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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 and select Positions Smart Groups.
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Click the green Add New button to begin the creation of a new PositionSmart Group.
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Step 1 - Information
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On this page, you may will select which Position Smart Group type you want (Assignment General or Administrative).
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Assignment Position General Smart Group - used to create automatic assignments, cannot control access to content such as Resource Links and Announcements, and more. Cannot be used to assign roles. Administrative PositionSmart Group - used to assign roles, cannot create assignments |
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Once you finish the creation process of a Position, the Position a Smart Group is created, the Smart Group Type can not be changed. The remaining fields may can be edited after creation. |
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The Include in Student Search Catalog Filters setting controls if students can find all learning modules assigned to this Position Smart Group via the Position 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, 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.
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In order for a user to be included in a PositionSmart Group, the user must meet the criteria of all of the Position’s Smart Group’s filters. |
Final Steps
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Step 3 - Review
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Finally, review all your selections for your new Position and click Finish.Anchor
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 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
Let’s say you need to give the Instructor role to users who have 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 a new user is added to the system with that Job Code, then they will automatically be given the Instructor role, so that they don’t need to be manually given the RoleSmart Group and click Finish.