Assign Learners to a Catalog Learning Item

Assign a course, offering, or specialization to learners using the Learning Assignment tasks on the My Client Groups > Learning page.

1. On the Enrollment Details page, complete the required and relevant optional fields.
   • Only learning administrators see the required name and optional description.
   • The start date is when the learning becomes visible to learners in their current learning. They won't see it before then. If you need to start the assignment on a past date, use HCM Data Loader.
   • Optionally complete any enabled learning request descriptive flexfields.
2. Click Next.
3. On the Select Learners page, Add menu, select the method to use to identify learners. Or, you can use the Add a Person field.

   Add Option	How You Identify Learners
   Person	Provide search criteria, such as name, person number, department, or a combination. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Save…. In the Name field, replace Search by Name copy with a meaningful name.
   Person Number List	Provide a list of person numbers. To upload a file, in the Type field select Type. To use a URL, in the Type field select Text.
   Analysis Report Criteria	Specify an existing Oracle Transactional Business Intelligence (BI) analysis report that has the criteria to identify the appropriate learners. Caution: The analysis needs to be created using a subject area. Any analyses created using Create Analysis from Simple Logical SQL aren't supported.
   Learning Assignment Criteria	Provide applicable values for learning assignment attributes, such as the learning name, type, assignment status, or a combination. Also specify whether learners need to match all the criteria or any of it. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.
   Organization Chart Criteria	Search for and select the appropriate chart, such as Chris’s Directs or Chris’s Org.
   Person Criteria	Provide search criteria, such as business unit, legal employer, job family, location, or a combination. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.

4. On the dialog box, search for and select the criteria to find the appropriate learners for the assignment. What you see depends on your Add selection method.

   To exclude specific individuals when you add learners using learning assignment or person criteria:

   1. On the criteria dialog box, click Advanced.
   2. On the Add Fields menu button, select the field you want to use to exclude people, for example, Person Number.
   3. Change the condition for the added field to Does not equal.
   4. Enter the appropriate value.
   5. Repeat steps b through d for each individual you want to exclude.

   To exclude people when you use analysis report criteria, make sure that the report logic includes the exclusion criteria. When you select learners using analysis report and organization chart criteria, you can only search for and select the analysis or chart.

5. Click Next.
6. On the Advanced Rules page, review the default rules for the learning assignment and make changes, as appropriate.
   • If you're recording external learning, in the Initial Assignment Status field, select Completed.
   • The validity rules, which include expiration and renewal options, apply to only required course assignments. Specializations have just renewal options.
7. Click Submit.