Welcome
Login  Sign up

Bulk Team Assignment

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


Introduction

This article will briefly describe the purpose and process of Bulk Team Assignment.


Purpose of Bulk Team Assignment

The Accord LMS Bulk Team Assignment feature can be used when wanting to efficiently and quickly add bulk numbers of Learners to a selected Team during a single process.


To Perform a Bulk Team Assignment

  • Login with LMS Admin Credentials.

  • Select the Teams tab.

  • Locate the specific Team you wish to add new Learners to and expand it's arrow to see it's various tabs underneath.

  • Highlight the Learner's tab and click it's 3 dots on the right to display a context menu.

  • Select Bulk Team Assignment from menu.


Learner Source:

In order to search for the specific Learners you want to add to this Team during this process, select a button option to select from either Teams or Roles or a CSV file. 


If Selecting the CSV File option

  • Select button for CSV file and then select a CSV file from your local system which contains the Learners you want to add to this Team during this process.

Assignment:

  • From Assignment down below, select the button option to Add.

Notify Learners:

  • Check box if choosing to notify Learners of their new Team assignment. If leaving box unchecked, no notifications are sent.

If Selecting the Teams or Roles option

All members: 

  • Checking this box will automatically add all active LMS members to this Team.

  • If not wanting to add All Members to this Team, leave box for All Members unchecked and then check any box next to any Role to activate the Search function. 

  • Next to Learners, click button to Show Search, use dropdown menus to choose your search criteria and then click Search for Learners.

Any Learners meeting your search criteria will then display within the search field.

  • Place a checkbox next to any Learners you wish to add to this Team during this process.

Assignment:

  • From Assignment down below, select the button option to Add.

Notify Learners:

  • Check box if choosing to notify Learners of their new Team assignment. If leaving box unchecked, no notifications are sent.

  • Click Submit.


After clicking submit, any selected Learners will be added to the selected Team.


Related Articles

Direct Links to closely related articles are listed at upper right.




Print Friendly and PDF
Did you find it helpful? Yes No