Redwood Assignment Management Improvements
Manage learning assignments and assignment profiles using these Redwood enhancements:
- Find assignments more easily. Filter learning assignments by Event Start Date and Event End Date. Display additional columns for Expiration Date, Last Updated By, Last Updated On, Event Start Date, Event End Date, and Time Zone.
- Update completed assignments. Change the expiration date of an eligible completed assignment from the Enrollment Details tab without affecting the next active assignment in a renewal series.
- Manage offering assignment statuses. When changing a primary offering assignment to withdrawn, incomplete, or didn't attend, choose whether to keep the associated course assignment active.
- Assign learning. Use the updated Add menu on the Assignments tab to access Quick Assign, which combines the previous File and Name options, and additional audience-selection methods.
Updated Add menu
- Record and request learning. Use the Record External Learning for My Client Group and Request Noncatalog Learning for My Client Group quick links.
- Download assignment profile audiences. Download all learners in an assignment profile audience or download learners for individual criteria.
Export to Excel option enabled
Sample audience
- Manage renewal rules. Use the updated renewal options: Due on a specific date, Starts on a specific date, and Due relative to most recent completion.
- Configure assignment pages. Use Visual Builder business rules to control supported defaults and field behavior for Assign Learning, Record External Learning, Request Noncatalog Learning, and Record Completion.
Business benefit: Manage learning assignments more efficiently with better visibility into assignment information, simpler workflows, and greater flexibility to meet your organization's needs.
Steps to enable and configure
You don't need to do anything to enable this feature.
Tips and considerations
- Event Start Date, Event End Date, and Time Zone values reflect the event's actual time zone rather than your preferred time zone.
- You can change the expiration date of an eligible completed assignment in a renewal series without affecting the next active assignment.
- Assignment profile audience downloads include learners even if they don't have assignments. You can't download learners for an individual Person criterion.
- Existing renewal configurations continue to appear in the updated renewal layout.
- Visual Builder business rules can change supported default values and field visibility without changing the underlying assignment workflow.