AccuCampus How do I assign Action Items/Packs to multiple users fast?

INTRO

In AccuCampus you can assign Action Items/Action Packs to users(mostly students) so they can fulfill some specific goals such as meeting a coach, deliver some assignments at the center, make an appointment and many more, sometimes it is necessary to assign similar Action Items / Action Packs to many users at once. In this article we describe how to do this.                  

STEP BY STEP

We can create and/or use User Groups for assigning Action-Items/Action packs in bulk, for this let's create a group first(if the group already exist move to step 2).

1- Creating a static/dynamic group of users in AccuCampus.

Go to General--> Users

Then select the "User Group" tab:

Now if you want to create a static group, so you can manually add users to it, click "create", then put basic information (1,2,3)about the group and click Save and Add User (4):

Use the Add user button to add users:

If you wanted to create a dynamic group, in the main group page, select "Create dynamic group:"

Put some basic information and use the conditions and/or Tags to make AccuCampus create this group automatically(for this example we want to have those students under 18 years old based in their profile information.).

2-Assigning Action Items/Action Packs to groups:

Go to Action Plan--> Action Items:

Choose the Action Item from the list and click the "Assign" option to the right of the row(like in this example):

Now in the Action Item Assignation page select:

1-Assign to: "Member of Group".

2- Search here the group name and selected(in this example the group name is "Student Group Test").

Select all other options such as date, Notes and all.

3- Click "Save": In this case this will assign the Action Item to all the members on the group.

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