1. From the Manage Groups drop down menu, choose Generate Groups from Registration Field.
  2. Choose the Registration field to generate groups from. This list will include the built in Job Group field and any registration questions for delegates setup with a list of options presented (each option from the selected list will form a group).
  3. Specify whether to Prefix group name with field name. If selected, the name of the field (e.g. Department / team) will prefix each group name (e.g. Department / team - Supplies and Procurement, Department / team - Human Resources etc).
  4. Specify whether to Add existing delegates (selected by default). If selected, delegates who are registered at your centre who have selected the option that the group is based on during registration, will be added to the group when it is created.
  5. Specify whether to Add new registrants (selected by default). If selected, any new delegate who selects the option that the group is based on during registration, will automatically be added to the group (and enrolled on any associated courses).
  6. Specify whether to Synchronise changes to reg info with group membership (selected by default). If selected, when a delegates details are updated, they will be removed from the group if they no longer belong to it (and any associated enrollments cancelled) or added to the group and enrolled on courses as appropriate.
  7. Specify whether to Skip groups with duplicate group name (selected by default). If selected, groups will not be created with identical names any of those that already exist. This can be useful if new options have been added to a registration question and groups need to be created based on the new options.
  8. Click Generate Groups.

Groups will be added to your centre Groups list and delegates added to those groups if appropriate.

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