Groups

Groups are used to create subsets (teams) of people within an Instance.  For example, if the participants within an Instance need to be broken down into separate groups for organizational or analytical purposes (e.g., teams, squads), those groups can be created at the Module level and then individuals can be assigned to teams at the Instance level. Individuals can also be placed into multiple groups. Groups can also be created at the Instance level, but they would only be available for use in the Instance in which they are created.

This feature can also be used to limit people within groups to specific surveys and assessments. For example, individuals could be grouped by squads and rate only their squad members’ performance, rather than every individual in the Instance. In these cases, surveys are configured with a target group, and users are prompted to select a team from within that group to complete the survey on.

Configuring Groups

From the Module homepage, select “People”  “Manage” “Groups.”

• Select “New Group” to create a new group.
• Provide a name and select the group from the available roles you wish to create the group from. Click “Save”

Editing Groups

To edit the group, click on the group name, then click “Edit” to make any revisions to the name or role.

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Version(s) 17.2 and later