Professionals | Assigning Outcomes to a participant or to a group of participants

Learn how to assign or recommend an Outcome to a participant or a group of participants. For a quick overview, please watch this video. 

Assigning Outcomes to an individual

Begin by navigating to My Dashboard by clicking on the side-bar navigation. Locate and click on the icon and word that says "Outcomes."

On the Outcomes page, you will see a list of available Outcomes for your organization. To assign an Outcome, first select the Outcome you want to assign.

Scroll down and click on the "Add Selected Outcomes" button.

You will now have the option to select a group or an individual participant for the assignment. If you want to assign the Outcome to an individual participant, click on the "Select a Participant" option.

Choose the participant you want to assign the Outcome to and click on their name. Scroll down and click on the "Add Selected Participants" button.

Next, decide whether you want to assign or recommend the Outcome to the participant. Not sure which to pick?

• When to assign: Many teachers choose to assign an Outcome when it is a homework assignment or requirement for class. Many case managers or professionals at a workforce center may also select this option because you can include a due date. Assigning adds more accountability!
• When to recommend: Many professionals choose to recommend when they want to suggest that a participant complete an Outcome, but not require it. Recommending doesn't have a due date. Participants can choose to accept or reject recommended Outcomes. 

If you choose to assign the Outcome, set a due date by clicking on the "Assignment Due Date" pop-up. Select the desired due date, then click on the "Assign the Selections" button to complete the assignment.

You will see a confirmation message stating that one participant has been successfully referred to the Outcome with the assigned due date.

Assigning Outcomes to a group

Follow the same instructions above, but instead of assigning it to an individual, select the group for assignment/recommendation.

Select the group that you want to assign or recommend the Outcome to. 

If you are unsure how to create a group, please be sure to read more on how to create groups and send messages. 

Scroll down and click on the "Add Selected Groups" button. Set a due date for the group by clicking on the "Assignment Due Date" pop-up. Click on the "Assign the Selection" button to complete the assignment.

A message will appear indicating that Outcome referral records are being created in the background, and you should receive a completion message. Look for a pop-up message on the right side of the screen confirming the successful assignment of the Outcome to the group.

If you recommend the Outcomes to either individuals or groups, you will not set a due date.