Establishments, structures and project

These types of group have a similar organization, so their creation, modification and deletion procedures are the same.

Create a group manually

Procedure

1. From the side menu, open the Directory.

2. In the Groups section, select the desired group type.

   The general organization page opens.

3. (Optional) To create a subgroup, select the group you wish to be the parent of in the tree structure on the left. You can find and modify this information in the “parent element” field.

4. Click on New.

5. Fill in the form information. The group name is mandatory.

   To add a domain, a manager or a parent element, enter their name directly in the corresponding field, or click on to the right of each field to search for them. You can add one or more managers, but the “Parent element” and “Administrative domain” fields are unique.

   Note:

   If you add one or more managers to a group, this information will appear in the assignment section of the manager's file.

6. Once you've completed the information, click on Save.

   A confirmation message appears on the screen.

Find a group

Prerequisites

• Groups must exist.

Procedure

1. From the side menu, open the Directory.

2. In the Groups section, select the desired group type.

   The general organization page opens.

3. If you know the location of the group you are looking for, select it directly from the tree structure on the left of the screen.

   If you don't know the location of the group you're looking for, open the tab Establishments search, for facilities, Structures search, for structures or Projects search, for projects.

4. Enter the name of the group you are looking for.

5. Click on Search or press Enter.

   A list of groups matching the search is displayed.

6. Select the desired group from the list.

Check

The group record appears on the right-hand side of the tree.

Modify group information

Prerequisites

• Groups must exist.

• All fields must be completed.

• You must be able to access a group's file.

Procedure

1. From the group file, go to the fields to be modified.

2. Make the necessary changes.

   For the “Managers” field, you can add new managers by clicking on to search for them. To remove them, click in the field to delete their first and last names.

   To modify the single fields “Administrative domain” and “Parent element”, click on to search for them.

3. Once you've made your changes, click on Save.

   A confirmation message appears on the screen.

View members

Prerequisites

• Groups must exist.

• Groups must have users.

Procedure

1. From the side menu, open the Directory.

2. In the Groups section, select the desired group type.

   The general organization page opens.

3. If you know the location of the group you are looking for, select it directly from the tree structure on the left of the screen..

   If you don't know the location of the group you're looking for, open the tab Establishments search, for facilities, Structures search, for structures or Projects search, for projects.

4. Enter the name of the group you are looking for.

5. Click on Search or press Enter.

   A list of groups matching the search is displayed.

6. Select the desired group from the list.

   The group file opens.

7. Open the Members tab.

   The list of users in the group is displayed.

   From this tab, you can access the list of members of other groups by selecting them in the tree structure on the left.

Delete members

Prerequisites

• Groups must exist.

• Groups must have users.

• You must be able to access a group's member list.

Procedure

1. From the list of group members, select the user(s) you wish to delete.

   The Delete button is no longer grayed out.

2. Click on Delete.

   A confirmation window opens.

3. Click on OK.

   The user no longer appears in the list.

   A confirmation message appears on the screen.

Note:

Removing a member from a group does not delete their profile from the platform.

Note:

If the group is registered for a course when a member is deleted:

• If the course closing date has not passed, the deleted member will no longer have access to the course.

• If the course closing date has passed, then the deleted member will not be affected.

Add members manually

Prerequisites

• Groups must exist.

• The users you want to add must exist on the platform.

• You must be able to access a group's member list.

Procedure

1. From the list of group members, click on Add a member.

   A search window appears.

2. Enter the details of the user(s) you wish to add.

3. Click on Search or press Enter.

   A list of users matching your search criteria appears.

4. Select the user(s) you wish to add.

   The Add the users button is no longer grayed out.

5. Click on Add the users.

   The user or users appear in the list of members.

   A confirmation message appears on the screen.

Note:

The group manager is not included in the member list. When registering by group, they will not be included in the process. So remember to add them to the group members or register them manually.

Note:

If the group is registered for a course when a new member is added:

• If the training closing date has not passed, the new member will automatically be enrolled in the training.

• If the training closure date has passed, then this has no effect on the new member.

Import new members

Prerequisites

• Groups must exist.

• The users you want to add must exist on the platform.

• You must be able to access a group's member list.

Procedure

1. From the list of group members, click on Add users from import file.

   A window opens.

2. Click on Select.

   Your file explorer opens.

3. Open the CSV file.

   Your file name appears in the field.

4. Click on Validate.

   Users are imported. A message may appear for users who cannot be found and who have not been imported.

   A confirmation message appears on the screen.