This article explains how to use the Overwrite 'Required By' Date for All Courses field within a Training Needs Analysis (TNA) (a record in the People and Training module of Assure that maps an employee's training requirements to a group of courses) record in Assure. Selecting a date in this field updates the Required By date on every course within that TNA simultaneously, replacing the need to update each course individually. After applying the bulk date, individual course dates can still be manually overridden if needed.
Prerequisites
- Access to Modules > People > Training Needs Analysis in Assure.
- An existing TNA record with one or more courses assigned.
- The user must hold the appropriate Role Permissions to edit TNA records within the relevant Organisational Unit.
Overwriting the Required By Date for All Courses in a TNA
In the People and Training module, a Training Needs Analysis (TNA) record allows an Assure Administrator or Training Manager to assign a Qualification or TNA Template (a reusable group of training courses mapped to a particular role) to one or more employees, selecting the group of courses that require completion.
Where the Required By dates on all courses within a TNA need to be updated at once, the Overwrite 'Required By' Date for All Courses field allows this to be done in a single action, rather than updating each course row individually.
When to Use the Overwrite Required By Date Field
When a TNA is created, each course within the TNA is assigned a Required By date based on the default settings in the TNA Template. In some situations, those default dates will not match what is needed for a specific employee or situation. Without this feature, an administrator would need to open and update each course row in the TNA individually, which is time-consuming when a TNA contains many courses.
Common scenarios where this feature saves significant time include:
- New starters joining mid-year whose training requirements all need to align to a single deadline, regardless of the TNA Template defaults.
- Employees returning from extended leave who need all their Required By dates pushed forward to reflect their updated availability.
- Regulatory or policy changes that require all employees in a role to complete their training by a new fixed date.
- Role changes where an employee has been assigned a new TNA and all training needs to be completed within a defined onboarding window.
- Large TNAs containing many courses, where setting dates individually would be impractical.
The field provides a single action to align all course deadlines at once, while still leaving individual course dates editable afterwards for any exceptions.
How to Use the Overwrite Required By Date Field
1. Navigate to Modules > People > Training Needs Analysis.
2. Open the relevant employee's TNA record.
3. Locate the Overwrite 'Required By' Date for All Courses field on the TNA record.
4. Select the date to apply to all courses in the TNA.
Once a date is selected, the Required By date on every course associated with that TNA record is updated to the selected date simultaneously.
Amending Individual Course Dates After the Bulk Update
After using the Overwrite 'Required By' Date for All Courses field, individual courses within the TNA can still be edited to apply a different Required By date, overriding the bulk date where needed. The overwrite field sets a starting point for all courses; individual course rows remain editable.
AI Metadata
- Product Area: People and Training module > Training Needs Analysis (TNA)
- User Role: Assure Administrator, Training Manager, HR Administrator
- Tags: TNA, Training Needs Analysis, Required By date, Overwrite Required By, bulk date update, courses, People and Training, Qualification, TNA Template
- Version/Region: All Assure versions; all regions
- Important Synonyms: Training Needs Analysis = TNA = training requirement record; Required By date = due date = completion deadline; TNA Template = Qualification = Job Role Template; Overwrite Required By Date for All Courses = bulk date field = bulk Required By update; People and Training module = People module
- Suggested Embedding Keywords: overwrite required by date TNA Assure, update all course dates TNA, bulk required by date TNA, training needs analysis required by date all courses, set same date all courses TNA Assure, TNA bulk date update Assure
- Relevant Modules and Cross-Module Implications: This article is scoped to the People and Training module in Assure, specifically the Training Needs Analysis sub-area. The Required By dates updated by this field flow through to individual Training Records (the records that track each employee's progress against a specific course), which are visible in Modules > People > Training Records. The updated dates affect compliance calculations in the Training Matrix Report and the Training Compliance Overview on the Person Record. This feature is distinct from the Override Required By Date column available in the Data Import Tool, which performs the same function during bulk user imports.