Organizations can customize their TargetSolutions account by creating categories and groups inside the platform. This helps platform managers regulate activity by defining groups and assigning supervisors to oversee those groups.

Organizations can add as many categories and groups as they would like. When establishing categories it is helpful for administrators to consider how they intend to designate supervisory rights, run reports and assign courses. To assign training to just the B shift, for example, be sure to create a group for B in the shift category. Platform managers may also want to ask some of the following questions:

Which groups belong in each category?

Where are supervisors?

Will the category selection be a user fill-in response?

Platform managers will need to contact TargetSolutions to create or remove categories. Examples of categories include: department, division and job title. Once categories are established, platform managers can fill them with groups.

Creating categories and groups can make training management more efficient. Doing so permits platform managers to quickly assign courses and establish supervisory rights depending on how their organization is set up.

For more information or if you have any questions, please contact TargetSolutions or your account manager directly.