Creating Cross Groups

Cross groups are an efficient way of administering users when there are lots of different training sets. If any of the content assigned to the cross groups changes then all the groups of users assigned to the cross group will receive the update rather than a manual assignment required.

A cross group is a group of people with different functional expertise working toward the same training goal. It may include people from different departments and different levels within an organisation. For example, the cross group 'Security' could be a cross section of people from IT, Operations, HR and Finance that are all responsible for the security management. 

Create a Cross Group

To create a cross group:

1. Highlight on the Tree Structure where the Cross Group will be added 
2. Select the Organization drop down
3. Highlight Create and then select Add Cross Group
4. Type the name of the group in the Group name field
5. Optionally, add a description of the cross group in the Description field
6. Click the Save Changes button at the bottom of the screen 

The cross group is now saved and a message appears stating 'Your changes have been successfully saved.'

The cross group will appear on the left hand side tree structure highlighted. 

Assigning the Tests to the Cross Group

Now the tests need to be assigned to the cross group.

1. Click the Assignments tab
2. Find the relevant test using the filters. For further information see the Assigning Tests and Limits section
3. Tick the Use box to the furthest right of the Test name
4. Click the Save button

The Assignment is now saved and a message appears stating 'Your changes have been successfully saved.' 

Assigning the Cross Group a Candidate or Folder

Now the cross group needs to be assigned to either a specific individual or a folder.

1. Select the Candidate or Folder in the tree structure
2. Click the Cross Group tab
3. Select the tick box by the side of the group/s that the individual or folder should have
4. Click the Save button

The Assignment of the cross group is now saved and a message appears stating 'Your changes have been successfully saved.' 

Example

In the example of the Security group, a Security cross group is created and assigned the Security Management Test and then the four departments (IT, HR, Operations, and Finance)  would be assigned the Security Cross Group. This means that if there is another test added to the Security Cross Group then it would automatically be applied to the relevant departments.