In this demonstration, we’ll review how to set up user groups to help assign and track progress of Knowledge Tracks.
User Groups categorize employees based on multiple statuses they already have. To get started, navigate to My Practice, then select People from the dropdown menu. Click on the gear icon, choose Manage User Groups, then click Create New User Group. Here, you can set rules for your custom group. For example, to create a group of Physical Therapist Managers, we could set the first rule as: Job Title is PT. We would then add a second rule as: Role is Manager. Note that you can set as many rules as you’d like and they can be in any order. When you’re done, click Save User Group.
Now, when you’re assigning a Knowledge Track, you can click Advanced, then User Group, in order to assign it to this user group. You can also assign it to user groups on the Automatic assignment page. In this example, the automatic assignment rule has already been created, so that both current and new members will be assigned the Knowledge Track 2 weeks from assignment. We can now apply the rule to the PT managers user group, or any other user group.
You can also choose to make a Knowledge Track visible to certain user groups by going to the Knowledge Tracks library, navigating to the knowledge track, and choosing manage public view.
When overseeing progress on knowledge tracks, you can filter to user groups on the Knowledge Track’s reporting page and on the Cross-track reporting page.
This concludes our demonstration on how to set up user groups.