Creating a New Criteria-Based Learner Group

In this topic, you will create a new criteria-based learner group.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "james.davis"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Enterprise Learning menu.

   Step 7

8. Click the Learner Groups menu.

   Step 8

9. Click the Maintain Learner Groups menu.

   Step 9

10. Click the Add Criteria Based Learner Group link.

    Step 10

11. Click in the Description field.

    Step 11

12. a valid value
     e.g.
    Enter
     "Allegany County"
     into the Description field.
    Step 12

13. Click in the Short Description field.

    Step 13

14. Enter "Allegany C" into the Short Description field.

    Step 14

15. Click the Look up Owner button.

    Step 15

16. Click in the Last Name field.

    Step 16

17. a valid value
     e.g.
    Enter
     "smearman"
     into the Last Name field.
    Step 17

18. Click the Look Up button.

    Step 18

19. Click the CLAIRE SMEARMAN link.

    Step 19

20. Notice the Automatically maintain membership checkbox. If selected, group membership will be updated automatically whenever you run the Build Learner Group process, and you will be unable to manually add or

    delete members.

    Step 20

21. Click the Maintain Membership checkbox.

    Step 21

22. Click the Group tab.

    Step 22

23. The Group tab allows you to enter the criteria for the learner group you are creating. In this example only one criteria is entered, however multiple criteria can be entered for a learner group.

    Step 23

24. Click the Criteria Type drop-down list.

    Step 24

25. Click the Customer list item.

    Step 25

26. Click the Look up Criteria Value button.

    Step 26

27. Click the Allegany County link.

    Step 27

28. Clicking the Populate Learner Group button selects the learners that meet the criteria you selected and displays them in the Group Members section.

    Step 28

29. Click the Populate Learner Group button.

    Step 29

30. Notice the Group Members section was populated.

     

    Always click the Populate Learner Group button to verify the population is correct. 

    Step 30

31. Click the Save link.

    Step 31

32. Click the Home link.

    Step 32

33. Click the Sign out link.

    Step 33

You have completed creating a new criteria-based learner group.

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