User assigning
Assigning users to tasks is the same for all types of tasks, except checklists and 360-degree feedbacks. You can assign one or a group of users to a task. The number of assigned users is displayed in the Users field (1) .
After pressing the Assign (2) button opposite the desired task in the Tasks table you will go to the User Assigning page. The table displays a list of all active users.
The User assignment page displays information:
(1) - Filter by Users: Assigned, Unassigned , All.
(2) - user data: Name, Position, City, Department, Tags, Registration date (in the Collaborator system).
(3) -assignment date - date of assignment.
(4) - Assignment method - displays the "place" where the User was assigned to the Training task. Assignment options:
- via Task - menu: Manage tasks - Tasks - User assignment.
- via PDP - menu: Manage Tasks - Personal Plans. Find more here: Adding tasks for Personal plans.
- via the Task catalog. Find more in Learning catalog.
All of these parameters can be used to filter and sort user lists.
(5) - Filter by organizational structure - displays the tree structure of subdivisions. You can select a "branch" of subdivisions in one click and display users from several departments at once.
(6) - Reset all filters.
You can assign Users to a task:
-
Via Task, on the User assigning page:
- Manually
С помощью кнопки Назначить (7) можно назначить Задание пользователям по одному. Чтоб снять с Пользователя назначение на Задание - кнопка Убрать (8). Данные Пользователи выделены в таблице розовым цветом (9) и перемещаются вверх списка. - Групповым назначением
Для группового назначения нужно выделить отфильтрованных Пользователей чек-боксами слева (12) и нажать Действия (13) - Назначить задания . Снять для группы Пользователей назначение на Задание - кнопка Действия (13) - Отменить задания.
Кнопка Действия (13) появляется только после выбора Пользователей чек-боксами (12). При этом количество отмеченных пользователей прописывается в первой строке. На примере это Выбрано 2 из 171_, что значит два пользователя отмечено, 171 - общее количество пользователей. - Списком из файла
При нажатии на кнопку Назначить списком из файла (11) появится возможность выбрать файл для загрузки. (подробнее тут: Назначение пользователей на задание списком из файла)
- Manually
-
По правилу автоматизации - Пользователи, которые были назначены на Задание по правилу автоматизации выделены в таблице голубым цветом (10). Подробнее тут: Правила автоматизации.
-
Через Каталог заданий - Пользователь сожет самостоятельно выбрать задание, которое для него доступно. Подробнее в ст: Каталог заданий в Collaborator.
-
Через PDP. Подробнее тут: Добавление Учебных заданий в Индивидуальный план.
When removing users from the task you should take into account that all obtained results will be deleted. Before cancelling the task the system asks you to confirm this action:
There are some differences for tasks, to which users are assigned by automation rules. More information about this is described in the Automation rules.
For tasks with a limited time limit, if the "Do not block access after expiration date" setting is enabled, you cannot assign users to expired tasks. If the setting is disabled, you can assign users. This rule also applies to defining roles for already assigned users (you cannot specify a user as a master for an expired task).
For tasks that include workshops, meetups, checklists, you need to assign a Moderator.
To assign users as presenters, you must check the checkboxes in the Moderator column. Only users assigned to a task can be marked as moderators. A user assigned as a presenter will be the presenter for all workshops in the Course Plan.
Assign as a list from a file #
To quickly assign a group of users who do not have common attributes, you can do the assignment using a csv file.
To do this you need to create a csv-file (or upload from the HR system a list in the format described below):
- In Excel, create a table with user data (email, first name, second name), as shown in the example below:
The first line should contain column names (email, firstname, secondname), it is ignored when assigned. The user data should be entered from the second line.
- When the list of users is ready, save the file in csv format.
The csv file must be created in UTF-8 encoding
- The file is ready. Now you can assign tasks to users. By pressing the button "Assign as a list from a file " we select the created csv file.
When the file is loaded, the system checks the data from the file and the data of existing users, if the parameters match - the task is assigned.
If not, such users are ignored.
When assigning a task, the program also checks the users who have already been assigned, and if there are users in the list who have already been assigned a task, the notification about assigning the task is not sent to them. The modal window displays the number of ignored users with a message that they have already been assigned the task.