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How to keep track of all of the automated rules that have been created?

Admins and Managers who have the Assign Training permission enabled, have the option to create automated (re)assignment rules for Courses and Curricula. Moreover, Admins and Managers who have the Create Onboarding profiles permission enabled, have the option to create and activate Onboarding profiles.

Admins should be able to have a historical view of these automated rules and perform additional actions on them (such as edit, adopt, pause, or start the rule). Just click on the Admin tab from the upper navigation menu and select Automated Rules from your Administration panel.

Automated_rules.png

You can find here all of the automated rules created per feature/training entity:

  • Courses (assignment & reassignment rules)
  • Curricula (assignment & reassignment rules)
  • Onboardings

Let's check each one of them in more detail!

1. Courses & Curricula

1.1 Course/Curriculum Assignment Rules

Find the desired Course/Curriculum, click on its title and you will be able to see a list of all of the relevant automated assignment rules. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

Course_Assignment_Rules.png

Click on the wrench icon next to the rule in order to:

options.png

  • Edit the rule
  • Pause the rule
  • Assume (Adopt) the rule
  • See the history of the rule (you have the option to add a note per action if needed)history_rule.png
  • Delete the rule

1.2 Course/Curriculum Reassignment Rules

Find the desired Course/Curriculum, click on its title and you will be able to see a list of all of the relevant automated re-assignment rules. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

reassignment_rules.png

Click on the wrench icon next to the rule in order to:

  • Edit the rule
  • Pause the rule
  • See the history of the rule (you have the option to add a note per action if needed)
  • Delete the rule

wrench_reassign.png

2. Onboardings

Under this page, you can find a list of all of the non-deleted onboarding profiles created in the academy. The list contains the Name of each profile, the status (active/inactive), the owner of the profile, and the last activation date.

onboardings_list.png 

Click on the wrench icon next to the profile in order to:

  • Edit the profile (you can edit everything but the org structure and the time units field)
  • Assume (Adopt) the profile
  • See the history of the profile (you have the option to add a note per action if needed)
  • Delete the profile

history_onboardings.png

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