Important Note:
Before taking any action, please turn off group and assignment notifications. It is recommended that ALL portal notifications are switched to off temporarily until you want an assignment notification to go out and if you do not want notifications to go to all learners upon group creation. Inactive members are automatically removed.
See the instructions below for how to create an automated group or how to automate an existing group:
How to Create an Automated Group:
1. Create a new group
2. Click the 'Membership' tab
3. Select the circle next to ‘Automated’
4. Click the 'Add a rule' button
5. Select 'Everyone' from the dropdown menu that appears
6. Click the save button in the top right
7. Existing learners will all be added to the group at this time, this may take a few minutes to process.
8. Now you can turn on portal notifications and assign training to the group with or without a due date set.
Note: When you add a new learner to the portal, the Learner will be added to the group automatically and assigned the training and receive a notification for the assigned learning.
How to Automate an Existing Group:
1. Locate the group that you would like to automate
2. Click the three dots next to the group, then click edit
3. Click the 'Membership' tab
4. Select the circle next to ‘Automated’
5. Click the 'Add a rule' button
6. Select 'Everyone' from the dropdown menu that appears
7. Click the save button in the top right
8. Existing learners will all be added to the group at this time, however, this may take a few minutes to process.
9. Now you can turn on portal notifications and assign training to the group with or without a due date set.
Note: When you add a new learner to the portal, the Learner will be added to the group automatically and assigned the training and receive a notification for the assigned learning.
Automated Group FAQs:
Q: What if my group is existing and already has learning assigned to it when I turn on the setting?
A: You can turn the setting on and any learners not in the group will be added to the group and assigned any learning that is assigned to the group.
Q: I have more than 500 learners in my portal, will I encounter any issues?
A: No, but if you have a large number of learners in the portal (500+) and if you have portal notifications turned off, please wait for 10 minutes and then refresh the group to ensure all members have been added to the group before moving on to the next step.
For more information on groups click the link below:
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