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How do I set a course for staff?

Go to Manage, then Training plan, and press "Assign courses".

  1. Choose the course. You can pick more than one.
  2. Choose who it's for: everyone, one or more groups, chosen people, or everyone with a particular job title.
  3. Tick "And anyone who joins later" if new staff should get it too. Each new person gets the same number of days from the day they join.
  4. Set the deadline. You can also choose a date it opens, and make it repeat every year, two years or three years (handy for safeguarding).
  5. Add a message to staff if you want, then press Assign.

Everyone it's for gets an email with a link to the course, and it appears on their My learning page. We remind them 14 days before the deadline, then 7 and 21 days after it if they haven't finished.

You can also set courses from People. Tick people and press "Assign courses".