How to allocate a course to a learner

Allocating a course adds it to a learner's home page so they can start it. This guide covers both ways to do it.

Before you start

The learner's account must exist (How to add a user) and the training course must be set up. Check whether the course needs credits — the page tells you.

Option A — from the Allocate Course page

  1. Open Allocate Course from the menu and select the learner.

  2. Under Courses Options, choose the course from the Course drop-down.

    The Allocate Course page showing the Course dropdown, Add Course button and the learner's current courses
    The Allocate Course page.
  3. Click Add Course. It appears in the learner's course list immediately.

  4. To take a course away, select it in the list and click Remove.

Option B — from the learner's record

  1. Open Users, find the learner, and open their User details page.

  2. Click Add Course, pick the course from Select Course, and click Save.

Good to know

The learner sees the course the next time they open their home page — they do not need to sign out and back in.

Take care

Removing a course a learner has already started also removes their progress on it. Only remove a course that was allocated by mistake.