Actions

How do I create actions?

Please follow the steps below to create an action:

1. Go to the actions tab

2. Click on the “New action” button

3. Select all the content that you would assign. You can choose from podcasts, power reads, videos, experiences, and trails

4. Select the users and/or groups you would like to assign the content to

5. Add an action title, purpose/goal, start date, and a due date.

6. If you’d like to change the order in which your content appears in an action, simply use the drag-and-drop functionality. You can move each content piece to the left or right and create your desired order.

7. Once you are happy with the content and users/groups, click “Create action”

Can I schedule actions to go live on a future date?

Yes, by using the start date functionality in the last step of the action creation flow, you can schedule actions for a future date. Please note that the start date can be updated only if it has not passed already.

How can I assign the trail we created?

Actions in the Tigerhall app refer to certain content pieces/trails that you’d like to highlight for end users to let them know what specific learning content they are expected to complete.

The assigning function allows admins to assign different trails and content pieces to different groups/users.

There are two ways in which one can assign a trail to a group/user(s):

• Assign the content right after the trail is created

• Create a trail and assign it later from the 'actions' function

We can assign trails to either Groups of people or by selecting individual users.

Please see the video to follow the steps to assign a trail right after it has been created:

What are the action statuses?

The following are the three action statuses:

1. Active - actions that are within their due date.

2. Published - actions that have been scheduled to go live on a future date.

3. Expired - actions that have gone beyond the due date. Users can still complete this action by accessing it from the “Expired” tab on their actions page.

4. Inactive - Any action that’s been marked as inactive by the admin. This removes it from the end user’s actions section on the homepage.

How can I edit an action?

• You can edit the “Due Date” for any active/expired action.

• You can edit the users/groups for an active action.

• You can mark an active/expired action as inactive.

• However, once you mark an action as inactive you cannot change any information on it.

How can I mark an action as inactive?

You can mark an action as inactive by following the steps below:

1. Go to the actions tab

2. Click on any action title

3. Click on the Mark as Inactive button

Where can I view all the inactive actions?

To view all inactive actions, follow the steps below:

1. Go to the actions tab

2. Click on the “Inactive actions” button

Where can I view action completion at a user level?

You can view statistics on completion related to an action within the individual action page. You can access this table in a couple of ways:

1. Clicking on the action title in the Statistics tab’s tables

2. Going to actions → Selecting relevant action → scrolling down the action detail page

Feel free to use the filters available to check on specific users' completion rates. You can also use the Organization Groups filter to filter users using the pre-created Groups within the organization. Please note that these groups are not restricted to those in the action.