Are you tired of juggling multiple calendars and struggling to find the right time to connect with your manager? The Thought Industries feature, Manager Assignment, is here to streamline your scheduling experience.
Use Case Information
Manager Assignment will allow you to see all managers that have been assigned to a piece of content. It is available for Courses, MicroCourses, ILT, and VILT content types. Simplify your scheduling process by allowing you to filter calendars and check the availability of managers within a specified time frame. This reduces reliance on external calendars and enhances visibility into assigned managers directly within the platform. By providing clear insights into resource availability, you can make informed decisions and optimize your scheduling efforts.
When configured you can control the following:
- View, assign, and remove managers for a particular session directly within the Authoring UI.
- Grant access to a manager to author, edit, and manage a piece of content.
- Assign a manager in any main site role that does NOT have Access to All courses.
- Enable and decide which managers will get emails from learners with the Instructor Messaging feature.
Note
Manager Assignment is not currently available for Panorama roles.
How to Assign Managers to Content
When you assign a manager, you are accomplishing two things: 1.) Granting access for that manager to get into that content (based on whatever role permissions they have) and 2.) Allowing you to filter in the admin interface by manager for ease of scheduling. You no longer have to look at individual manager profiles to know who has access to what courses and events.
Let’s go through the steps to add managers to a course or session of an event:
- From your homepage, click Courses > All Courses (or Events > All Events).
- Click on the title of the content you wish to alter or add a new course/event.
- Select the Release step.
- In the left menu, hover over the person silhouette icon labeled Managers and click on it.
- In the upper right of the page, click the + icon.
- In the pop up menu, click the Search by name dropdown.
- Manager's name and role will display to help identify the right manager.
- Check the boxes next to the name of the manager you wish to assign to this content/session.
- Multiple managers can be added at once.
- Once the manager(s) have been selected, click Save.
- You will then see the manager added to the All Managers list along with their name, email, last active date, and if they belong to a Panorama, you'll see the Panorama name will be displayed.
Tip
You can sort by name as well as Last Active date.
View All Managers Assigned to Content
Having a list of all the managers for a piece of content or an event session simplifies teamwork and accountability, while also providing visibility into schedules so everyone can see who’s available for sessions and other tasks. To view managers assigned to specific content, follow these steps:
- Log in as a main site role with Editing Content permissions.
- From your homepage, click Courses > All Courses (or Events > All Events).
- Click on the title of the content you wish to alter.
- Click on the Release tab.
- In the left menu, hover over the person silhouette icon labeled Managers and click on it.
- View the All Managers list.
- Users with the Editing Basic Info permission can also click on a manager’s name, which will open their user profile in a new tab.
Note
The list will display any managers who have access to this content, excluding those who have Access To All Content, as this permission is set at the role level for some default roles or when creating a custom role.
Tip
To find out who has the Access to All Content permission, you’ll need to check an individual user’s profile. Go to Users > Managers > Click on the Role Title you are interested in checking > Click on a user's name > Access tab. The Access tab in the user profile is where you can see if this user's role has access to all content.
Tip
If the manager's name you're searching for doesn't appear in the dropdown list, be sure that their profile is not disabled. Navigate to the Users > Managers > scroll down and click View Disabled > search for the user there.
Manager Filter
The Manager filter, available on the main site Courses list and Events list/calendar, allows you to easily filter by any manager in the dropdown to see all the courses or events they are assigned to, enhancing your ability to manage and coordinate with ease. Although available on both the Courses and Events List, this useful filter was intended to be used with the Events Calendar view. This way you can see openings in an instructor's schedule in the Thought Industries platform and you no longer have to keep outside calendars up to date too.
- From your homepage, select Courses > All Courses (or Events > All Events)
- In the upper right of the page, hover and click Show Filters.
- When the filter banner appears, click the three dots on the right of the banner.
- When the Manager filter appears, click the dropdown to select and filter by one manager at a time.
- The content they are assigned to will be displayed for you.
Note
This dropdown excludes Panorama Managers and managers with the permission Access to All Courses.
Tip
When using the new manager filter for events in the calendar view, it’s advisable to expand your date range to ensure you see all events associated with the selected manager.
Remove a Manager from Content
Admin and Managers with the additional Revoking Access permissions can also remove managers from content. This will remove the manager's access to the content altogether.
- From your homepage, click Courses > All Courses (or Events > All Events).
- Click on the title of the content you wish to alter.
- Select the Release step.
- In the left menu, hover over the person silhouette icon labeled Managers and click on it.
- Click the trash can icon next to the name of the manager you want to remove from the assigned content.
- Click OK when the confirmation message appears.
Note
Managers who are removed from content will lose their access immediately.
Learner Experience
Assigning a manager to a piece of content does not affect the learner experience in that there is no place where the platform will automatically display the manager or instructor to the learner. Let’s explore options available for you to set up where learners can see which managers are associated with specific content.
In Person Events
- In the Event step, just above the Attendee Info area, is the option to name your manager/instructor.
- This name will display for your learners on the detail page in the Meetings tab above the location of your event.
- This name will display for your learners on the detail page in the Meetings tab above the location of your event.
- In the Design step > Edit Catalog Settings > Detail Page tab, scroll down the page to the Tabs area. Click the Add Tab button > Tab Type > Select Instructors. First create a title for this tab so your learners understand what they'll see when they click into it. Then, click +Add Instructor and follow the prompts.
- This will display for your learners on the detail page.
- This will display for your learners on the detail page.
- In the Design step > Edit Catalog Settings > Advanced Settings tab > Display Authors. Fill in the name of your manager/instructor.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the Events tab.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the Events tab.
VILTs
- In the Design step > Edit Catalog Settings > Detail Page tab, scroll down the page to the Tabs area. Click the Add Tab button > Tab Type > Select Instructors. First create a title for this tab so your learners understand what they'll see when they click into it. Then, click +Add Instructor and follow the prompts.
- This will display for your learners on the detail page.
- This will display for your learners on the detail page.
- In the Design step > Edit Catalog Settings > Advanced Settings tab > Display Authors. Fill in the name of your manager.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the Events tab.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the Events tab.
Courses
- In the Content step > Utilities > Discussions tab. Enable Instructor Messaging by selecting Yes and entering the email addresses of the managers who should receive messages from learners. Your managers added to the course will not automatically be enrolled to receive these messages so you need to fill out which emails you'd like to include.
- This option will be displayed to learners in the left menu inside of a course.
- In the Design step > Edit Catalog Settings > Advanced Settings tab > Display Authors. Fill in the name of your manager.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the My Learning tab.
- This will display for your learners in the Catalog thumbnail & content widgets for this piece of content, as well as, in the Learner Access Widget in the My Learning tab.
FAQs
Why are my manager names not appearing in the Catalog thumbnail or content widgets?
If you are using the Display Author field under the Advanced Settings tab in the Design step > Edit Catalog Settings area of your course, you need to first navigate to Courses > Settings > Organization and Display. Scroll down slightly and enable the Display Content Authors toggle. Once this toggle is on, the manager names will appear.