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Resource Assignment
Resource Assignment

This article is all about how to assign resources

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Written by David Lamont
Updated over a week ago

Assign a Resource from the Library

Assign a Resource from within a Course

Assign a Resource from the People Page

Assign a Resource from the Library

Here is how you assign a resource from the Library:

  1. Click the "Resources" tab in the Library

  2. Click on the title of the resource you'd like to assign

  3. Click the “Assignments” tab on the resource detail page

You can assign a resource to locations and roles, or to individual users.

Here’s how:

Locations or Roles

  1. Click the Edit button next to Locations and Roles

  2. Select one or more location, region or all locations

  3. Click either the blue “Next” button on the bottom right or click “Roles” on the top of the modal

  4. Select the roles you want to be assigned this resource
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    Note: When you assign a resource to a location or role, all current and future trainees at that location or in that role are assigned the resource.

To remove a resource assignment, follow the instructions above and unselect roles and locations.

People

1. Click the blue “Add” button to the right of “Individuals”

2. Select any trainees you want to be assigned this resource

To remove a resource assignment, click the check boxes next to the trainee(s) you want to impact. In the blue menu bar on the bottom of the screen, click “Remove”.

Assign a Resource from within a Course

Here is how to assign a resource from within a course:

  1. Once you've added your resource as a piece of media in your course, hover your mouse over the image

  2. Click “Save”.

  3. Input a description and a name for your resource and Click save - this will store the resource in your library

Note: To assign a resource that is already in your library, select the resource from the My FRs section of the “Add Media” modal 4. Hover your mouse over the image again and click Assign Resource

This will automatically assign this resource to every trainee that is assigned the course. Each trainee assigned the course will have access to the resource from within the app.

Assign a Resource from the People Page

Here is how to assign a resource from the People page:

  1. Click the name of the employee you'd like to assign a resource to

  2. In the user detail page, click the blue "+ Add" button next to Assignments

  3. Select the resource(s) you want and click Assign

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