Learner Roles

Learner Roles

Learner Roles are a way of grouping Learners that need to complete the same Training Assignments, keeping in mind that a Learner can have multiple Learner Roles. You have the option to automatically assign Learner Roles to Learners based on their Department or Job Title.

Individual Learner Roles

Sometimes you may need to assign Curricula to a single Learner that does not fit your existing Learner Roles. In this case, you can use Individual Learner Roles, which allow assignment of Curricula to a single Learner, when training needs to be targeted to individuals on a case-by-case basis.

For example, not everyone in your department will receive the same level of access to a laboratory in your facility, or the same system access to an application; therefore, Individual Learner Roles can be used to assign training to Learners.

Unlike Direct Assignments, training assignments through an Individual Learner Role do take into consideration document updates and training recurrence.

Individual Learner Roles are automatically created by the system for each Learner.

Best Practices

Follow these best practices when setting up your Learner Roles.

Start by creating the most common Learner Roles, such as those that apply to all or most employees at your organization and cover common topics such as Code of Ethics, Workplace Safety, Security Training. These topics can all be added to a New Hire Learner Role.

Next create Department-level Learner Roles. Every employee from a given department needs to get the same training. For example, in an IT Department, everyone should get trained on IT Infrastructure.

Then you can optionally drill down into functional or job roles. If you choose to, create Learner Roles with at least the minimum curricula content that everyone in this position should get trained on. For example, Learner Roles for your SREs, or your System Administrators.