How do I set a default required action for a schedule template?
This article will walk you through how to set a default action required for a schedule template. 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 a schedule template.
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Under the Content heading in the left hand side menu, click Schedule Templates.
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A list of templates are shown in the table. If you need help finding the template you want to edit use the Search textbox or click the Filter button to refine your search.
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Click the link under the Template Name column of the template you want to edit.
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At the edit template screen, the top section shows the default action required for the template.
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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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Click the Save button at the top of the screen to save your changes.
