box over the Edit button.

Step 4: Send the learning activity to stage. Click on the Send to Stage button.

Green highlight box and arrow showing the location of the Send to Stage button.

Step 5: Scroll down until you see Management > Audiences.

Green highlight box showing the Management Audiences section.

Step 6: Click on Add.

Green highlight box showing the location of the Add button.

Step 7: Search for the audience that needs to be assigned to the training.

Step 8: Click on the checkbox next to the appropriate audience and click on the Next button.

Green highlight bos showing the location of the Next button.

Step 9: On the assignment options page, choose the timing, priority etc. criteria for the current assignment group.

Audience Name: If you have one audience (or population) that you are assigning, check “apply to all”. If you have multiple audiences, you can specify different dates for each population.

Required or recommended: Both display on a learner’s timeline.

Best practices for assigned training is to always select required.

Assignment date: This is the date the assignment will start calculating from.

ALWAYS choose TODAY as the assignment date. Do not choose an assignment date in the future or in the past.

Due Date: Choose “Within” x amount of days to select a due date. A fixed date can be problematic if users are being assigned at different times of the year.

Priority: Determines display order on learner’s timeline.

Learner Assignment Notes: Any additional learner assignment notes can be inserted into the Learning Activity Assignment Notification with the macro %LearnerNotes% (this is a standard field within the default CSU Learning Activity Assignment notification template).

The following sections are dispalyed: audience name, required, assignment date, due date, priority, and learner assignment notes.

Step 10: Click on the OK button.

Green highlight box showing the location of the Ok button.

Step 11: The information will display under the Audience.

Assignments go out automatically every night (around 10:00 p.m.) based on information received from our data feed. If you want to verify how many employees will be assigned training, you can go to the User Count. If you change your mind about the assignment, you will need to remove the audience from the assignment before 10:00 p.m.

Step 12: Click on the Validate for Production button to enable the learning activity assignment.