Goal

After reading this article you'll:
  • understand when to use Positions, Roles and Groups 
  • be able to assign Positions and Roles
  • be able to move player to Role based on player Question action
  • be able to move players to Groups and Conditional Groups
  • be able to name Groups and Roles

Summary

Roles, Positions and Groups are different ways of determining which messages players receive.
Positions are also used to establish permissions to edit an organisation's news articles. 

 Name
Positions, Roles and Groups
 Benefit
Send different content to different players to create information asymmetry which encourages communication and collaboration.
 Features
  • Unlimited number of Positions
  • Same player can have multiple Positions but Position can only be assigned to one player
  • 5 Roles; multiple players can be assigned a Role
  • 6 Groups; multiple players can be moved into a Group



When Should I Use Roles, Positions and Groups?

Roles and Positions ought to be determined by the team or organisation structure, whereas Groups are determined by player actions.
There is no requirement to use Roles, Positions or Groups unless your training objective demands it. Only use them if it's necessary to send specific content to specific players. 

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In the example shown, the training audience is made up of two teams - Legal and HR.

Positions are unique designations. A Position can only be assigned to one person but one person can have multiple Positions.

In contrast, many people can have the same Role but any specific player can only have one Role.

Hence in the example shown, Positions have been used for Head of HR and Head of Legal whereas Roles have been used for two players in the role of Administrator.



How To Assign Roles and Positions

Roles and Positions can be assigned with the Scenario Editor or the Facilitator Dashboard.

With the Scenario Editor, use Design>Teams to populate the Team Table.

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With the Facilitator Dashboard, use Manage>Manage Teams followed by:

  • Arrange Teams to change Roles
  • Manage Positions to change Positions.
 
 

Move to Role Action

Using the Whiteboard, players can be moved into a Role based on clicking a Question button.
  1. Right click the question button
  2. Select  Move to Role Action
This feature can be helpful when used with Player First Login and you'd like players to select their own Roles.





How to Use Groups

Use Groups when you need to send messages to players based on their actions or inaction.

Groups can only be created and assigned in the Scenario Editor and using the Whiteboard.
Groups are not accessible using the MEL.

There are two types of Group:
  • Group - players are moved into a Group based on player clicking a Question button
  • Conditional Group - players are moved into a Group based on the condition of a player variable. The move action is triggered by the Inject and affects all 
You have three Groups of each type.

Group 1 is the default Group that all players are a member of at the start of the exercise.



Moving players into a Group on Question Action

Players can be moved into a Group as the consequence of clicking a Question button.

  1. Right click the button and select Move to Group Action
  2. Select the group



Moving players into a Conditional Group based on Attribute Value

Conditional Groups are actions attached to the Inject trigger. Players are moved into the Group based on the value of a player variable.

  1. Right click the Inject trigger and select Move to Group Action
  2. Click to create the condition.
  3. Select the Conditional Group
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To publish content to players in this group, change the To setting in the content card to the correct  Conditional Group 

Moving players into a Group based on Inaction

A frequently asked question is "How do I send a message to players who don't respond in time?"

A recipe for this is:
  1. Move the players who do respond into Group 2 (see "Moving players into a Group on Question Action")
  2. At the end of the time period send a message to players in Group 1. Group 1 is the default Group and hence anyone that didn't respond will be in that Group.
If your exercise is repeatable, you should make sure that all players are moved to Group 1 at the start of the exercise. (Add the Group action on the Inject trigger).



Renaming Groups


  1. Use Design> Roles & Groups
  2. Click pencil icon to edit