Create/Delete an Education Group

Creating education groups are beneficial when managing multiple learners that may or may not be in the same department and organizations. This feature enables you to easily assign courses and generate reports to the entire group or to a select few within them.

This feature is available for the following roles: Resource Administrator, Department Head, Department Head Coordinator

---

1. Navigate to SiTELMS. Log in with your associated email address and password.
2. Under Manager Tools on the menu bar, click Education Groups.
   

   

3. Click +Create New Education Group.
   

   

Create An Education Group

1. In the Name text field, enter the name of the education group.
2. In the Description text field, enter an optional description.
3. To add Education Specialists to this education group, click +Add under Education Specialists section. 
   • Education Specialists (ES) have the ability to assign and manage education groups, as well as generate reports for these learners and the courses/content assigned to them.
   • You can add as many as you would like.
     
     
4. Select the organizations or departments you want to add by clicking the checkbox next to the department. This will select everyone in that department.

   You will be able to deselect individual learners in the next step.

   • As A Resource Administrator, you will see organizations listed.
     
     

     Click the arrow next to the organization to view all available departments within that organization.

   • As a Department Head or Department Head Coordinator, you will only see departments listed.
     
     
     
5. Click Save if you want to add all the learners within those departments and organizations.
7. Click Save and Add Learners to select/deselect specific learners for this education  group. You will have to manually select the learners because learners will not be automatically added to the education group.

Add/Remove Learners

1. To add individual learners to the group, click the checkbox next to their name.
   
   
   
   
   • To select all learners to the group, click Select All.
   • To deselect all learners from the group, click Clear All.
     
     
     
2. After selections, click Add Selected to Group or Remove Selected from Group.
   
   
   
   
   • A green check mark will be present for those successfully added to the group.
   • A red X mark will be present for those successfully removed from the group.
     
     

Filtering and Exporting Data

1. To filter the list for information that only pertains to the learners in a specific department, filter by department.
   
   
2. To filter the list for information that only pertains to the learners in the education group, filter the report by clicking Group Member under User Status.
   
   
3. To filter based on keywords, enter in the keywords you would like to search by. You can search by first name, last name, and/or email address.
   
   
4. To export this data, which includes everyone listed, click Export to Excel. This will only include information currently listed (i.e. if filters are applied, that only that filtered data will be exported)
   
   

Delete Education Group

1. Navigate to the Education Groups page.
2. Locate the desired education group. Click the checkbox located on the far right side.
   
   
3. Click Delete.
   
   
4. Confirm the deletion of the education group.

---

You have now created an education group. To manage this group, navigate to the Education Group, select the group, and make changes.