Assign External Training · Customer Self-Service

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Overview: Once you have added the external training for your company, you will now want to assign it to your learners. There are two different ways to do this, the first is to include it as part of the learners’ training journey and the second is to do it on an individual basis only when required.

Start from: The Flow Dashboard.

Assign external training through a learners’ training journey

Select Company > Training Structures.

Note: Training structures are only available to Flow account managers.

Select the training structure you want to change OR
Select Add to add a new training structure. See Setting up new training structures for more information.

On the Edit training structures page:

Select the External Training tab from the menu.
Select the external training that you have previously added. See Build external training for more information (or if the external training doesn't appear in this menu).
Drag and drop the necessary external training from the Available column into the Selected column, an option to add due days will appear.
Add the number of days until the training should be completed. Note: This is optional.
Select from the dropdown menu labelled Available to if you would like the external training you are adding to be visible to all learners, new learners only, or existing learners only.
Select to open the Restrictions panel.

Note: You can use restrictions to allow items to be included or excluded from the training structure depending on a learner’s branding or jurisdiction.

Setting a restriction

Select Next to navigate through the other menu items. Note: You can edit/add other items to your training structure such as Appraisals, Workbooks, Competencies and Collections. See Setting up new training structures for more information.
Select Save & Review to review your choices, select a training structure order, select a branch, and ensure everything is correct.
Select Save & Close.

Note: This will automatically assign the training to the learner when they are added to the system or when their job title changes.

Assign external training individually through Assign learning

Select Learning & Development > Assign Learning.

From the pop-up that appears:

Select that you would like to assign learning items Individually.

Select the External Training tab from the menu.
Select the external training item you wish to assign using the dropdown. See Build external training for more information (or if the external training doesn't appear in this dropdown).
Add a due date. Note: Due dates are optional.
Select Add Another to add further external training items.

When you have added all the external training items you need:

Select the Learners tab from the menu.
Use the search functions or the page tabs to find the learner(s) you want to assign the external training to and tick the box next to their name(s).

Note: You can assign in bulk by selecting Filter to create a group of learners based on categories such as Branch or Job Title.

Select Next > Review your options > Review Learning > Confirm and Assign. See Assign Learning for more detailed instructions if required.

The training will be sent out to your selected learners and they will receive an email informing them of this within 30 minutes (if this option has been selected).