Required content is a critical feature for organizations, particularly those where compliance training is mandatory. Required assignment in Sana helps ensure that essential courses are completed with priority and on time, thereby avoiding potential penalties and operational risks associated with non-compliance.
What is required content?
Required content refers to courses or assignments that are marked as a mandatory required assignment for learners. These courses are given priority in learners' to-do list and library, ensuring they are easily accessible and distinguishable from other assignments.
Benefits of using required content
Compliance assurance | By prioritizing essential courses, organizations ensure that learners complete necessary training, mitigating risks of non-compliance |
Enhanced visibility | Required courses are prominently displayed in learners' To-do lists and libraries, making them easy to identify and call to action |
Efficient monitoring | Admins and managers can track the progress and completion of required courses through enhanced reporting in Insights of these assignments in Insights |
How to use required content
Marking assignments as required
Courses/In Person Events: Setting a default value for assignment priority
In course and In-person event settings, you can activate required content for future assignments. Meaning, for future assignments this course will be automatically marked as required.
Go to Manage > Content or In-person event
Locate the course or In person event and open the detail page
Click on Settings and toggle on Required Content
Making content required when assigning a specific learner or group
When enrolling learners to content, you can choose to mark the course assignment required for specific users/groups.
CoursesThere are different ways you can assign required content:
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Live and In-person eventsSimilar to courses, you can assign an In-person event or Live content as required through either the detail page under Manage > Content/In-person event or through Manage > Users If you set live content or in-person events as required, the user will be required to take one session/one event within that live content/in person event. |
ProgramsWhen assigning a Program, you have the option to mark the assignment as required, either through one-time enrollment of users or using automatic enrollment rules depending on if the content should be required for all users, specific users or groups.
*See below the icon next to the name of the enrollment rule to indicate which rules are marked as a required assignment for users enrolled. All users enrolled with the enrollment rule will have the Program as required.
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💡 Note that this will not affect existing assignments, only the future assignments. If you want to change the status for previous assignments, see below.
Change an existing assignment to required
In the course detail page, admins can view the status of all users and identify who has the course marked as required. They can also change the assignment status to required for specific users. The users which have the content as required, will be easily detectable by the required content icon:
Change priority for a user This can be done either through the course or user detail page.
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💡 Keep in mind: If the user is assigned through a Program or self enrolled, you will not be able to change the course to required.
Read more about this in the FAQ below.
Notifications and reminders
Learners receive increased overdue reminders for required content, prompting timely completion. In addition to the regular reminders, these users get notifications:
7 days before the due date 7 days after the due date 14 days after the due date 29 days after the due date |
Learner view of required content
To ensure that required content is visible and clear for the learner:
Required assignments are displayed first in the To-do block on the home page, ensuring they catch the learner's attention.
In My Library, required assignments are prioritized, and learners can filter to view only these assignments for a streamlined overview.
Insights and reporting
The "Is required assignments" attribute is available in Insights, allowing admins to generate reports on the completion status of required content.
FAQ
If I change a course or a Program enrollment rule to be required by default, will that affect the users that are already assigned/enrolled to the course/Program?
No, changing default settings will not affect the existing assignments.
How do I change status to required if a person has self-enrolled to a course I would like to assign them as required?
You will need to assign the learner to the course and mark the assignment as required as per instructions above. It will not affect potential progress in the course.
How do I change the status of a course to required if the user has been assigned through a Program?
You can't choose to change only one course to required within the Program, but if you want to change the Program as required it depends on how the user was assigned:
If the user was assigned manually
You can change the Program to required in the Program settings, go to the People tab, click on the three dots on the right hand side of the user and toggle on 'Required assignment'
If the user was assigned through an Enrollment rule
If a user is already assigned to a program, changing the enrollment rule will not override that assignment
If you want to change the Program to required on a user that is already enrolled by an enrollment rule you have to manually un-enroll the user from the program and then re-enroll