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About Units

Units are site-wide or course category-wide groups. The purpose of units is to enable all members of the unit to be easily enrolled in a course. This can be done using Unit sync, which, as the name suggests, synchronises unit membership with course enrolment. Alternatively, a unit can be manually enrolled in a course.

Creating a unit

Units can be created by site administrators and other users with appropriate permissions.

1. Access System Admin > Users > Accounts > Units


2. Click the Add button. Note that in the dropdown you can choose between making your unit available throughout the site "system" or in a named course category.

3. Units are visible to teachers by default but unchecking the 'Visible' link will mean they are not available for teachers to use in their courses.

4. Complete the details and save the changes.

5. Follow the assign link opposite the unit name in the list of available units.


6. Select potential users from the list then click the Add button.

Creating units in bulk

  1. Units can be created with a csv file upload to the system or to a named category from System Admin > Users > Accounts > Units > Upload Units. More detailed information can be found on the Upload units page.
  2. Category managers can upload csv files to create units from the units link in the Administration block of their category.
  3. An example file is below. The 'Students 2014-15' unit will be created in the system and the 'History' unit will be created in the (already existing) Humanities category:

Adding users to a unit in bulk

  1. Access System Admin > Users > Accounts > Bulk user actions
  2. Find users by setting an appropriate filter
  3. Add users from the available list to the selected list
  4. Choose 'Add to unit' with selected users

Uploading users to a unit

An administrator can upload users via CSV file to existing Units as follows:

  1. Access System Admin > Users > Accounts > Upload users
  2. Upload a text file with the following format:

where year3 and year4 are the unit ids of existing units (i.e. not their names).

Note: If the users already exist on the system, then you only need their username with the chosen unit in your csv file.

It is also possible to create the unit at the same time as the users are uploaded to the system.

username,password, firstname,lastname,email,unit1
jackbrown,Pass5678,Jack,Brown,jbrown@example.com,London Contingent

In the above example, the unit named London Contingent will be created upon upload of the csv file.

Searching Units

When a site has a large number of Units, keywords may be entered into the Search Units box to search for or filter the available Units.

An All Units screen accessed from System Admin > Users > Accounts > Units allows an administrator to view and search through system and category Units.

Managing category Units

Units which have been created for a category rather than the system can be located by selecting the appropriate category and then clicking the Units link in Category (name) > Units.

Enrolling a unit in a course

There are two ways to enrol a unit in a course:

  1. Unit sync
  2. Manual enrolment of the unit

With unit sync, if users are later added or removed from the unit, they are automatically enrolled or unenrolled from the course. For further details, see Unit sync.

Manual enrolment of the unit however is a one-time action. Adding or removing users from the unit later has no effect on course enrolment.

Manual enrolment of a unit

To manually enrol all members of a unit in a course:

  1. Go to Course Enrolled users
  2. Click the 'Enrol users' button and then 'Browse Units'
  3. Select a unit then click the 'Finish enrolling users' button.

Assigning user-context roles to all unit members

A user-context role may be assigned to all members of a unit in System Admin > Users > Permissions > Assign user roles to unit.

This is useful for enabling mentors (or team managers) to review users' learning plans when using Competencies.

Note: The changes may not appear immediately as the role is assigned after a scheduled task, 'Sync unit role assignments', is run.