Create a Global or Local Access Group for Oracle Learning

You can create dynamic groups of learners with specific access details and advanced rules, and reuse the group across courses, offerings, and specializations. You can also create access groups that are local to a specific course, offering, or specialization.

Access the Global Access Groups, Course, Offering, and Specialization tasks on the My Client Groups > Learning page.

1. On the Global Access Groups page, click Create.
   Or for the existing course, offering, or specialization, on the Learners > Access Groups tab, select Add Access Group > Create Local Access Group.
2. Complete the required general information. This includes adding members.

   Add Members Option	How You Identify Learners
   Person	Provide search criteria, such as name, person number, department, or a combination. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Save…. In the Name field, replace Search by Name copy with a meaningful name.
   Person Number List	Provide a list of person numbers. To upload a file, in the Type field select Type. To use a URL, in the Type field select Text.
   Analysis Report Criteria	Specify an existing Oracle Transactional Business Intelligence (BI) analysis report that has the criteria to identify the appropriate learners.
   Learning Assignment Criteria	Provide applicable values for learning assignment attributes, such as the learning name, type, assignment status, or a combination. Also specify whether learners need to match all the criteria or any of it. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.
   Organization Chart Criteria	Search for and select the appropriate chart, such as Chris’s Directs or Chris’s Org.
   Person Criteria	Provide search criteria, such as business unit, legal employer, job family, location, or a combination. To reuse this search criteria wherever you select learners, such as when setting access, recommending learning, and setting up community membership, click Use Current Criteria and complete the applicable fields.

   To exclude specific individuals when you add learners using learning assignment or person criteria:

   1. On the criteria dialog box, click Advanced.
   2. On the Add Fields menu button, select the field you want to use to exclude people, for example, Person Number.
   3. Change the condition for the field you added to Does not equal.
   4. Enter the appropriate value.
   5. Report steps b through d for each individual you want to exclude.

   To exclude people when you use analysis report criteria, make sure that the report logic includes the exclusion criteria. When you select learners using analysis report and organization chart criteria, you can only search for and select the analysis or chart.

3. Review the defaulted access details and make any appropriate changes. Use these topics to help you make the correct choices:
   • Initial Learning Record Status Options for Learning Enrollments
   • Prerequisites Options for Learning Enrollments
4. Review the advanced rules. Global and local access groups have the Run As setting. Local access groups also let you set the priority and override pricing and payment defaults.
5. Save the access group.