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.
If you need to edit an existing rule, this is where you can do this. Find the automated rule in question in the list, click on it, select the wrench icon and click on Edit.
The Edit button redirects you to the Advanced Assignment page where you can find the existing Rule and implement all the changes you wish.
Please note that when you save the new changes by setting the new Rule, the old Auto-Assignment Rule is erased, and depending on the changes you have applied, the users that got assigned through an older version of the rule, may be affected. More specifically,
- Users that got assigned 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 “Unassign when criteria are not met anymore”.
- If “Unassign when criteria are not met anymore” in the old version of the rule was checked: users that got assigned through an older version of the rule but don’t match the criteria of the current rule, will be instantly 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 |