Individual Training Assignment

Assign courses to specific individual users

Overview

Individual assignment is useful for:

New starters who need catch-up training
Someone changing roles who needs new skills
Special project-based training
Exceptions to group-based assignments

Tip

For most situations, group assignment is more efficient.

When to Use Individual Assignment

✅ Good Use Cases

New employee needs specific onboarding courses
Someone promoted to manager needs leadership training
Contractor needs limited, specific training
Employee needs remedial training after an incident

❌ Better to Use Groups

All engineers need safety training → Use a group
Everyone in London needs fire training → Use a group
All new starters need induction → Use "Default for New Starters"

Step-by-Step: Assigning to an Individual

Open User Management

Log in as an Admin
Click Admin in the navigation menu
Select User Management

Find the User

Use the search box to find the user by name or email
Or filter by department, role, or status
Click on the user to open their profile

View the User's Profile

When you click on a user, a profile drawer opens showing:

User details
Current training assignments
Progress status
Completion history

Assign Training

Look for the Assign Training section or button
A course selection interface appears
Browse or search for available courses
Select the course(s) you want to assign
Click Assign or Save

Confirmation

The course appears in the user's assigned training
The user sees it on their dashboard
Progress tracking begins

Viewing a User's Assignments

In the User Profile

You can see:

All courses assigned to this user
Source of assignment (individual, group, or mandatory)
Current progress/status for each
Completion dates and scores

Status Information

Status	Meaning
Not Started	Assigned but user hasn't begun
In Progress	User has started but not finished
Completed	Successfully finished
Expired	Needs to be retaken

Managing Existing Assignments

Removing an Individual Assignment

If someone no longer needs a specific course:

Open their user profile
Find the assigned course
Look for Remove Assignment option
Confirm removal

Tip

This only removes individual assignments. If the course is assigned via a group, you'll need to either remove them from the group or change the group's course assignment.

Changing Due Dates

If available:

Edit the assignment
Set a new due date
Save changes

What the User Sees

When you assign training to someone:

On Their Dashboard

The course appears in their "Assigned Training" section
Shows as required/mandatory if configured
Due date displayed if set

In the Catalog

The course is clearly marked as assigned
"Begin" button to start
Progress tracked automatically

Email Notification

User may receive an email about new training
Depends on notification settings
Includes link to start the course

Bulk Individual Assignment

To assign the same course to multiple individuals:

Option 1: Multiple Individual Assignments

Assign to first user
Repeat for each additional user
Time-consuming but gives full control

Option 2: Create a Static Group

Create a new static group
Add the specific users to it
Assign the course to the group

The static group approach is better for 5+ users.

Assignment Sources

When viewing a user's training, you'll see where assignments came from:

Source	Meaning
Individual	Directly assigned to this user
Group: [Name]	Assigned via group membership
Mandatory	Course is mandatory for all users
Default for New Starters	Auto-assigned to new accounts

Tips

Check Before Assigning

Before assigning individually:

Check if the user is already in a group with this course
Check if the course is mandatory
Avoid duplicate assignments

Document Why

For audit purposes, keep notes on:

Why you assigned this specific training
Any special circumstances
Approval if required

Set Expectations

When assigning:

Let the user know training has been assigned
Explain why (if not obvious)
Set a reasonable completion deadline

Troubleshooting

Course doesn't appear in assignment list

Check the course is Active
Verify visibility rules allow this user
Ensure you have permission to assign it

User says they can't see the course

Check the course is assigned correctly
Verify visibility rules
Ask them to refresh their browser

Can't remove an assignment

Check if it's a group assignment (can't remove individually)
Check if the course is mandatory

Related Guides

Dynamic Groups vs Static Groups vs Individual Assignment - When individual assignment is the right choice
Group Training Assignment - Assign to groups
Assigning Courses - General assignment overview
Dynamic Groups - Automatic group membership