In order to create a Position, navigate to the Administration menu and select Positions.
Click the green Add New button to begin the creation of a new Position.
Step 1 - Information
On this page, you may select which Position type you want (Assignment or Administrative).
Assignment Position - used to create automatic assignments, cannot assign roles
Administrative Position - used to assign roles, cannot create assignments
Once you finish the creation process of a Position, the Position Type can not be changed. The remaining fields may 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 Position via the Position 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 position, 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.
In order for a user to be included in a Position, the user must meet the criteria of all of the Position’s filters.
Step 3 - Review
Finally, review your new Position and click Finish.