Manage a Direct Assignment

Direct assignments allow you to issue training assignments to Learners outside of their Learner role separately from the system-automated assignment process. This is useful for situations that require Learners to train on documents that may not be part of their normal training matrix or when you need to manually assign retraining. You can also use direct assignment to assign Learners a curriculum, which can contain multiple training requirements.

Creating direct assignments does not affect system-automated assignments. Training assignments created with the direct assignment action are ad-hoc and are not tracked in training matrices. The Learner does not receive recurrence training or retraining based on document updates for training requirements and curricula assigned through direct assignment.

If Vault encounters problems when you send assignments using direct assignments, Vault sends you an email with information about the problem.

Create a Direct Assignments for a Training Requirement

To create a direct assignment for a training requirement:

1. Navigate to Training Admin > Training Matrix > Training Requirements and open the training requirement you want to assign. The training requirement must be in the Ready for Use state.
2. From the All Actions menu, select Send as Direct Assignment.
3. In the Direct Assignment User Input dialog, select the Learners you want to send the assignment to, select the Due Date, and enter a Reason for why the training assignment is required.
4. Click Continue. Vault creates the training assignment for the selected Learners and sends them a notification for the assignment.

Create a Direct Assignments for a Curriculum

When assigning a curriculum using direct assignment, Vault does not issue training assignments for training requirements containing documents that are not in an appropriate steady state.

To create a direct assignment for a curriculum:

1. Navigate to Training Admin > Training Matrix > Training Requirements and open the curriculum you want to assign. The curriculum must be in the Ready for Use state.
2. From the All Actions menu, select Send as Direct Assignment.
3. In the Direct Assignment User Input dialog, select the Learners you want to send the assignment to, select the Due Date, and enter a Reason for why the curriculum is required.
4. Click Continue. Vault creates the training assignment for the selected Learners and sends them a notification for the assignment.

Cancel a Direct Assignment

When you move a training requirement or curriculum to the Retired state, Vault automatically cancels any open direct assignments for those training requirements and curricula. Vault also automatically cancels open direct assignments for Learners whose Learner record is changed to Ineligible or whose user record is changed to Inactive.

To manually cancel a direct assignment:

1. Navigate to Training Admin > Learners & Assignments > Training Assignments.
2. Click Filter () on the Assignment Method column header and select Direct Assignment to view only tasks assigned through direct assignment.
3. From the Actions menu for the assignment you want to cancel, select Cancel Direct Assignment. Vault cancels the assignment.