Manage Education

The Education module in Audit Manager+ enables organizations to assign training courses to users. It allows administrators to assign new courses to all users or a selected group, ensuring consistent education throughout the organization. This module supports ongoing learning and compliance by making it simple to distribute relevant training and monitor user participation. The navigation and features are consistent in both the Enterprise and Multi-Account versions.

Follow these steps to start working with the Education courses:

• Navigate to the Education menu option. The My Education screen will be displayed by default, with a list of tutorials assigned to you.
• This screen provides users with an organized view of their required educational activities, including the course code, title, whether the course is required, due date, date assigned, and view date.
• Select The Manage Education tab, where you can assign the courses to the all the education users.
• The Manage Education screen simplifies tracking each user's course progress, including what's assigned, viewed, and still pending. Admins can also unassign courses if necessary.

Assign Courses to all Education Users

Follow these steps to assign course(s) to all the Education users:

• Click here to assign course(s) to all Education users. The Education Reporting: All Providers screen will be displayed to process further.
• Choose the desired course(s) checkbox, then click Save Assignments. A confirmation message will appear upon successful assignment.
• The selected course(s) will be assigned to all education users, and the status will be updated on the listing page.

Assign Courses to Selected Users

Follow these steps to assign course(s) to selected users:

• Click on the desired user to assign or unassign the course(s). Education Modules screen will be displayed with list of available course.
• Click Edit Assignments. The Education Reporting screen appears to assign or unassign the courses.
• Select the checkbox for the desired course(s) to assign them to the selected user. To unassign a course, simply clear the checkbox.
• Click Save Assignments. A confirmation message will appear upon successful assignment.
• The course(s) will be assigned/un-assigned to the selected users, and the status will be updated on the listing page.

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