Set Availability by Organization Unit

  1. Go to Availability Selection Criteria drop-down menu in functional area that requires availability
  2. Select OU type from the Select Criteria drop-down
  3. Click Search icon to select the specific OU
  4. Search OU's by Name, Owner, or ID. Enter full or partial information and click Search
  5. View Results
    1. If over 10 results returned
      1. Click <<Previous or Next >> to view other pages
      2. Select range to view from record # drop-down list
  6. Select OU by clicking Add icon
    1. If selecting more than one OU within the same OU type
      • Click Add icon to add another OU to the selected list within the same pop-up
      • If OU name has already been selected, the Add icon will be replaced by N/A
  7. If necessary, Create New Group
    1. For more information on creating a group, See - Create Groups.
    2. Select New Group
  8. Click Done to add OU to availability list
  9. Define settings for selected OU's
    1. Check Include Subordinate to make the learning object (LO) available to the selected OU, as well as is its subordinate OU's
    2. Check Pre-Approved to exempt these OU's from requiring approval for the LO
    3. Check Register Upon Approval to automatically register the selected users in the training, thereby allowing them to bypass the register link on the transcript
    4. Select Required or Suggested to display the LO in the Suggested Training section of the Welcome Page or in the Required Training section of the User Transcript
    5. Select a Training Form to be included with this LO if desired