Question

Group assignments by Branch

  • 31 October 2023
  • 2 replies
  • 33 views

Our platform is used by our different member companies. Looking to see how we can assign a group to a member branch and only they can see it, without having to create a separate group for each member. For example, we have a group called “Technician” we would like our company X to assign training to their “Technician” group only and not the “Technicians” at all of our companies. In other words, keep the group limited to just that member company for them to assign their training, where company A can assign different training the their “Technicians”. Thank you


2 replies

Userlevel 5
Badge +2

Hi - You can use the common fields in your group, for example in Group A = Company Name contains “________”; Group B  = Company Name is not equal to “___________”. Hope I understood your question correctly.

Userlevel 7
Badge +7

Groups contain several options...one of which is the Branch and the other is the Additional fields so you can easily create a group of techs for 1 branch and another group for techs in another branch. If you have many branches, you probably need a group for each. This depends on whether you plan to use Enrolment rules or just to manually assign courses.

Reply