Editing a Dynamic Group

Visibility and Editing Credentials

To edit this feature, you must be a Silver or higher administrator, have Dynamic Group Editor add-on. An administrator must have worksite and group supervisory access to create a dynamic group for the respective worksites and groups. For information on administrative levels and speciality add-on roles, visit our Access for Manager section in the following Access Levels article. 

Editing Precondition Filters

The Precondition Filter currently filters for Date of Hire only. 

1. To edit precondition filters, select the desired dynamic group from the group listing.
2. Scroll to the Membership Rules section of the group, and select .
3. The Precondition Filter will be located at the top of the membership rules, from here you can:
   • Change the Dates of Hire by selecting the EDIT icon.
     • Use the RESET icon to restart your filter option and dates.
   • Delete entirely by selecting the icon. 
     

Editing Membership Rules

1. To edit membership rules, select the desired dynamic group from the group listing.
2. Scroll to the Membership Rules section of the group, and select .
3. Select the EDIT icon within the rule category you want to edit.
   
4. Select or deselect the subgroups as appropriate, then select APPLY. 
   • The options available for selection and deselection are filtered. To view additional subgroups move the Show all results toggle to the ON position. For more information, visit the Create a Dynamic Group article and review the Drill Down Feature section. 
     
5. When redirected to the membership window, select SAVE. 
6. The following message with appear once the membership rules have been saved:
   
   • Note: In certain cases, membership rules require up to an hour to process. In this case, a message will appear. To ensure changes are not lost do not close the page until processing is complete. Refer to our Using the Task Status Page for information on processing the editing of a dynamic group.
     

In dynamic groups, as membership rules are edited, you will see membership quantities change accordingly. To view the specific members of that group, select the blue arrow next to the members.

Deleting Membership Rules

1. To delete membership rules, select the desired dynamic group from the group listing.
2. Scroll to the Membership Rules section of the group, and select .
3. Select the icon next the rule category you want to delete. 
   
4. When redirected to the membership window, select SAVE.
   
5. The following message with appear once the membership rules have been saved.
   
   • Note: In certain cases, membership rules require up to an hour to process. In this case, a message will appear. To ensure changes are not lost do not close the page until processing is complete.
     
      

Deleting a Dynamic Group

Note: Deleting a group is permanent and can impact Learning Plans that are subscribed to that group. We recommend referencing the group subscriptions within the group properties prior to deleting it. To learn more about where to locate the dynamic group properties, visit How to Create a Dynamic Group.

1. To delete a dynamic group, select the desired dynamic group from the group listing.
2. Locate and select the DELETE icon located at the bottom of the group properties.
   
   • Note: Alchemy has included safeguard messaging throughout groups. A message will appear regarding the confirmation, processing time and user training associated to the deletion of that group.
     
3. One processed, the message will appear confirming group deletion.