BlueVolt Admin Guide - Group Management

Introduction to Groups and Subgroups

Groups serve two basic purposes in BlueVolt: create organized reporting and focusing content on specific audiences. Learners (aka Users) in BlueVolt can be assigned to an unlimited number of groups and subgroups, but will always be assigned to a "Primary Group" or "Parent Group" based on their account department or program (see below).

 

Automatic User Assignment to a "Primary Group"

By default, all learners at Pacific University are enrolled in a "Primary Group" or "Parent Group" specific to your department or program. This is done automatically when a student or employee becomes active with the University and has their program or department declared by the Registrar or Human Resources in our ERP system.

 

Creating Subgroups

A subgroup in BlueVolt is simply a group nested underneath your program's "Primary Group" or "Parent Group" and is a great tool for separating tasks like reports or mass learner enrollment into a Training Track on a specific subset of learners in your department or program. For example, it would be advisable to have a subgroup for a new cohort of students beginning a clinical rotation. The entire subgroup of students could be enrolled in a Training Track's collection of coursework in a matter of moments, and running Training Track report on just these individuals is made much easier.

Note: Remember to use the naming convention for groups in BlueVolt (e.g. "AUD Class of 2020") and to grant your department's other admin users right to administer or report on this new group.

To create a new subgroup:

  1. Login to BlueVolt
  2. Launch the Admin Dashboard from the top-corner under Admin => Dashboard
  3. Navigate to My University => Groups => Groups
  4. Select your Group from the list. Please note that loading groups from this Admin Dashboard can take a few moments
  5. Continue to move down through your group hierarchy until you arrive in the group under which you would like your new subgroup located, then select Add or remove subgroups
  6. Name your group, add a description (optional) and Save Group

Adding  Users (Learners) to Subgroups

Now that your subgroups are created, you can add or remove learners. Important Note: adding a learner to a group does not automatically add them in a Training Track and removing a learner from a group does not remove them from a Training Track.

Adding users to Subgroups now (as of Q1/Q2 2022) has to be done per user.

  1. Login to BlueVolt
  2. Launch the Admin Dashboard from the top-corner under Admin => Dashboard
  3. Navigate to Users => Users
  4. Search for your User, while selecting your highest level group
  5. Find the correct User, then select Edit
  6. Select Add Group Role, then select your subgroup. Mark the checkmark for student (unless your user needs to run reports or administer this subgroup).
  7. Click the Save buttonSave you changes by clicking Update Roles

 

Removing Users (Learners) to Subgroups

You may occasionally need to remove a user from a subgroup. Important Note: adding a learner to a group does not automatically add them in a Training Track and removing a learner from a group does not remove them from a Training Track.

  1. Login to BlueVolt
  2. Launch the Admin Dashboard from the top-corner under Admin => Dashboard
  3. Navigate to My University => Users => Users
  4. Search for the learner using the keyword field, or select a group they are a member of, then select Get Users
  5. Find your learner and select Edit
  6. Under Group Specific Roles, uncheck the box assigning this learner a role to your group and click Save. You can remove a user from multiple groups simultaneously from this interface.  Note: do not edit or update any information under the User Information, Pacific University Information, Single Sign On, or Address areas of this screen.

Details

Article ID: 136295
Created
Mon 10/18/21 11:22 AM
Modified
Wed 5/18/22 11:23 PM