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Set up and manage a learning group

Declan Manning
Updated

Available for the following Learning plans: Standard, Plus

The Group Management feature allows you to create your organization's learning groups a user can join to discuss certain topics or training needs.. You can also use this feature to setup the membership details, edit the information, and setup the visibility of the group. Lastly, you can also use this feature to delete a group you no longer need or export the list of groups on your learning platform.

Getting started

Create a group
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Groups tab.
  4. Click the Create button.
  5. Complete the following fields:
    • Group name.
    • Group description.
    • Group logo.
  6. Click the Create button.
Assign learning material
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Groups tab.
  4. Click the Group that needs learning assigned.
  5. Click the Assign button.
  6. Select the learning resources and click the Continue button.
  7. Enter the due date and click the Assign button.
Setup membership details
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Groups tab.
  4. Click the group that needs membership details setup.
  5. Click the Edit button.
  6. Click the Membership tab.
  7. Select from the following membership options:
    • Open.
    • Restricated.
    • Automated.
  8. Click the Save button.
Setup group visibility
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Group tab.
  4. Click the group that needs visibility details setup.
  5. Click the Edit button.
  6. Click the Visibility and Access button.
  7. Complete the following fields:
    • Share with portal.
    • Current access.
  8. Click the Close button
  9. Click the Save button.

Daily activities

Filter displayed groups
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Group tab.
  4. Click the   Filter button.

Export data

Export my group list
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Groups tab.
  4. Select the groups that need exporting.
  5. Click the   Export as CSV button.

Edit data

Edit a group
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the Groups tab.
  4. Click the group that needs editing.
  5. Click the   Edit button.
  6. Make the required changes and click the Save button.

Remove data

Delete a group
  1. Click the Your Profile button.
  2. Click the Administrator button.
  3. Click the groups tab.
  4. Click the group that needs deleting
  5. Click the Edit button.
  6. Click the Three Dots button.
  7. Click the Delete button.

Automated Group feature questions

What if my group already exists and has learning assigned to it when I turn on this setting?

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. If the learner has already completed the learning and the learning has not expired or has no expiry, they will not be reassigned the learning and will keep their completed status.

I have more than 500 learners on my platform, will I encounter any issues?

No, but if you have a large number of learners on the platform (500+) and if you have platform 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.

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