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Prior to version 9.4.1, Smart Groups were called Positions. |
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Assignment Positions
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General Smart Groups
General Smart Groups can be used for a variety of automations in the system, including automatically assigning Learning Modules to a specific group of users using Curriculums.
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 Curriculums can be added to the Smart Group in the Curriculums tab and the . The associated Learning Modules for from the Curriculums added will be displayed in the Learning Modules Tabtab.
Other uses for Assignment Positions
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General Smart Groups can also be used in other places where you need to specify a specific audience, such asto define access to specific features or processes including:
Administrative
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Smart Groups
Administrative Positions Smart Groups are used to assign specific Roles (instructorInstructor, administratorAdministrator, 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
configuring an Administrative Smart Group, a Role must be selected to give to to all users in the Smart Group.
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Let’s say you need to give the Instructor role to users who have with a certain job code. Then within the Position filters, you would choose the Instructor role and you would filter on that Job Code. Then when Job Code. When creating the Smart Group, choose the Administrative Type and the Instructor Role. When configuring the Smart Group filters, add a Job Code filter, then filter on the Job Code you wish to receive the role.
When a new user is added to the system with that the specified Job Code, then they will enter this Smart Group and automatically be given the Instructor role, so that they don’t need to be manually given the Role.