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Prior to version 9.4.1, Smart Groups were called Positions. |
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In order to create a PositionSmart Group, navigate to the Administration menu near the top of the page and select Positions Smart Groups.
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Click the green button that says Add New button to begin the creation of a new PositionSmart Group.
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Step 1 - Information
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Creating a Position
Position Information
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On this page, you may will select which Position Smart Group type you want (General or Administrative or Assignment). Once you finish the creation process of the Position. You can not change the Position Type. This can only be edited during creation. The rest of identifying your Position may ).
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General Smart Group - used to create automatic assignments, control access to content such as Resource Links and Announcements, and more. Cannot be used to assign roles. Administrative Smart Group - used to assign roles, cannot create assignments |
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Once a Smart Group is created, the Smart Group Type can not be changed. The remaining fields can be edited after creation. |
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To identify a Position, you will complete Complete this page by filling in a the Code, Name, and Description fields.
The Include in Student Search Catalog Filters setting controls if you will allow the student to search through the Catalog with a Position filter, to see content that is assigned to that Positionstudents can find all learning modules assigned to this Smart Group via the Smart Group Filter in Catalog Search.
Once you are done with this step, click the Next button.
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Step 2 - Filters
On this page, you can select different filters for your positionSmart Group, suchas such as Divisions, Regions/Districts, Job Codes, Locations, Location Types, Users, and Extended User Properties. You will also see any Extended User Properties that your organization has any set up. From that selection, select
Select the filter type that you find appropriate in the drop-down.
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When selecting your filters, keep in mind that users must meet all the filters to be included.
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Next, you can search for values to filter on. Check the values you want and click Add Selected.
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When done with your filter selection. Click Save Filter.
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Repeat this process to add as many filters as you need. Once you are done implementing filters click Next to continue.
Final Steps
Finally, review your new position and click Finish.
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Position Types
Assignment
Assignment positions are used to automatically assign learning modules to a specific group of users.
Compared to the Administrative Position Types, Assignment Position Types have two additional tabs near the top of the page. Those being the Curriculums and Learning Modules tabs. You may add Curriculums in the Curriculums tab and the associated Learning Modules for the Curriculums added will be displayed in the Learning Modules Tab.
Other uses for Assignment Positions
These Positions can also be used in other places where you need to where you just need to specify a specific audience, such as:
Announcement Audiences
Collections
Global HR Groups
Goals
Resource Links
Tasks
etc.
Administrative
Administrative Positions are used to assign specific Roles (instructor, administrator, etc.) to a group of users based on various filters.
When selecting this type, another dropdown box will appear saying Role. The Role you choose will be given to all user within this Position.
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An example of how to automatically assign a role to certain users
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In order for a user to be included in a Smart Group, the user must meet the criteria of all of the Smart Group’s filters. |
Step 3 - Review
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Finally, review all your selections for your new Smart Group and click Finish.