Help Center

Objective

The objective of this SOP is to guide admins or learning and development managers on how to assign courses to employees at a credit union using the learning management system.

Key Steps

1. Access the client hub by clicking on the client hub in the lower left-hand corner or by clicking on your name in the upper right-hand corner and choosing client hub.
2. Select "Manage Courses" to view the courses available for assignment.
3. Choose the course you want to assign and click on "Assign Course."
4. Select the user from the list or add new users if needed.
5. Save the assignment to enroll the user in the course.
6. Monitor the remaining seats and assign the course to additional users as necessary.

Cautionary Notes

• Ensure that you have purchased the necessary seat licenses for the course before assigning it to users.
• Double-check the user list to ensure that the correct employees are being assigned to the course.
• Keep an eye on your remaining seat licenses and plan ahead to ensure you don’t run out.

Tips for Efficiency

• Purchase courses in bulk to take advantage of discount pricing and assign them out as needed.
• Regularly review the course assignments to ensure all employees have access to the necessary training.
• Use the Add Users function to add new employees to your organization list as needed, or contact support if you need assistance in adding new users to the system.

By following these steps, admins and learning and development managers can efficiently assign courses to employees at a credit union, ensuring that the team has access to essential training materials.

Link to Loom

https://www.loom.com/share/70938e41ea564cc88a4727662e91a669

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For additional help, please email support@servistarconsulting.com or book a 30-minute help call.