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How to Assign an Outside Resource

Assigning uses to view a resource, such as a video or PDF, takes 3 steps:

1. Add the resource to the File Center

2. Attach it to a custom activity

3. Assign out the activity to your users

 

1. Add the resource to the File Center

A. Open the File Center.

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B. Click Upload File or Add Link.

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C. If the file is saved on your computer, drag it to the uploader. In our example we will use a PDF.

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D. If you are uploading a link to a website, click Web Address and then enter the URL. Click Add.

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2. Attach it to a Custom Activity

E. Under Administration, select Activities Builder.

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F. Select Create a New Activity.

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G. Pick a Category, choose a Name, and then fill out any other relevant information. Then click Save.

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H. This is your activity. Add any components from the list on the right that you need tracked. Most importantly, you need to add a Resource.

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I. Select the resource from the File Center and add instructions. Require an E-signature if you want to be sure they opened the attachment.

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3. Assign out the activity to your users

J. Under Administration, select Create New Assignment.

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K. Check the box next to the name of the activity that you just created. Then click Continue.

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L. Choose the users desired users from Column 2. Once selected, they will appear in Column 3. You can narrow down your search by using Column 1.

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M. You can now select Start and Due Dates, as well as Email Notification Settings. Click Submit when finished.

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