Ιn Schoox, you can associate Above Units and Units to members either individually or via specific organizational parameters.
Your must first have it enabled in your academy as described here.
Select the Academy Admin Workspace. Under Organization on the left, select Map Members.
Associating Members
On the Map Members page, filter between Units and Above Units with this drop-down.
Then select the appropriate Unit or Above Unit.
You then have two choices on how to assign members — by individual or via a set parameter.
By Person
Under the By Person tab, select each individual's plus symbol to add them to list on the right.
You can then add an expiration date, if needed, and Associate.
By Criteria
Under the By Criteria tab, you can create rules based off your organizational structure.
When associating this way, you can also create an ongoing rule to automatically associate using these parameters in the future. Then add an expiration date, if needed, and Associate.
Editing Rules
All rules created as described above will be listed on this page. Simple select one to edit, and save when finished.
Please note that when you save the new changes by setting the new Rule, the old Association Rule is erased, and depending on the changes you have applied, the Above Unit/Unit that got associated through an older version of the rule, may be affected. More specifically,
- Above Units/Units that got associated through an older version of the rule but still match the criteria of the current rule, will continue to be considered as part of the rule, thus honoring the setting “Dissociate when criteria are not met anymore”.
- If “Dissociate when criteria are not met anymore” in the old version of the rule was checked: The above Units/Units that got associated through an older version of the rule but don’t match the criteria of the current rule will be instantly dissociated.
Below you'll find some more examples of changes that may affect your Above Units/Units!
|
Example |
Rule Name |
Rule Criteria |
Result |
|
#1 |
Rule v1 |
- Dissociate checked - AU A |
Unit in Above Unit A was associated via Rule v1. It isn’t going to be dissociated when it won’t meet the criteria (based on the new version of the rule). |
|
Rule v2 |
- Dissociate unchecked - AU A |
||
|
#2 |
Rule v1 |
- Dissociate unchecked - AU A |
Unit in Above Unit A was associated via Rule v1. It is going to be dissociated when it won’t meet the criteria anymore. |
|
Rule v2 |
- Dissociate checked - AU A |
||
|
#3 |
Rule v1 |
- Dissociate checked - AU A |
Unit in Above Unit A was associated via Rule v1. It is going to be dissociated upon editing the rule to v2. |
|
Rule v2 |
- Dissociate unchecked - AU B |
||
|
#4 |
Rule v1 |
- Dissociate unchecked - AU A |
Unit in Above Unit A was associated via Rule v1. It isn’t going to be dissociated upon editing the rule to v2 but he will stop being considered as part of the rule. |
|
Rule v2 |
- Dissociate checked - AU B |
||
|
#5
|
Rule v1 |
- Dissociate unchecked - AU A, B, C |
Unit in Above Unit B was associated via Rule v1. It is going to be dissociated when it won’t meet the criteria anymore (Rule v#3).
|
|
Rule v2 |
- Dissociate unchecked - AU A, B |
||
|
Rule v3 |
- Dissociate checked - AU A |