Learn - Overview of settings for a Group

In this article, we'll explain the purpose of the options that appear in the Group Administration menu, which is visible whenever a Group is created.

Group administration options

Option	Description
Details	Summary details of the Group
Custom fields	Create your own Custom fields to record additional information about Groups in Kallidus Learn. All custom fields can be included in reports. Custom fields are only visible in Learn admin. View this article to find out more about Custom Fields and how they can be used to record and report on highly specific details about Events in your LMS
Members	View and edit User assignments to this Group.
Administrators	Assign Users as Administrators for this Group. Only Users with the appropriate permissions can be selected.
Group	Create a hierarchy of Groups, so that all learning assigned at the 'top' of the hierarchy (Parent Group), will cascade to all Groups below in the hierarchy (child Groups).
Accreditation	View and edit Accreditation assignments for the selected User
Catalogue	Assign a Catalogue to this Group. Group members can browse and select Courses from the Catalogue.
Course	Assign a Course(s) to this Group. This course will then be mandatory for any Users in that Group and the Course will appear in their ‘Courses I have to do’.
Rules	Create a rule to automatically add Users to a Group
Send email	Send an ad-hoc email related to this Group, and all members of child Groups (if a Group hierarchy is defined). You can also send a copy of the email to yourself.
Report	HTML reports are available within Learn. They offer real-time data, but please note that unlike Business Objects reports, they cannot be customised or scheduled

Get deeper learning in The Academy

A Learn LMS administrator can manually add users to Groups with just a few clicks, but when you're working at scale it's way more efficient to automate the process, and your data is key to that. View 'Automate learning assignment' for more detail. 

View the 'Create a learning pathway' Course to see how your site set-up and Group rules can be used to deliver a tailored and focused learning experience for your people.