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.

Curriculums can be added to the Smart Group in the Curriculums tab. The associated Learning Modules from the Curriculums added will be displayed in the Learning Modules tab.

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General Smart Groups can also be used in other places to define access to specific features or processes including:

• Announcement Audiences

• Collections

• Global HR Groups

• Goal Assignment

• Resource Links

• Tasks

Administrative Smart Groups

Administrative Smart Groups are used to assign specific Roles (Instructor, Administrator, etc.) to a group of users based on various filters.

When 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 with a certain 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 the specified Job Code, they will enter this Smart Group and automatically be given the Instructor role.