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 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 and then give the group a name.
If devices are not named during the registration process, they will appear as unnamed.
To rename a device, first click on the device.
Then select the Action drop down menu and select Edit Device Name.
Give the device a name and 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 and 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 and then choose the modules that should be added to the devices. Each module must be assigned individually.
The assigned modules will now appear in the Modules section 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 then 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.
Renaming Device Groups
A Device Group can be renamed by selecting Actions next to the Device Group name and then choosing Edit Device Group Name.
Removing Device Groups
A Device Group can be deleted by selecting Actions next to the Device Group name and then choosing Remove Device Group. 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.
Removing Devices from 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, select the three dots on the right of the device name, choose Assign to a different Device Group, and select the desired new Device Group. Note that this action will change the devices modules and settings to match the new Device Group.
To move the device to Ungrouped Devices, select the three dots on the right of the device name and choose Remove from Device Group. Note that this action will change the devices modules and settings to match the new Device Group.
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 and choose Remove from the system. The device will no longer appear in the Perform portal.