How to add a new group

Groups are a way of organising all the employees in the system into manageable classes, based on similar learning needs. This is especially useful when applying learning paths to employees, as you can apply a learning path to all users in a group at the same time. For example, you may want to set up a group for Graduates, as all your graduates will need to follow the same learning path and complete certain courses and assessments by the same time. Creating a group would allow you to set up one learning path that you could then apply to the group once, and it would be attached to all the users in that group.

Adding a new user to the system:

  1. From the main menu select Groups 4 Add Group.
    The Add Group page will display.

  2. Enter the name for the group in the Group Name field.

  3. Enter a brief overview of the group in the Description field.

  4. For the following fields, enter the amount of time users have before communication emails are sent to users in the group for certain situations.

  5. Click Add.
    A message will display telling you the group has been added successfully.

  6. Click Back.
    The List of Groups page will display.

  7. You now need to add users to the group, and the learning path and catalogues that apply to them.

 

Click on the instructions below that you want to view:

Managing the learning paths for a group

  1. Ensure you are in the List of Groups page. If you are not select Groups 4 Manage Groups from the main menu.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  1. Find the group you just created in the list and click the Manage Learning Paths button in that row.
    The Manage Learning Paths for Group page will display. The second section, Learning Paths not Currently Assigned to this Group, will list all the learning paths in the system.
     

      

    You can access the Manage Learning Path page by clicking the Manage icon to the right of a learning path's name in the list, .

  2. To add a learning path to the group, locate it in the Learning Paths not Currently Assigned to this Group area and click the Add button .

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

Managing the catalogues for a group

  1. Ensure you are in the List of Groups page. If you are not select Groups 4 Manage Groups from the main menu.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group you just created in the list and click the Manage Catalogues button in that row.
    The Manage Catalogues for Group page will display. The second section, Catalogues not Currently Assigned to this Group, will list all the catalogues in the system.
     

      

    You can access the List of Contents for Catalogue page by clicking the Manage icon to the right of a catalogue's name in the list, .

  3. To add a catalogue to the group, locate it in the Catalogues not Currently Assigned to this Group area and click the Add button .

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

Managing the users for a group

  1. Ensure you are in the List of Groups page. If you are not select Groups 4 Manage Groups from the main menu.
     

      

    You can use the Filter feature to find a group, or click a page number at the bottom of the page to jump to that part of the list.

  2. Find the group you just created in the list and click the Manage Users button in that row.
    The Manage Users in Group page will display. The second section, Users not Currently Assigned to this Group, will list all the users in the system.
     

      

    You can email a user, view a user's properties and access the Edit User page from the buttons to the right of a user's name in the list, .

  3. To add a user to the group, locate them in the Users not Currently Assigned to this Group area and click the Add button .

  4. To add multiple users at once, you can select the checkbox to the left of each user you want to add, then click the Add Selected link at the bottom of the page. You can also use the Add All link to add all listed users to the group.

  1. Click Back.
    You will be returned to the List of Groups page and the group will be updated.

See also:

Managing Groups

How to change a group's details

Managing Users

How to import users into a group

How to filter a list of users or groups