Device Groups

Devices can be managed on the Perform portal either individually or in device groups.  Device groups allow learning administrators to assign the same training content to many devices simultaneously.  These groups also allow learning administrators to review performance analytics that are filtered by participants who have taken training from specific devices.

 

Assigning devices to the Perform portal requires a one-time device authorization process.  For instructions on how to register devices, visit the Device Registration page.

 

Creating Device Groups

To create a device group:

1. Click on the Create Device Group link
   
   
2. Name the Device Group
   
   
3. Select Save
   
   

 

Naming Devices

If devices are not named during the registration process, they will appear as unnamed, as shown below:

 

To rename a device:

1. Click on Unnamed Device
   
   

2. The device details will be shown
   
   

3. Select the Action drop down menu 
   
   

4. Select Edit Device Name
   
   

5. Name the device
   
   

6. Select Save
   
   

 

Adding Devices to Device Groups

An Organization Administrator can move registered devices between different groups.

 

For devices that are in the Ungrouped Devices section:

1. Select the three dots to the right of the device name. (Alternatively, for grouped devices that need to switch groups, select the three dots to the right of the device name within the device group.)
   
   
2. Then select Assign to a Device Group
   
   
3. Select the device group from the list provided.
   
   
4. The device will be moved into the selected Device Group. 
   
   

 

Assigning Modules to Device Groups

Each organization has access to their library of purchased module content. A learning administrator can assign all modules or a subset of modules to each Device Group.

Within the Device Group page:

1. Select Add Module
   
   
2. Choose the modules that should be added to the devices. Each module must be assigned individually.
   
   
3. Click Save
   
   
4. The assigned modules will now appear in the Modules section (as shown below) and will begin downloading inside all of the devices within the Device Group.
   
   

 

 

Removing Content Assigned to Device Groups

 

To remove an assigned module:

1. Select the three dots on the right side of the module name
   
   
   
2. Select Remove.  (Note that removing a Module will cause it to be unavailable to all devices in that particular Device Group the next time the app is launched while connected to Wi-Fi.)
   
   
   
3. Confirm by selecting Remove.
   
   

 

Disabling Content Assigned to Device Groups

 

Disabling content, rather than removing it, will leave it listed in the Device Group but will make it no longer available to the Device(s). This is meant to allow for temporary removal and re-enablement of the module rather than needing to remove and re-add the module to the Device Group.

To remove an assigned module:

1. Select the three dots on the right side of the module name
   
   
   
2. Select Disable.  (Note that disabling a Module will cause it to be unavailable to all devices in that particular Device Group the next time the app is launched while connected to Wi-Fi.)
   
   
   
   
   
3. Confirm by selecting Remove.
   
   

 

 

Renaming Device Groups

A Device Group can be renamed

Within the Device Group information:

1. Select the Actions drop down next to the Device Group name
   
   
2. Choosing Edit Device Group Name
   
   
3. Enter a new Device Group name
   
   
4. Select Save
   
   
5. The Device Group name will now appear
   
   

 

 

Removing Device Groups

A Device Group can be deleted

Within the Device Group page:

1. Select the Action drop down
   
   
2. Select Remove Device Group.  Note: Removing the Device Group does not remove devices from the system, it simply moves all of the devices in the group to the Ungrouped Devices section.
   
   
3. Confirm the selection by clicking Remove
   
   
4. The device will now appear in the Ungrouped Devices section
   
   

Change Devices between Device Groups

Devices can be removed from a Device Group and either assigned to a different Device Group or placed in the Ungrouped Devices section.

To assign the device to a different Device Group:

1. Select the three dots on the right of the device name
   
   
2. Choose Assign to a different Device Group
   
   
3. Select the desired new Device Group. Note that this action will change the device's modules and settings to match the new Device Group.
   
   
4. Select Save
   
   

 

Note: Device data remains within its original device group, even if the device is transferred to another device group. Even after a device has moved groups, Admins can filter accurately by device group to view all sessions recorded while devices were part of that specific group.

To move the device to Ungrouped Devices:

1. Select the three dots on the right of the device name
   
   
2. Choose Remove from Device Group.  Note that this action will change the device's modules and settings to match the specific device's configuration.
   
   
3. Select Remove to complete the action
    

 

Removing Device from the Perform Portal

Devices can be removed from the Perform portal, which will de-register it from the system and require it to be re-registered the next time the app is launched while connected to Wi-Fi.

To remove a device:

1. Select the three dots on the right of the device name
   
   
2. Choose Remove from the system. 
   
   

       3. The device will no longer appear in the Perform portal, as shown below:

       4. When the device opens the app it will show the four-digit code and need to be registered again.

FAQ

Q: If I change the device group a device is in while the device is offline and then do a learning session while offline, when performance analytics data is uploaded later, which device group is indicated in the performance analytics?

A: The device group that the device was assigned to at the time the data was sent to the portal is the device group that is recorded for the session, regardless of what group the device was in before it went offline

 

 

 

 

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