Creating a Static Audience
A set audience is an audience which is static and to which candidates have to be added manually.
To create a set audience, go to the admin menu (settings cog) and select Audience:
You will then be taken to the below page where you can view current audiences set up on the system and add a new audience from the Add new audience tab:
Once you have clicked the Add new audience tab, you will be taken to the below page. You will need to give the audience a name and you can add an audience ID if you would like to add people to the audience via HR Import. Under Type, you can choose whether it is a set or dynamic audience. We are creating a set audience, so we will leave this as it is. You can select a start and end date for the audience and whether alerts should be sent to members of the audience:
Once you have filled out the information needed, click Save changes at the bottom of the page.
Once you have created the audience you can add/edit members using the Edit members tab shown below. You will simply need to select the users you wish to add from the potential users list, and click the add button:
The tabs at the top of the page dictate the following information:
Members - who is in the audience
Edit members - add and remove members of the audience
Enrolled Learning - which courses, programs and certifications the audience is enrolled onto by default
Learning Plan - assign a set learning plan to the everyone in the audience
Goals - assign goals to the audience
Assign roles - all members of the audience are assigned to a role in the system, e.g. Trainer, Learner, etc
Creating a Dynamic Audience
A dynamic audience is an audience which is constantly changing as users are added to/removed from the system, or as their personnel information changes. The audience is built upon a set of rules.
To create a dynamic audience, the same applies as above, except when setting the Type, you will need to select 'Dynamic' instead.
The same tabs will also appear as above, but with the addition of the 'Rule sets' tab as follows:
It is from here that rules can be put in place based on factors such as personnel information, job assignments, learning, etc.
Rules can be applied with either AND or OR conditions:
AND requires that the candidate meets all rules allocated to be included as a member of the audience
OR dictates that candidates only have to one of the rules in order to be included as a member of the audience
Audience Sync
When enrolling an audience to a course, it is possible to enrol a primary audience (e.g. All Managers) as well as a secondary (e.g. All Managers who are also Drivers) and tertiary audience (e.g. All Managers who are also Guards). All members will have been enrolled on two occasions via their relevant audiences.
This means it is then possible to unenrol the primary audience leaving the two subdivided groups, whilst maintaining the course data for all.
This may be helpful when a large group of individuals is registered to a course but the course is not relevant to all. This method can then be used to un-enrol only some members of an audience without having to completely remove and rebuild audiences to then assign them to courses.