A Smart Group is:
A mechanism in Bridge that allows for the use of imported user data to automate affiliation with a group as a means of (1) automating delivery of specific content to those learners and (2) reporting.
Learn how to create a smart group.
An Enrollment is:
A required training for a learner that will show up on their Transcript with a status (not started, in progress, completed, etc.).
Learn more about content visibility for learners in Bridge.
When learners move between smart groups because of the value fields that associate them with those groups, a lot can happen to enrollments.
The following are behaviors for the different learnables that are affiliated with smart groups.
COURSES
- Courses that are "not started" are removed from the learner
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Required courses that are "in progress" are moved to optional enrollments
- ALL optional enrollments are NOT required to have a due date so they can never be overdue and will not show on manager or learner summary notification emails
- Courses that are “completed” remain intact and remain on the Learn landing page
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If a course re-enrollment is needed
- There is an option to manually re-enroll individual users OR manually re-enroll all completed, but there isn’t a way to re-enroll a select number of users; it’s all or nothing
- If admins need to re-enroll a significant number of users, but not ALL completed, they have to either do it one-by-one or manipulate the expiration and auto re-enrollment features to force a re-enrollment overnight
PROGRAMS
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Programs that are “not started” are removed from the learner
- Courses within the program follow the logic above
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Required programs that are “in progress” will adopt course behaviors from above because the program enrollment will go away
- An “In progress” course moves to the “Added by You” section
- All completed courses will stay intact
- Any courses that have not been started will be removed
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If content is added to the program
- If an admin re-enrolls the learner in the program, they will get the new content, but their completion will stay intact and they won't be required to take the newly added items
- Program enrollments do not update once completed; auto re-enrollment is the only option for that
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Users migrate to another group with overlap on some courses in a program
- Course completion dates would be the date of the completion for the original taking of the course (in the previously enrolled program)
- If the courses are the same, the learner’s program completion will be the day they were enrolled in the new program (assuming all courses were completed)
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If a program re-enrollment is needed
- There is no manual re-enroll option for programs, so admins have to set expiration dates to force auto re-enrollment
- Programs do not allow for uploading enrollment data like completion or expiration dates en masse via CSV as can be done with courses, which means admins have to go through and manually and individually set expiration dates for every user they wish to force an auto re-enrollment
JOURNEYS
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Journeys that are “not started” are removed from the learner
- Courses within the journey follow the logic above
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