Assignments

Assignments personalize Preserve for the work people actually do at your site. An Assignment is a site-defined role or position — such as Control Room Operator.

In Operate, Assignments help users start in the right place on Home. They emphasize the Rounds and Interactive Procedures tied to that role. Users can still access all Procedures and Rounds in the system — Assignments provide focus, they do not lock users out.

In Learn, Assignments can also require specific courses or learning paths, with recurring deadlines like annual refreshers — and Preserve automatically tracks compliance, re-enrolls users ahead of each deadline, and flags anyone who falls behind.

Your organization can define its own Assignments:

Administrators and supervisors: create Assignments, assign users, link Rounds and Interactive Procedures, and set up recurring Learn requirements.
Operators and technicians: select the correct Assignment for the day and work from a focused Home dashboard.

What are Assignments?

An Assignment reflects a billet or responsibility at your site (for example, Control Room Operator, Field Technician). Each organization can create as many Assignments as it needs — you define what fits your operation.

In Operate, Assignments change what is emphasized on Home and the dashboard, especially contextual Rounds and priority Interactive Procedures.
In Learn, Assignments can require specific courses or paths with a recurring cadence, and Preserve handles re-enrollment and compliance tracking automatically.

What changes for users:

Home highlights Interactive Procedures configured for the Assignment (up to 10 procedures per type).
The home page also emphasizes Rounds linked to the selected Assignment.
Users can still open all Interactive Procedures and Rounds using View All.

How administrators create and assign

Step 1: Open Assignments

Click your name in the upper-right corner → Settings.
Click Assignments.

💡 This is a Platform-level setting, found via your username menu — not the small gear icon below the Operate dashboard (that gear icon is for Operate-specific settings like document uploads, separate from Assignments).

Step 2: Create a new Assignment

Click Create Assignment, then complete the form sections:

Overview

Assignment name (required) — shown across Preserve
Assignment description — helps users pick the right role for the day
Color (optional) — visual identification in lists and menus

Users

Select users from the dropdown → Assign
Assigned users appear with name, email, and a Remove option
These users see this Assignment as their default in the top menu bar

Rounds

Select Rounds from the dropdown → Assign
Review name, description, log count, and frequency; remove any that don't belong
These Rounds become contextual when a user selects this Assignment

Interactive Procedures

Select procedures → Assign for each priority item on Home
Prioritize within the 10-per-type Home limit
Users retain full procedure access via View

Recurring Learn Requirements (if Learn is enabled for your org)

Add Required Paths and/or Required Courses that users on this Assignment must keep current
A Path requirement automatically governs every course inside it — you don't need to separately require each course (courses already covered by a selected path are hidden from the course picker)
For each requirement, set:
- Anchor date — the first shared deadline for everyone on this requirement
- Cadence — how often it must be re-completed (6, 12, 24, 36 months, or One-time)
- Lead time — how far ahead of the deadline users are automatically re-enrolled (30, 60, or 90 days)

💡 How the timing works: Preserve calculates the enrollment window as Anchor date minus Lead time. For example, an Anchor date in October with a 30-day Lead time means users are automatically enrolled the prior September — 30 days before the deadline. This applies even to One-time requirements, not just recurring ones.

💡 Enrollment isn't instant: A scheduled job runs once per day, overnight, to process these enrollments. If you just set up a requirement and the user falls within the enrollment window, expect them to be enrolled by the next day, not immediately.

Step 3: Finish setup

Click Create. On the Assignments list, use Edit or Delete as roles change over time.

How users select and use their Assignment

Step 1: Check your default Assignment

After signing in, look at the top menu bar for your default Assignment name.

Step 2: Open assignment options

Click the Assignment name in the top menu. Options include View Assignment Details, other Assignment titles, and No Assignment Context.

Step 3: Select your Assignment for the day

Use View Assignment Details when you need more than just a title — the picker header reads "Select your Assignment for the day." Read the titles and descriptions, then choose the role that matches today's work.

Step 4: Work from your focused Home dashboard

Your dashboard shows Rounds linked to that Assignment, and Home shows priority Interactive Procedures for that role. Use View when you need a procedure not shown on Home.

Step 5: Switch or clear context when needed

Change your Assignment from the top menu if your role changes mid-shift. Choose No Assignment Context for an unfiltered dashboard view.

What happens if you fall behind on a Learn requirement

If you don't complete a required course or path by its deadline, it's marked lapsed. This can cascade: a lapsed course can demote progress on a path or qualification phase that depends on it, and any certificate tied to that requirement is automatically suspended. Once you complete the lapsed requirement, everything is automatically restored — no admin action needed.

Creating a Daily Round
Creating an Interactive Procedure
Browsing and Enrolling in Courses
Understanding Compliance & Recurring Training