Manually Mapping Groups to a Learning Plan

The functionality described in this topic is only available if you have activated Dynamic Groups.

You can manually map any number of Groups to a Learning Plan. (See Mapping Training to Dynamic Groups for information about dynamically mapping Groups to Learning Plans.)

If you are already adding a new Learning Plan, click the Users tab.

Or

On the ControlPanel:

1. Click next to Advanced Learning.
2. Click Learning Plans.
3. Use the Filters section to locate the Learning Plan you want.
4. Rest your pointer on the Learning Plan, and click .
5. Click the Users tab.

If there are Users already mapped to the Learning Plan, they display here.

The Groups section only displays when the new Groups functionality is active. The Groups section lists all Groups mapped to the Learning Plan. All Users who are members of the Group are listed in the Users section. The Added by Group column indicates how the Users were assigned to the Learning Plan.

In the example below, the Users were successfully and dynamically added to a Learning Plan. The Groups section displays the Human Resources Team Members Group, and the Users section contains those Users who are part of that Group. You can manually add more Users directly to the same Learning Plan.

- indicates that the User was added by Group affiliation.

- indicates that the User was added individually.

6. Click Add/Delete Group to add or delete Groups from the Learning Plan. The Item Mappings window opens.

7. Select Groups from the View Mapped drop-down list if it is not already selected.
8. Click Map to Learning Plan.
9. Search for and select the Groups you want. If any of the Groups listed are already mapped to the Learning Plan, their check boxes are not selectable.

   If you are using the classic Groups functionality, the following window opens:

   

   1. Type the Name or a portion of the name of the Group you want.
   2. Click one of the following:

   • Containing - to indicate the letters you typed in the previous step are contained within the name of the Group.
   • Beginning with - to indicate the Group name begins with the letters you typed in the previous step.

   3. Select the number of records to Display. (Default is 50.)
   4. Click Search. A list of Groups displays.
   5. Click the check boxes next to the Groups you want to include.
      or
      Clear the check boxes next to the Groups you want to exclude.
   6. Click Return Selected.

   If you are using the new Groups functionality, the following window opens:

   

   7. Type the name or a portion of the name of the Group you want in the Search field.
   8. Click one of the following:

   1. Containing - to indicate the letters you typed in the previous step are contained within the name of the Group.
   2. Beginning with - to indicate the Group name begins with the letters you typed in the previous step.

   9. Select a Category from the drop-down list, or select All Categories.

   10. Select the number of records you want to display per page from Pagination. (Default is 50.)
   11. Click Search. A list of Groups displays.
   12. Click the check boxes next to the Groups you want to include.
       or
       Clear the check boxes next to the Groups you want to exclude.

   13. Click Return Selected.

10. Click Return Selected. The Groups are added to the Groups section on the Users tab, and the Users are listed in the Users section.
11. (Optional) Click the Due Date field next to the Group. A calendar pop-up opens.
12. Select the date from the calendar. The date displays in the field.

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