Who is this article for?

Administrators responsible for lesson management.

Administrator access or Schedule lessons and manage automatic scheduling rules permissions are required.

This article explains how to manually and automatically schedule lessons for employees, manage company lesson visibility, and track changes in the Lesson Scheduling menu.

Scheduling a lesson

Manual scheduling

To schedule a lesson:

1. Navigate to Learning Management.
2. Select Lesson Scheduling from the left-side navigation panel.

3. Switch to the Schedule lessons tab.
4. Select a Lesson to schedule.
   You can select more than one.

5. Choose a Scheduling option..

6. Select who to Schedule to.
   You can select employees manually using the available filters or select to bulk upload employee IDs.

7. Choose whether to reschedule or skip if selected employees have already completed the lesson.

8. Set a completion deadline.
   This defaults to 14 days if left blank.
9. Click Schedule or Confirm.

Automatic scheduling

To schedule a lesson:

1. Navigate to Learning Management.
2. Select Lesson Scheduling from the left-side navigation panel.

3. Switch to the Automatic scheduling rules tab.
4. Click Create new rule.

5. Select rule type:
   • New user rule to assign lessons to new users.
   • Group rule to assign lessons to specific groups.
   • Recurring schedule rule to reschedule lessons periodically.
   • Lesson completed rule to trigger follow-up lessons on completion.
   • Failed lesson rule to reschedule failed lessons.
   • Skill level changed rule to reschedule based on skill level changes.
   • Skill expiry rule to assign lessons for expiring skills.
6. Follow the prompts to configure the rule.
7. Click Create rule.

Managing lesson visibility

In the Company lessons tab you can control which companies can schedule specific lessons.

To manage visibility:

1. Go to the Company lessons tab.

2. Click Edit next to a lesson.
3. Choose:
   • No companies
   • All companies
   • Selected companies

4. Click Save.

Viewing change history

In the Change history tab, you can see all changes made in lesson scheduling menu with time stamp, changes made, and the name of the user who made a change.