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Creating a Training Assignment

Updated on June 1, 2023

Use a training assignment to assign one or more missions to users for completion. Training assignments display 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. From the left nav panel, 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. 
  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. From the left nav panel, 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. From 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 be created previously. For more information on how to create 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. 
  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.

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