QUICK START GUIDE - Groups
- Checklists are aids that help you review configuration settings and follow best practices prior to testing. Be sure to test the functionality fully in your Pilot portal before releasing to end users.
- Groups are used to create an organizational unit based on multiple criteria and are incredibility flexible. The users within a Group can be dynamically updated based on the user criteria, every time the Group is processed. Groups can be used to set availability for learning objects or tasks, to create learning assignments, or to filter for reporting.
PERMISSIONS REQUIRED AND PAGE ACCESS
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BEST PRACTICES FOR POST CONFIGURATION
GO TO | To make edits to previously created Groups, go to Admin>Org Units>Manage Organizational Unit Hierarchy>Pick Group from the Select Organizational Unit dropdown. Click the Edit icon ![]() |
ENABLE SETTING | Any changes made to the Group will be picked up the next time the Group processes. |