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Create a Static Group

Static groups are lists of learners that once created, do not change unless updated manually. Common uses for static groups are:

  • A learning assignment for a list of learners that was provided to you
  • Limiting the availability of a course to a small group of learners as a pilot
  • Reporting on a known group of learners who are out of compliance on training

For more information about groups, take the Creating and Managing Groups in BuckeyeLearn online course or visit Cornerstone's online help.

  1. Navigate to the Manage Group page.
    1. Hover over the Admin tab. 

    2. Click Org Units. 

      the Admin menu with the Org Units option highlighted

    3. Click the Manage Organizational Unit Hierarchy link in the Organizational Units section. 

      the Organizational Units page

  2. Click the Add Group link. 

    the manage group page with the Add Group link circled

  3. Define the group.  

    the Define Group section of the Create Group page

    1. Type a Name. 

       

      Helpful Note

      A name is required to save the group. Choose a name that accurately reflects the group composition.

    2. Type an ID.

       

      Helpful Note

      The ID should be an abbreviation of the title. 

    3. Type a description.

  4. Record the group details.  

    The Details section of the Create Group page

    1. Select the Parent group. 

       

      Critical Note

      Groups must be organized under a “parent” group, like a folder on your computer. Individual groups should never be in the main “The Ohio State University” group.

    2. Select an admin account as the Owner.
    3. Uncheck the Active checkbox, if needed.
    4. Check the Freeze Group Processing checkbox, if needed.

  5. Upload Users, if desired.  

    the Upload Users section of the Create Group page
    1. Create a CSV spreadsheet using the CSV criteria on the Create Groups page.
    2. Click the Choose File button and select your file.

    3. Click the Add button. 

       

      Helpful Note

      Your learners will appear in the Group Criteria. You can add or delete additional learners in the Group Criteria section. Only active learners will be added to groups.

  6. Add additional learners, if needed, by clicking the Select User icon  

    select users icon

    in the Group Criteria section.

    1. Search for and select learners by clicking the blue plus icon 

      the plus icon

      . 

       

      Helpful Note

      You can search for and select multiple people.

    2. Click the Done button  

      Done button

      to return the learners to the group.

  7. Click the Save button  

    save button

    to save your group.