Watch the video or read our step-by-step guide below:
To copy Custom groups from your previous academic year to your current year, first click on Plans > Manage groups in the navigation bar:
Select the previous academic year in the 'Academic year' dropdown, then select ‘Custom groups’ from the 'Group Type' dropdown:
Choose the Custom group you want to copy and click on the ‘Copy group to current academic year’ icon:
A pop-up window will open displaying the Custom group’s name, learners and membership details. Review the details, editing where necessary; this might require changing the group’s name, or adding or deleting individual learners.
Note: editing the group will not affect it appearing in other academic years:
Once you are happy with your Custom group, click on ‘Copy to current year’:
The Custom group will then appear in the Groups lists for your current academic year.