Bulk Learner Assignment

When using the Accord LMS, hovering over information icons displays helpful tips.

Introduction

This article will briefly explain and demonstrate the process of Bulk Learner Assignment.

Purpose of Bulk Learner Assignment

The purpose of Bulk Learner Assignment is to efficiently assign learning content to bulk numbers of Learners by using Learning Roles.

To Conduct a Bulk Learner Assignment;

• Ensure the proper Current Team is selected. Menu located lower-left of screen.

• Navigate to the Roles tab.

• Click on the +NEW button near the top to display it's context menu and select Bulk Learner Assignment.

Learner Source

Once the page refreshes, you may select bulk numbers of Learners by using either Roles, Teams or a chosen .CSV File by clicking on the appropriate button next to Learner Source.

Select Bulk Learner Source through Roles

• Click button next to Roles.

• Learning Roles: Select from any Learning Roles by checking it's accompanying box.

• Learners: Click on Show Search. Search for the selected string in a specified field from all Learners associated with any of the above selected Roles.

• Learning Roles to Assign: Check box next to any new Learning Roles you wish to assign to any Learners you've selected when using the Search function from above.

• Access Codes: Enter an optional access code.

• Notify Learners: Checking this box notifies selected Learners of any new Role assignments.

• Override Learning Role Dates: If you want to override any applicable dates already pre-associated with a given learning Role, clicking this box will open a panel for the override dates to be entered.

• Scroll to bottom and click Submit to update and implement any selections.

Select Bulk Learner Source through Teams

• Click button next to Teams.

• Teams: Check box to select All Members or leave box unchecked and select from any listed Teams.

• Learners: Using the search field, search for any Learners or Users from any Teams selected from above.

• Learning Roles to Assign: Check the box next to any Learning Roles you wish to assign to any Learners selected from above.

• Override Learning Role Dates: If you want to override any applicable dates already pre-associated with a given learning Role, clicking this box will open a panel for override dates to be entered.

• Scroll to bottom and click Submit to update and implement any selections.

Select Bulk Learner Source through .CSV File

• Click button next to .CSV File.

• Choose File: Click to download your pre-selected Learner .CSV File from your computer system.

• Learning Roles to Assign: Check the box next to any Learning Roles you wish to assign to Learners downloaded from the .CSV file.

• Override Learning Role Dates: If you want to override any applicable dates already pre-associated with a given learning Role, clicking this box will open a panel for override dates to be entered.

• Scroll to bottom and click Submit to update and implement any selections.

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