How do I create a smart group? Follow
In Bridge, you can create a smart group for your users. A smart group is a dynamically created group defined by rules, such as a specific department, title, or manager. Users are added to the group automatically according to the rule attributes. Once you create a smart group, you can add the smart group to a course or program.
Users who are added to a smart group are required to complete the courses or programs that are assigned to the group. However, if the user's profile changes, such as a change in department or title, the user's in-progress courses will become optional, and the user will be added to any courses and programs assigned to the user's new smart group.
Notes:
• Smart groups can only be created with custom attributes added to the system.
• Smart group attributes are created when adding or updating users with a CSV file.
• Any new users added to your account that match the rule attributes of an existing smart group will automatically be added to the smart group, and to any courses in which the smart group is enrolled.
• If you would rather add users to a group manually, learn how to create a group.
• Some features may be restricted based on permissions for your user role.
Open Admin Menu
Click on the ADMIN option in the Global Navigation menu. Then click on Manage Groups.
Note: The Global Navigation menu may differ depending on what is enabled in your account.
Create Smart Group
On the Groups page, click the Add New Group button [1]. Click the Add New Smart Group option [2].
Add Group Title
In the group title field, enter a name for your group.
Select Rule Attributes
In the operator drop-down menu [1], choose an operator for your smart group rules. These operators are defined as all or any. This lets you require users meet either all or any of the smart group rules.
In the attribute section, click an attribute to create your rule [2]. Attributes are pre-populated for your account by an admin and values are part of user profiles.
When creating a smart group, some standard Bridge fields can be used; those will be noted with a key next to the attributes name [3].
Notes:
- Smart group attributes are created when adding or updating users with a CSV file.
- All or any operators cannot be used together in the same smart group.
Hire Date
When creating a group with the standard Bridge fields they will all work the same except for the Hire Date. You will be able to indicate Hire Date is, is not, is after, is before, is between, or is not between a specific date. There is a calendar drop down you can you to select the specific date(s).
An example would be saying "Hire Date is after 01/01/2020" this would then create a group with all users hired after the first day of 2020.
Select Limitation
In the rule field, select the limitation for the attribute. These limitations are defined as is or is not.
Note: The is or is not operators cannot be used together in the same rule.
Select Attribute Values
Attribute values are also part of a user's profile. In the Rule field [1], click the checkboxes of the values you want to include in the rule. To search for a value for an attribute, enter a search term in the Search field [2]. To see additional values, click the Show Next button [3]. When you are finished selecting rule values, click the Done link [4].
Create Additional Rules
To create additional rules, click the Add Another Field link [1]. To save your changes, click the Update Group button [2]. To discard your rule, click the Cancel button [3].
View Users
Bridge displays all the users in your account who you have added to the smart group.
Manage Group
To edit a rule, click anywhere in the Rule field [1]. To remove an existing rule, click the Remove icon [2].
Note: To add or remove a user, you must edit the rule(s) of the smart group.
Save Group
To save your changes, click the Update Group button.
View Group
View your smart group.
Remove Group
To remove the entire smart group, locate the smart group on the Groups page and click the Remove icon.
Note: Deleting a smart group also removes the users from any courses that added users via the smart group.
Confirm Remove
To confirm removal, click the Disband link.
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