As an Account Admin, Admin, or Manager, you have the ability to create groups within your account, enabling you to manually organize learners. Groups allow you to streamline training assignments, deliver targeted learning to specific audiences, and enhance reporting. One reason to choose groups is when you know that a particular set of learners has completed something in Bridge and now needs to take the next step in their learning, especially in cases where using a Journey may not be the best fit.

However, I would generally advise against using expiration and re-enrollment as your group enrollment source. This approach can create complexities, as it relies on the enrollment source for reactivation. That said, there may be specific scenarios where re-enrollment makes sense, but they should be carefully considered.

Smart Groups take the concept of traditional groups a step further by automating the process of learner organization based on specific criteria. Instead of manually assigning learners to groups, Smart Groups dynamically update their memberships based on predetermined attributes.

How Smart Groups Work

Smart Groups utilize rules that you define, such as department, location, job title, or any other custom field. When a learner meets the criteria for a Smart Group, they are automatically added to that group. This ensures that your groups remain relevant and up-to-date without requiring constant manual intervention.

Groups and Smart Groups are invaluable tools for any organization looking to enhance its learning management experience. By utilizing these features, you can create a more organized, efficient, and collaborative training environment. Whether you choose to manually create groups or automate the process with Smart Groups, both options empower you to tailor training to meet the needs of your learners effectively.

1. Targeted Training: By organizing learners into specific groups, you can tailor training content to meet the unique needs of different teams. For instance, sales teams might benefit from training on new product offerings, while HR teams might require courses on compliance and regulations.
2. Efficient Management: Managing learners becomes easier when they are grouped appropriately. You can quickly assign courses, track progress, and analyze performance within each group, allowing for more efficient oversight.
3. Improved Reporting: Groups allow for more granular reporting and analytics. You can easily generate reports based on group performance, helping you identify trends, measure the effectiveness of training, and make informed decisions about future training initiatives.
4. Automation: Smart Groups save time and reduce administrative overhead. You can set it and forget it, allowing the system to automatically manage group memberships based on the criteria you’ve established.
5. Real-Time Updates: As learners change roles or departments, Smart Groups automatically reflect these changes, ensuring that the right learners are always in the right groups.

Data-Driven Insights: By leveraging the criteria for Smart Groups, you can gain deeper insights into learner engagement and performance, helping you make more informed decisions about training strategies.

In our system, smart group affiliations are automated, ensuring users are placed into the correct learning paths without manual intervention. Users can belong to multiple smart groups, but they cannot have multiple due dates for a single learning item.

Key Enrollment Rules:

• One UID per Course: A user can only be enrolled in one instance of a course at a time.
• Layered Grouping: Smart groups can be layered based on categories like:
  • Learners
  • New Hires
  • Department

Note: Avoid using "manager" groups as enrollment sources due to high turnover, which can disrupt re-enrollments.

Using Y/N Values for Smart Groups:

Y/N values help simplify smart group logic:

• New Hire? Y/N: Automatically move from Y to N after 90 days of the start date.
  • Note: "Start date" and "hire date" can differ based on requests.
• Manager? Y/N: This reduces the need to create groups for each manager role (e.g., marketing manager, store manager).

Note: Bridge cannot create groups based on roles, so Y/N values are a useful alternative.

If you would like to find out more about Groups, please visit this area in our Knowledge Base. If you have questions or need further assistance in setting up groups within your account, please don’t hesitate to reach out to our support team.