When you assign training through automated assignment rules, a user may qualify for the same training through more than one rule. If the user stops matching one rule, Schoox checks whether another active rule for the same training item still applies before removing the assignment.
If another matching automated assignment rule is found, the user remains enrolled through that rule. If no other matching rule applies, the user is unassigned according to the rule configuration.
This helps keep training assignments aligned with the user’s current criteria, while also supporting setups where multiple rules can assign the same course or training item.
Use Case
You may have more than one automated assignment rule for the same training item.
For example:
- Rule A assigns a course to users in a specific job and Above Unit / Unit.
- Rule B also assigns the same course to users.
A user may initially be enrolled through Rule A. Later, the user may stop matching Rule A because the rule criteria are updated, the rule is deleted, or the user’s organizational structure changes.
When that happens, Schoox checks whether the user still matches another active assignment rule for the same training item.
Scenario 1: Rule Criteria Change and Another Rule Applies
A user is enrolled in a course through Rule A.
You update Rule A’s criteria, such as changing the job or Above Unit / Unit filters. After the update, the user no longer matches Rule A.
If Rule B is active for the same course and still matches the user, the user remains assigned. Their enrollment is now associated with Rule B, so no unassignment takes place.
Scenario 2: Rule Is Deleted and Another Rule Applies
A user is enrolled in the course through Rule A.
You delete Rule A.
If Rule B is active for the same training item and still matches the user, the user remains assigned under Rule B. The user keeps access to the training because another valid assignment rule continues to apply.
Scenario 3: No Other Rule Applies
A user is enrolled through Rule A.
Rule A’s criteria are updated, or Rule A is deleted. After that change, no other active rule for the same training item matches the user.
In this case, the user is unassigned from the training item. This keeps the assignment aligned with the available active rules.
Scenario 4: Organizational Structure Changes and Another Rule Applies
A user is enrolled through Rule A, which is based on their current job, Above Unit or Unit.
The user’s organizational structure changes. For example, their job, Above Unit or Unit is updated, and they no longer match Rule A.
If Rule B applies to the same training item and matches the user’s updated organizational structure, the user remains assigned. Their assignment moves to Rule B, and no unassignment takes place.
Scenario 5: Organizational Structure Changes and No Other Rule Applies
A user is enrolled through Rule A.
Their organizational structure changes, and they no longer match Rule A. No other active rule for the same training item matches their updated criteria.
In this case, the user is unassigned from the training item. The user can be reassigned later if they match another applicable rule or are assigned through another available assignment method.
Scenario 6: Multiple Alternative Rules Apply
A user stops matching Rule A, and more than one other active rule for the same training item applies to them.
For example, both Rule B and Rule C match the user.
In this case, the user remains assigned, and the enrollment is associated with the first matching rule identified by the system.
Recommended Guidance
If a user remains enrolled after a rule is changed or deleted, check whether another active assignment rule still applies to them. You can review the rules for the same training item and compare their criteria with the user’s current profile, such as job, Above Unit or Unit.
This is especially helpful when your academy uses several automated assignment rules for the same training item.
Key Takeaway
When a user stops matching an assignment rule, Schoox checks whether another active rule for the same training item still applies. If another matching rule exists, the user remains enrolled through that rule. If no matching rule exists, the user is unassigned.