Creating a Smart Group

Prior to version 9.4.1, Smart Groups were called Positions.

1 Step 1 - Information
2 Step 2 - Filters
3 Step 3 - Review

In order to create a Smart Group, navigate to the Administration menu and select Smart Groups.

Click the green Add New button to begin the creation of a new Smart Group.

Step 1 - Information

On this page, you will select which Smart Group type you want (General or Administrative).

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

Once a Smart Group is created, the Smart Group Type can not be changed. The remaining fields can be edited after creation.

Complete this page by filling in the Code, Name, and Description fields.

The Include in Student Search Catalog Filters setting controls if students 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.

Step 2 - Filters

On this page, you can select different filters for your Smart 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.

Select the filter type that you find appropriate in the drop-down.

Next, you can search for values to filter on. Check the values you want and click Add Selected.

When done with your filter selection. Click Save Filter.

Repeat this process to add as many filters as you need. Once you are done implementing filters click Next to continue.

Step 3 - Review

Finally, review all your selections for your new Smart Group and click Finish.

Cognition Knowledge Base

Cognition Knowledge Base

Creating a Smart Group

Step 1 - Information

Step 2 - Filters

Step 3 - Review