Follow the steps below to create learner roles, teams, and groups:
To create learner roles, teams, and groups, log in to your Solidroad admin account. Then, click on the 'Settings' icon in the lower-left corner of the screen to access the Settings page and its tabs.
i. Groups are collections of people or teams (e.g., Onboarding, New Hires) to whom you want to assign training.
a, To create a group, click on the 'Groups' tab. On the Groups page, click the 'New' button in the screen's upper-right corner.
b. A pop-up box will appear. Enter the group name, add members, and create an assignment rule.
Group name – You can enter any name you prefer. There is no character limit.
Add members — Click the dropdown arrow to see a list of names. Please tick the box next to each name to add it to the group.
Create assignment rule – This option allows you to add members to the group automatically. Configure it by selecting a type with the 'Select a type' function or setting a value using the 'Enter value' function.
c. After filling out the necessary fields, click the 'Create Group' button. Your group will be saved and redirected to the Groups page, where your newly created group will appear in the list. You can manage the group by clicking the 'Manage' tab.
ii. Teams define the various customer-facing groups (e.g., Sales Team, Technical Support). Our AI engine shares this important context.
a. To create a team, click on the 'Teams' tab. On the Teams page, click the 'New Team' button in the screen's upper-right corner.
b. A pop-up box will appear. In the description box, enter the team name and any additional details (there is no character limit).
c. After entering the details, click the 'Create' button. Your team will be saved, and you'll be redirected to the Teams page, where your newly created team will appear in the list. You can edit or delete the team by clicking the 'Edit' or 'Delete' tabs.
iii. Learner roles represent the various types of learners or representatives who will use Solidroad for training. This information is passed to our AI engine, which uses it to create simulations.
a. To create a learner role, click the 'Learner Roles' tab. On the Learner Roles page, click the 'New Learner Role' button in the screen's upper-right corner.
b. A pop-up box will appear. Enter the name of the learner role and provide additional details in the description box (there is no character limit).
c. After entering all the details, click the 'Create' button. Your learner role will be saved and redirected to the Learner Roles page, where your newly created learner role will appear in the list. You can edit or delete the role anytime by clicking the 'Edit' or 'Delete' tabs.
You have now learned how to create and manage learner roles, teams, and groups in Solidroad. You can optimise training and ensure efficient collaboration by organising learners, assigning appropriate roles, and setting up teams and groups. Whether you’re creating groups for specific assignments, defining teams for customer-facing roles, or setting up learner roles for simulations, Solidroad offers the tools to streamline your training process.
If you have any further questions or need assistance, please refer to our support resources or contact the Solidroad team via the 'Get Help' tab within the platform.
User manual definition of terms:
Learner Roles: Responsibilities assigned to learners in a simulation, defining their tasks and interactions.
Group: A set of learners organised for collaborative training and performance tracking.
Teams: Groups set by the admin, linked to trainees' roles, that configure the simulation based on their tasks and responsibilities
Assignments: Simulations are given to learners to complete as part of their training and are used to assess understanding and progress.
Simulation: A virtual replica of real-world scenarios used for training, practice, or testing without the risks or costs of real-life situations.