How do I set a required action for a schedule?
This article will walk you through how to set an action required for a schedule. Action Required can have the following values:
| Action Required | Description |
|---|---|
| None | No action is required for the scheduled content. |
| Complete | User must complete the scheduled content and then mark the content as completed. |
| Assessment | User must complete the scheduled content and then pass an assessment to test their knowledge of the content. |
You must be the owner, an admin, or a team leader to edit schedules.
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Under the Content heading in the left hand side menu, click Schedules.
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Find the schedule you want to edit in either the list or the calendar view. From the list view, click the link under the Available Until column. If you are in the calendar view, double click the agenda item in the calendar. If you need help finding the desired schedule, you can search or filter to narrow the results.
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The Settings tab allows you to set a required action for the schedule.
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Set the Action Required as desired.
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If Assessment is selected then select the appropriate assessment from the Assessment dropdown.
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If you would like to allow all participants of the schedule to view the progress of all other particiants for their required action (whether they have completed the action or taken the assessment), check the Allow participants of the schedule... box. This option is only available if the action required is not None.
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Click Update Settings to save the changes.
Related articles
- How do I create an assessment?
- How do I edit the dates of an existing schedule?
- How do I add/invite participants and/or remove participants from a schedule?
- How do I see who has completed the required action?
- How do I view the overall stats for an assessment?
- How do I enable a conversation for an existing schedule?