Use Cases
Onboard a Department
Smart group, Mandatory content, a manager, and progress in Analyze.
Situation
A new team (for example Sales) needs shared required training, a manager who can follow progress, and a clear way to see who’s done—without hand-editing a member list every week.
Outcome
Users matching a department attribute land in a smart group, see Mandatory content in Learn / Home, and managers can review results in Analyze.
Who
Administrators (setup). Managers (ongoing tracking in Analyze, when they have that app).
Path
- Define the department attribute (and choices) under Custom Attribute Fields, and set values on users.
- Create a Smart Group on that attribute — Smart Groups.
- Make the onboarding course visible to that group and mark it Mandatory — Enrollment and Notifications.
- Assign a Manager on the group — Managers.
- Follow completion on User results — Progressions.
Tips
- Mandatory stays Mandatory after someone finishes—it does not flip to optional for that person.
- Meetups cannot currently be marked Mandatory; use courses, SCORM, or programs for required onboarding.
- New mandatory assignments trigger batched invitation email—see Automated Course Notifications. For recurring nudges, enable Mandatory Content Reminders.
- If membership should come from Entra or SCIM instead of attributes, use synced External Groups and still assign Mandatory visibility to that group.
