Assign training to your team

Before you start

• In a client organization you need the Administrator role. In a partner firm, Moraph names the people who manage the firm’s training; ask your partner manager if that should be you.
• Choose Team training in the Academy’s top bar. If you see Team training is for training administrators, your account can’t assign training.

Steps

1. In Team training, choose Assign training.

2. Choose the Course or learning path.

3. Under Who should take it, choose:

   • Everyone: all active people in your organization.
   • People with a role: everyone with the Role you choose (only people who have that role today).
   • Chosen people: tick them in People (use Filter people in a large organization).

4. Optionally set a Due date (not in the past) and a Message to the people you assign (up to 500 characters).

5. Choose Assign and notify.

   Result

   Training assigned. Everyone on it has been notified. Each person gets a notification and an email (unless they’ve turned emails off), and the training appears in their My learning under Assigned to you.

Follow completion

Team training shows how many people, open assignments, overdue people and completions you have, and a table of assignments with how many people have completed each. Open an assignment to see each person’s status (Completed, In progress with a percentage, or Not started) and last activity. The People tab shows each person’s assigned training and completion records.

You see whether people started and completed training, and their completion records, but not their answers or scores.

Send a reminder

On an assignment, choose the Remind button (it says how many people it will remind) to notify everyone who hasn’t finished. You can send one reminder per assignment every 24 hours.

Cancel an assignment

Choose Cancel assignment and confirm. People keep any progress, but it is no longer shown as assigned. You can’t edit an assignment or remove one person from it; cancel it and assign again.

Export to a spreadsheet

Choose Export CSV for all assignments, or export one assignment from its page. The file lists each person, their email, the training, when it was assigned and due, status, progress, completion date and whether it’s overdue.