Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Creating a Training Assignment

Updated on May 31, 2024

Use a training assignment to assign one or more missions to users for completion. Training assignments are displayed on the assigned users' dashboard in Pega Academy.

Tip: Always create training assignments directly. Doing so helps ensure other training administrators in your organization can see and help manage training assignments specific to your organization.

Create a training assignment manually

  1. In the navigation pane of Training Admin, click Create > Training assignment.

    Training Admin Portal - Create a Training Assignment
  2. In the Training assignment name field, enter a name for the training assignment.

    Remember: Training assignment names must be unique and are limited to 64 characters.
  3. From the Create training assignment options, select Manually to assign one or more missions one time.

  4. Click Create to display The Training Assignment Details page.

    New Training assignment
  5. Under MIssions, click Add Missions.

  6. Search for and select one or more missions, then click Submit to add the selected missions to the training assignment.

    New Training assignment - adding missions
  7. Under Assignments, click Add Assignee(s) or Upload Assignee list to upload a list of names using a CSV template.

    Note: Download the CSV template to upload a list of Assignees. 
    Attention:

    You can upload a predetermined list, but the list cannot consist of more than 300 people for one training assignment. If you have more than 300, split the list up into multiple training assignments.

  8. Search for users by name or email address, select the name(s), and then click Submit to add the selected users to the training assignment.

    New Training assignment - adding assignees

Create a training assignment from a saved template

  1. In the navigation pane of Training Admin, click Create > Training assignment.

  2. In the Training assignment name field, enter a name for the training assignment.

    Remember: Training assignment names must be unique and are limited to 64 characters.
  3. In the Create training assignment options, select From a saved template to assign one or more mission(s) repeatedly.

  4. Select a template from the list of available templates.

    Tip: The template must have been created previously. For more information about creating a template, see Creating a Training Template.
  5. Click Create to display the Training Assignment Details landing page.

    New Training assignment - adding missions from template
  6. The Missions defined in the training template are displayed in the Missions section.

  7. Under Assignments, click Add Assignee(s) or Upload Assignee list to upload names in bulk.

    Note: Download the CSV template to upload a list of Assignees. 
    Attention:

    You can upload a predetermined list, but the list cannot consist of more than 300 people for one training assignment. If you have more than 300, split the list up into multiple training assignments.

  8. Search for users by name or email address, select the name(s), and then click Submit to add the selected users to the training assignment.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us