As a LearnPlatform administrator, you can create groups to quickly add a regular team of users as reviewers of product requests, as participants in a feedback request, or as reviewers of Provider Applications.
Groups may contain individual members or other groups.
You can edit groups. You can also delete groups.
Note: If a group of multiple individuals is assigned to review a product request, the task closes when anyone in the group completes the task, and the review process moves forward. If you want each person to complete a review, assign them as individuals.
- Consider making groups for an individual that will play a role in your review processes. Updating a member of a group is easier than updating all workflow details.
- If a group of multiple people are assigned to complete product feedback, all group members are able to complete the feedback request.
Open Groups
Click the Members drop-down link [1]. Then click the Groups link [2].
Create New Group
To add a new group to your organization from the Groups tab [1], click the Create New Group tile [2].
To add an icon for the group (optional), click the Image icon and select an image [1].
Enter a name in the Name Your Group field [2].
Enter a description of the group [3].
Select group participants. To select individuals, organizations, or other groups, click the Educators button [4], the Organizations button [5], or the Groups button [6].
To search for the name of an individual, organization, or group, enter text in the Search field [7].
To select participants, click participant checkboxes [8].
If a desired participant is not on your current list of members, you can add them. Click the Invite New Educator to Organization link [9].
Click the Create button [10].
View Group Details
Each tile on the Groups page displays the group name [1], the group description [2], and the number of members [3].
Edit or Delete Group
To edit a group, click the Edit icon [1].
To delete a group, click the Delete icon [2]. Then confirm that you want to delete the group.
Note: When you remove group members, previous reviewer assignments do not change. For example, if you assign Group A to review Provider Application 1, and later you remove an educator named Sally from Group A, Sally is still assigned as a reviewer of Provider Application 1.
