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:
- Click on the Create Device Group link
- Name the Device Group
- 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:
- Click on Unnamed Device
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The device details will be shown
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Select the Action drop down menu
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Select Edit Device Name
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Name the device
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Select Save
Adding Devices to Device Groups
A Organization Administrator can move registered devices between different groups.
For devices that are in the Ungrouped Devices section:
- 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.)
- Then select Assign to a Device Group
- Select the device group from the list provided.
- 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:
- Select Add Module
- Choose the modules that should be added to the devices. Each module must be assigned individually.
- Click Save
- 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:
- Select the three dots on the right side of the module name
- 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.)
- Confirm by selecting Remove.
Renaming Device Groups
A Device Group can be renamed
Within the Device Group information:
- Select the Actions drop down next to the Device Group name
- Choosing Edit Device Group Name
- Enter a new Device Group name
- Select Save
- The Device Group name will now appear
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:
- Select the three dots on the right of the device name
2. Choose Remove from the system.
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