Add and define a membership for checklist assignments

1. From the navigation bar, click Enterprise>Organization>Memberships.
2. Click Add.

   The Membership Properties page opens.

   

   On this page, you define the properties for a membership.

   Fields

   Name: Type a name for the membership.

   Reference: Type a reference for this item to make it easier to find in searches.

   Comment: Type a comment to describe the membership.

   Categories: To assign categories, click a category or categories from the Available list and use the arrow buttons to move them to the Assigned list.

   Type: The membership you are creating applies to a specific SilkRoad Learning type. Select one of the following:

   • Training Catalog Item
   • Course Catalog
   • Expert Checklist

   Training Catalog Items (If Type is Training Catalog Item): Determine the training catalog item or items to apply membership to. Click Add to search for and select them.

   Course Catalog (if Type is Course Catalog): Determine the course catalog or catalogs to apply membership to. Click Add to search for and select them.

   Expert Checklist (if Type is Expert Checklist): Determine the checklist or checklists to apply membership to. Click Add to search for and select them.

   Membership Inclusion

   Jobs: Click Add to search for and select jobs to add for membership inclusion.

   Job Categories: Click Add to search for and select job categories to add for membership inclusion.

   Groups: Click Add to search for and select groups to add for membership inclusion.

   Organizations: Type part of an organization name to search for and select it to add for membership inclusion.

   Individual Inclusion: Click Add to add one or more students to include in the membership definition.

   Individual Exclusion: Click Add to add one or more students to exclude from the membership definition.

3. Name the membership.
4. Type a reference and comment and assign categories if applicable.
5. In the Type field, select Checklist Expert.
6. In the Checklist Assignments section, search for and select the checklist assignments or assignments to apply membership to.
7. Provide membership inclusion based on jobs, job categories, groups, and/or organizations.
8. Include or exclude specific users if applicable.
9. Click Add.