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How to Assign Courses and Modules in Opus

Assign Courses and Modules manually or with Automations, reassign updated training, and remove assignments — all from the Manage tab.

Written by Ben Brunken

Training only works when the right people actually get it — and assigning is how you make that happen in Opus. Use a quick manual assignment for one-offs, or set up an Automation that keeps the right Courses and Modules flowing to the right Trainees as your team changes.

Table of Contents:

How to Manually Assign a Course or Module

In the App

  1. From the home screen, tap "Assign" at the top.

  2. Select one or more pieces of training, then tap "Next."

  3. Choose the Trainees to assign the training to (by name, location, or Role).

  4. Tap "Confirm" to complete the assignment.

💡 You can also open an individual Trainee from the "Team" tab at the bottom of the app (or via search) and assign training directly from their profile.

In the Dashboard

  1. Open the Course or Module from your Library (under "Training").

  2. Click the blue "+ Assign" button in the top right.

  3. Select individual Trainees, or bulk-select by location, Role, Department, and more.

  4. Click "Assign."

  5. Open the "Manage" tab → "Assignments" to review the assigned Trainees and their completion status.

How to Create an Automation

Automations assign Courses or Modules automatically based on a Trainee's location, Role, Brand, Department, Franchise, Region, or hire date.

  1. Open the Course or Module and go to the "Manage" tab → "Assignments."

  2. Click "New Automation."

  3. Select the groups or Trainees you want to automatically assign content to.

    1. (Optional) Create multiple segments (e.g. Segment 1: Cashiers at North Beach; Segment 2: Baristas at Marina).

  4. (Optional) Set a start and end date and time for your Automation.

    1. Turn on "Assign only to new users" to exclude existing Trainees who already meet the Automation rules.

    2. Turn on "Auto reassign" to automatically reassign on the time intervals you set.

  5. Review the Trainees who meet your criteria by selecting "View Users."

  6. Click "Create."

💡 Click "+ Add a Segment" in the Automation modal to include another group of Trainees — helpful when assigning to separate audiences under one Automation.

How to Verify Your Automated Assignments

When creating or editing an Automation, click "View Users" to see a detailed breakdown — so you know exactly who gets which assignment. The modal has two tabs:

  • "To assign now" — Trainees who will receive the assignment immediately after you save.

  • "Already assigned" — Trainees who won't get a new assignment, plus their current status.

How to Reassign a Course or Module

There are three ways to reassign training:

  • Full Module reassignment — reassign the entire Module.

  • Partial reassignment — reassign selected Courses within a Module.

  • Standalone Course reassignment — reassign a single Course.

How to Fully Reassign a Module

  1. Open the Course or Module and go to the "Manage" tab → "Assignments."

  2. Select the Trainee(s) you want to reassign to.

  3. Click "Reassign" from the toolbar that appears at the bottom of the screen.

    1. If reassigning a Module, select which contents of the Module to reassign.

  4. A pop-up shows whether the selected Trainee(s) have already completed the training or are in progress.

Here's how updates to already-assigned training reach your team:

  • Trainees who haven't started automatically see the most up-to-date version.

  • Trainees who have completed the training see the new version when they open it in their Library for review.

  • Trainees who have started but not finished keep the older version unless they're reassigned.

💡 You can reassign individual Courses from within a Module. To keep everyone aware of changes, send a message or reassign the updated Course to anyone who started an older version.

How to Automatically Reassign a Course or Module

  1. Open the Course or Module and go to the "Manage" tab → "Assignments."

  2. Create a new Automation, or edit an existing one.

  3. At the bottom of the Automation modal, turn on "Auto reassign."

  4. Choose whether reassignment happens based on completion or after a period of time.

    1. Note: Editing this setting triggers reassignment to existing assignments that match the Automation criteria. For example, if assignments were made 3 months ago and you set the rule to "reassign every 2 days after assignment," those older assignments will reassign since they're at least 2 days old.

How to Partially Reassign a Module

  1. Open the Module and click "+ Assign" in the top right.

  2. Select the Trainee(s) to assign.

  3. If applicable, turn on the toggle to reassign to Trainees who were previously assigned this Module.

  4. Choose whether to assign the entire Module or select specific Courses.

🤔 What if I've made updates to an existing Course or Module?

Updates happen fast, so Opus makes it easy to push the latest version to your team as soon as changes are published. Use the list below as a guide for what happens when an updated Course or Module is reassigned.

Important to note

  • If a Trainee is in progress on a Course or Module and it's reassigned to them, they lose progress and start over.

  • If a Trainee has completed a Course and it's manually reassigned to them, they have to take it again.

  • If a Trainee completed a Course as a standalone assignment and you assign the same Course from within a Module, they'll need to retake it.

  • If a Trainee has completed a Course from within a Module and it appears in another Module, they get completion credit for that Course. If they're in progress, they'll start over.

How to Remove an Assignment

  1. Open the Course or Module you'd like to unassign.

  2. Go to the "Manage" tab → "Assignments."

  3. Select the Trainee(s) you want to remove the assignment from.

  4. Click "Remove" on the toolbar that appears at the bottom of the page.

📝 Note: You can only remove assignments from Trainees who are in progress or haven't started.

FAQ

How do I assign training to someone?

Open the Course or Module and click "+ Assign." Select individual Trainees or filter by Role, location, or Department to assign many at once. Then check the "Manage" tab → "Assignments" to see who has it and their progress.

What is an Automation?

An Automation assigns Courses or Modules automatically based on criteria like Role, location, Department, Brand, Franchise, Region, or hire date. Add multiple segments to reach different groups in one Automation, set your options, review the Trainees, and click "Create."

How do I check who will get an automated assignment?

Click "View Users" when creating or editing an Automation. The modal shows who will be assigned immediately and who is already assigned, so the right people receive the training.

How do I reassign training?

You can reassign an entire Module, selected Courses within a Module, or a single Course. Go to the "Manage" tab → "Assignments," select the Trainees, and click "Reassign." Trainees who haven't started see the latest version automatically; those who have started may need to be reassigned to get updates.

How do I remove an assignment?

Open the Course or Module, go to the "Manage" tab → "Assignments," select the Trainee(s), and click "Remove." You can only remove assignments that are in progress or not started — completed assignments can't be removed.

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