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Goal Rules Automate Certification Assignment
Released on August 5, the
feature provides Portal Administrators a new way to automatically assign learners their certification goals based on any combination of user profile attributes or training status. Rules can be run on a scheduled basis or executed on demand. While the existing Goal Transitions process is still available, Goal Rules make the process of assigning training goals easy to automate and maintain.
This article will explain how to use our sleek new
to define user criteria, select one or more certifications, name the Goal Rule, and schedule it for processing. The Goal Rule setup wizard sets a new precedence for the LMS administrative experience. This easy-to-use tool will walk you through each step of the rule creation process, providing simple navigation options and ensuring correct configuration along the way.
Learn how LMS managers use the similar
process to assign certification goals to their employees by
Add Goal Assignment Rule
Find the Goal Rules link listed on the Administration page, under the
menu. Open the
page, then click
>to get started.
-- Start by naming the rule. Provide a short description, notes, or translations as desired.
-- Define the criteria that makes users eligible for certification goal assignment. Click
to preview results.
-- Preview the user population that will be assigned training goals from this rule. Use the
buttons to refine user filters and view results.
-- Select one or more Certification or Curriculum that will be assigned by rule.
-- Enter the date range you want the rule take effect, and how frequently user criteria should be evaluated for goal assignment.
-- The last step will always be to review and confirm your setup. Click the step name or corresponding edit buttons to jump back and view detailed information. Click
to complete the process, and a message banner will display results.
MAintain Goal Rules
Goal Rules are listed with standard action buttons:
Run, Edit, Copy, Delete
. Review or update an existing rule with the Edit Wizard. Opening on the
step, this wizard allows navigation to any step within the process. Apply changes and return to the Confirmation step to save.
Rules are evaluated daily for scheduled execution, so inform your learners to check their Training Goals page as appropriate.
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