Assignment Hierarchy

This diagram illustrates the associations that need to be made in order to create automatic assignments using Positions:

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In the left branch of the diagram, a Position uses one or more filters to group users based on their properties. The right branch of the diagram shows the Curriculum-Course-Learning Module hierarchy. Across the top, the Curriculum is then associated with the Position to assign the modules to the users in the Position.

Grouping Users into a Position (Smart User Group)

A Position can filter on user properties like Job Code and Location to create smart user groups. For example, for a Position to include all cashiers from three Locations, a Position could be created with two filters:

• A Job Code filter that includes all cashier Job Codes

• A Location filter that includes the three Locations

Follow these steps to create a new Position:

• Navigate to Positions in the Administration menu.

• Click “Add New” at the top right.

• In Step 1, select “Assignment” type for the position. Enter in a Code, Name, and Description.

• In Step 2, select the filters and values for the Position:

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Checking the users included

The Users tab displays a list of the users currently in the Position. If there are significantly more or less users than expected, you may want to double check that the filters were set up correctly.

Creating the Content Hierarchy

Before Learning Modules can be automatically assigned to users, a Curriculum-Course-Module hierarchy needs to be created (represented by the right side of the assignment diagram above).

Create a Course

Learning Modules must first be grouped into Courses. (Even if only a single Module is being assigned, that Module must first be put into a Course and Curriculum.)

• Navigate to Courses in the Learning menu.

• Click “Add New” at the top right.

• In Step 1, enter in a Code, Name, and Description.

• In Step 2, select the Learning Modules to be included in the Course. Learning Modules grouped in a Course should generally be modules that are assigned together.

Create a Curriculum

Courses are then grouped into a Curriculum.

• Navigate to Curriculums in the Learning menu.

• Click “Add New” at the top right.

• In Step 1, enter in a Code, Name, and Description

• In Step 2, select the Courses to be included in the Curriculum. These Courses will be assigned together in this Curriculum, but Courses can be used in multiple different Curriculums.

Associating the Position and Curriculum

The final step to making assignments is to associate the Position and Curriculum. This will give automatic assignments for all modules in the Curriculum to all users in the Position.

• In Position administration for your newly created position, navigate to the “Curriculums” tab.

• Click the “Add Curriculum(s)” button.

• Search and select the Curriculum(s) to be assigned.

Utilizing Existing Positions, Curriculums, and Courses

Later on down the road, there may be new Learning Modules to assign. In many cases if you are assigning to an existing audience, then the Positions, Curriculums, and Courses you’ve already set up can be utilized:

• You can add a Learning Module to an existing Course.

• Or you can create a new Course, add Learning Modules to it, and add it to an existing Curriculum.

• Or you can create a new Curriculum and associate the Curriculum with an existing Position.

Once any of these steps have been completed, the new Learning Modules will be automatically assigned to the previously created Positions. Over time, your existing assignment “infrastructure” can make your work easier down the line!