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Assign participants to an Activity to give learners, faculty, or SPs access to

checklists,
video review and - control,
scheduling
and more.

Info
To properly set up an Activity, you need to select both a Learner group and a Faculty group to appoint evaluators and evaluees in the Assignments tab, to determine which Faculty member or Peer can evaluate which learner(s).

Tip
Selecting an SP group is recommended when you want to have standardized patients portray the scenarios of the Activity.

To assign participants to an Activity:

Open an Activity for editing.
In the Edit Activity pop-up, find the Participants tab.
You will see all three participant group categories: Faculty, SP, and Learner group.

Select a category, and click on its drop-down. → A list of user groups appears instantly.

Note
Every group is listed in which at least one member has a privilege corresponding with the participant group category. (e.g. the Faculty drop-down will list all of the groups in which there is at least one member holding a faculty privilege.)

A search bar is also included at each drop-down. Use the search bar to filter down to the group you need.

Select a group to save it.

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Note
A participant group can be assigned to any category provided that it contains at least one member of the respective (Participant group) role.

Tip

title	Feature tip

Would you like to check or manage the members of your participant groups?

→ Use the link* to the User Manager module located under the group category drop-downs.
→ You will be brought to the Groups & Users tab.
→ Once you have finished editing your groups, you can go straight back to Activity editing with the back arrow in the top left corner.

*User Manager privilege is required for users to access the link.

Note

title	Important

When adding the Faculty and Learner groups, the members of each group are automatically assigned to each other as evaluators and evaluees on the Assignments tab.
When trying to modify either one of these groups, the system informs you before making any changes.

Warning
Previously determined evaluator-evaluee settings in the Assignments tab will be erased after modifying the Faculty or Learner participant participant group.

Tip
For further information, visit our Activity Manager, Activity - How to pages, and view our Activity Manager Training Videos.

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