Assignment of training via rules¶

The assignments form the basis for which training courses are displayed to training participants.

Overview of training assignments¶

You can find an overview of all training assignments in Training Coordination by clicking on the tile menu in the header on the left and then on Assignments.

In the overview of assignments, you can now edit the individual assignments and also set the notifications to the participants. Further information can be found in the Reminders section of the manual.

Assignment levels¶

Depending on the assignment level, the rules are divided into 4 types:

1. Client: Rule refers to all training participants of the client.
2. Company: This rule applies to all training participants in a company.
3. Group: Rule refers to all students who are members of a group.
4. Training users: Rule refers to individual training participants.

Client assignment¶

A client assignment applies to all training participants in the P29 Campus client. So if you have activated the client assignment “Training X”, “Training X” is available to all participants in the client.

If you want to make a client assignment, first go to [Assignments] via the tile menu in Training Coordination.

Click on the [+] symbol to create a new assignment.

Now select the training you want to assign.

A training assignment was automatically created at client level.

Before saving, you have the option here to adjust the data such as the validity period and the participant notification.

Company assignment¶

A company assignment applies to all training participants assigned to the company for which the rule is created. So if you have activated the company rule "Training X", each of the participants in the client will be assigned the "Training X", who has registered via the corresponding company registration link, was assigned to the company during import or was manually assigned to the company.

For a company assignment, first go to [Company] via the tile menu in Training Coordination.

Select the company to which you would like to assign the training. To do this, click on the company name. If the company has not yet been created, you can add it using the [+] symbol. Instructions can be found here.

Now click on the [+] symbol to create a new assignment.

In the next step, select the desired training course. If you want to make several training courses available to the company, carry out these steps several times:

The company assignment has now been successfully created. Data such as the validity period or the participant notification can still be adjusted before saving.

Group assignment¶

A group assignment applies to all training participants who belong to that group. This means that target groups can also be formed for different types of training within a company. Training participants can belong to several groups.

You can start the group assignment via the group overview. To do this, first go to [Group] via the tile menu in Training Coordination.

Select the group to which the training course is to be assigned. Now click on the [+] symbol to create a new assignment.

Individual assignment to participants¶

Of course, you can also assign a training course directly to participants.

To access the participant assignment, select the training participant to whom you would like to assign the training in the training coordination by clicking on the name. If you have difficulty finding the name, you can also use the search bar to find it. The [+] symbol can be used to start the participant assignment.

Properties of assignments¶

Each assignment has at least one start date from which it can be valid. This is automatically set to the current date when an assignment is created. Optionally, an end date can be set for the assignment. Before the start date and after the end date, the assignment is displayed as archived and the course is not yet or no longer available to the participants concerned. Assignments can also be manually set to archived, in which case they are immediately invalid and no training courses based on these assignments are displayed.

Training participants can be assigned to training courses via various assignments. The training course is displayed until no more assignments are active. If a training course is assigned multiple times, it is only available once and only needs to be completed once. You can also use assignments multiple times to trigger new reminders via the notification function.