Overview
Sponsor Admins and Education Provider Admins assign programs to learners, evaluators to learners, and set start and dates to programs. Assigning a program to learners is how they can view and begin submitting activities for their work.
Video Walkthrough
Assigning Learners to Programs
Step 1: From the program page, select the + Assign button to assign learners. Then from the pop up, Assign Learners to Program. Click Continue.
Step 2: Select a start and an anticipated end date for the learners you will select on the next step. Note: This will automatically set this date as the start and due dates for activities. Select "Assign plans later" if you do not wish to assign all the plans in a program. You can assign a plan from the plan page or give your learners the plan code to self-assign the plan. When you're ready select Next.
Step 3: From here, you will begin assigning your learners to your program.
Important: There are two ways to do this:
- You can use the Bulk Assign option and upload via a CSV file.
- Alternatively, you can assign learners one at a time.
Please review the two scenarios below and follow the steps which work best for your program.
Bulk Assigning Learners
Step 1: Click uploading a CSV file. On the popup window, click Get Template to download the template to upload. For an in-depth walkthrough of CSV uploads, please see this guide.
Step 2: Once you have filled out the template, select Upload CSV and Next.
Your template will look like the example below.
Manually Assigning Learners
Step 1: From the list of learners who have been added to Craft, select the learners you wish to assign to your program, then click Next.
Step 2: From this page, you can begin to assign Evaluators to Learners manually or via CSV upload.
TIP: Don't know who their evaluator will be just yet? No problem! You can always update evaluators individually later.
Assign Evaluators to Learners via the Learner Assignment Page
Evaluators are assigned to learners and can view and evaluate all activities assigned to that learner. Multiple evaluators can be assigned to one learner.
Important: There are two ways to do this:
- You can use the Bulk Assign option and upload via a CSV file immediately following your learner assignments.
- Alternatively, you can assign evaluators to learners one at a time.
Bulk Evaluator Assignment
Step 1: Click upload a CSV to assign. On the popup window, click Get Template to download the template to upload. For an in-depth walkthrough of CSV uploads, please see this guide.
Step 2: Once you have filled out the template, select Upload CSV and Next.
Manual Assignment
Step 2: Search for an evaluator's name next to the learner in the bottom table.
Step 3: Then, click Finish.
Manually Assigning Evaluators
If you need to update evaluator assignments after your learners have been assigned, you can do so manually by following the below flow.
Step 1: Navigate to the Programs page, click Assign, then Assign Evaluators to Learner.
Step 2: Search for an evaluator's name next to the learner in the bottom table.
Step 3: Then, click Finish.
Interactive Demo
Support
If you encounter any errors during any point in this process, please reach out to Craft Support at support@crafteducation.com. We would be happy to troubleshoot with you.
Related Articles: