Ιn Schoox, you can set rules for courses/learning paths to be automatically assigned to users.
The procedure of creating Rules is described in the following article:
In the left navigation, make sure you are in the Team Workspace.
When in the Team Workspace, select Training Rules and then select Assignment.
In the Assignment page, there are category filters, a search bar, and sorting options to find specific training easier.
If you need to edit an existing rule, this is where you can do this.
On the right, you can download a report listing all current assignment or reassignment rules. Separate reports are available for courses and learning paths.
Within a course or learning path, you can filter by rule status (active, inactive, disabled), rule state (running, paused, etc.), last modified date, and rule owner.
For each rule you then have several options — edit, pause/start, delete, assume rule to become its owner, view its history, and delete and unassign.
Selecting Delete and Unassign will open a confirmation dialog, where you can choose whether to also unassign learners who have already completed the training. After making your selection, click Delete to finalize the removal of the rule and unassign the training from the applicable learners.
The Edit button redirects you to the "By criteria" page where you can find the existing Rule and implement all the changes you wish.
After making the desired changes, ensure you select Assign Now and Set Rule to apply and save the updates.
Please note that when you save changes by configuring a new rule, the existing Auto-Assignment Rule will be replaced. Depending on the updates you make, this may affect users who were assigned under the previous version of the rule. Specifically:
Users who were assigned under the previous rule and still meet the criteria of the updated rule will remain assigned. In this case, the “Unassign when criteria are not met anymore” setting will continue to apply.
If the “Unassign when criteria are not met anymore” option was enabled in the previous rule, any users who no longer meet the criteria of the updated rule will be automatically unassigned.
Below you'll find some more examples of changes that may affect your users!
| Example | Rule Name | Rule Criteria | Result |
| #1 | Rule v1 |
- Unassign checked - AU A |
User in Above Unit A was assigned via Rule v1. He isn’t going to be unassigned when he won’t meet the criteria (based on the new version of the rule) |
| Rule v2 |
- Unassign unchecked - AU A |
||
| #2 | Rule v1 |
- Unassign unchecked - AU A |
User in Above Unit A was assigned via Rule v1. He is going to be unassigned when he won’t meet the criteria anymore |
| Rule v2 |
- Unassign checked - AU A |
||
| #3 | Rule v1 |
- Unassign checked - AU A |
User in Above Unit A was assigned via Rule v1. He is going to be unassigned upon editing the rule to v2. |
| Rule v2 |
- Unassign unchecked - AU B |
||
| #4 | Rule v1 |
- Unassign unchecked - AU A |
User in Above Unit A was assigned via Rule v1. He isn’t going to be unassigned upon editing the rule to v2 but he will stop being considered as part of the rule. |
| Rule v2 |
- Unassign checked - AU B |
||
|
#5
|
Rule v1 |
- Unassign unchecked - AU A, B, C |
User in Above Unit B was assigned via Rule v1. He is going to be unassigned when he won’t meet the criteria anymore (Rule v3).
|
| Rule v2 |
- Unassign checked - AU A, B |
||
| Rule v3 |
- Unassign checked - AU A |
||
| #6 | Rule v1 |
- Unassign checked - AU A |
User in Above Unit A was assigned via Rule v1. The user won't get unassigned upon editing the rule to Rule v2 as the "Unassign when criteria are not met anymore" is unchecked. The user will continue to be considered as part of Rule v1, so they won't get unassigned even upon editing the Rule v2 to Rule v3.
|
| Rule v2 |
- Unassign unchecked - AU B |
||
| Rule v3 |
- Unassign checked - AU Β |
Delete Rule button
If you select Delete Rule instead of Delete Rule and Unassign, only the automated rule will be removed. Existing training assignments will remain unaffected.
Delete Rule and Unassign button
Selecting this option allows you to delete the automated rule and choose whether to unassign all learners—including those who have already completed their training—or only those who have not yet completed it.
If you do not want users who have completed their training to be unassigned, clear the “Unassign learners who have completed the course” checkbox.
Unassign learners who have completed the course (or Unassign learners who have completed the learning path)
If an existing automated assignment rule is edited and the previous version did not include the “Unassign learners who have completed the course” / "Unassign learners who have completed the learning path" option, the updated rule will only unassign learners who have completed their training if they cease to meet the rule criteria under the new version (for example, due to changes in their organizational structure).
Learners who had already stopped matching the rule criteria while in a completed status under the previous version will remain assigned to the training. This is because they are not considered part of the updated rule’s scope.