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eCourse Assignment
STAFF INSTRUCTIONS
Select Assign Customers and follow the Atlas prompts to search for your customers full
last name or SSN digits and assign your customer; click the OK pop-up message once user
(customer) is successfully assigned to eCourse or if you receive an Unable to assign notice
Exit the Assign Customers screen by clicking on the Dashboard or Ecourses header
To assign another customer, click on the Ecourses header and follow the directions above
XXXXX
Select Ecourses
XXXXX
1. Select the
desired eCourse
title, then rightclick it
#1
#2
XXXXX
1. Type in the
customers
information (name #1
or SSN), then click
Search
#2
XXXXX
2. Select the
person icon to
assign
#3
XXXXX
#2
1. Click OK*
2. Select either
the Dashboard
header to exit
this screen and
return to the
Atlas menu list or
Ecourses to
return to the list
of available
Ecourses
Assignment Confirmation
You were successful in assigning an eCourse to a customer if:
You receive a pop-up button indicating User (customer) successfully assigned to eCourse
You right-click on the eCourse title within the Ecourses screen, then click on View Assigned
Customers and see your customers name appear in the Assigned Users screen list
XXXXX
XXXXX
To confirm customer
assignment or to view
names of assigned
customers, select
View Assigned
Customers
XXXXX
1. Click OK*
2. Select either the
Dashboard header to
exit this screen and
return to the Atlas menu
list or Ecourses to return
to the list of available
Ecourses
#2
TROUBLESHOOTING
Check to see if your customer is
already assigned by returning to
the Ecourse screen and rightclicking the eCourse title to View
Assigned Customers
If the customer is not already
assigned, confirm the customer is
registered in Atlas; the customer
must be registered in Atlas to
complete an eCourse