Goal Rules

The Goal Rules feature provides Portal Administrators a means to automatically assign learners their Certification or Course goals based on any combination of user profile attributes or training status. Rules can be run on a scheduled basis or executed on-demand. Automated messages inform learners and their managers of new assignments each day.

This document explains how to use the Goal Rules Setup Wizard to define user criteria, select one or more training goals, name the Goal Rule, and schedule it for processing. The wizard guides portal administrators through each step of the rule creation process, providing simple navigation options and ensuring correct configuration along the way. While the existing Goal Transitions process is still available, Goal Rules make the process of assigning training goals easy to automate and maintain. When using Goal Rules to assign certifications or curriculums to learners, it is not necessary to use Goal Transitions to assign the same certifications.

Learn how LMS managers use the similar Assign Goals process to assign personalized training plans by CLICKING HERE.

Add Goal Rule

To add a Goal Rule, navigate to the Administration page > Manage Goals > Goal Rules, then click +Goal Rule

  1. Rule -- Name the rule. Provide a short description, notes, or additional non-English translations as desired. Click Next.
    Add Goal Assignment Rule page
  2. User Filter -- Define the criteria that make users eligible for certification or course goal assignment. Click Next.
  3. Preview -- Displays the current population of users who will be assigned the goal based on the criteria established in Step 2.  Preview the results  and Next and Previous to refine user filters and view upated results until the list shows the expected results. Note, as new users are added or existing users change, the rule dynamically updates goal assignments.
  4. Training Goal -- Select a Goal Type, then create the Certification or Course list that will be assigned by the rule.
  5. Schedule -- Enter the date range for which the rule is effective and select how frequently the rule should evaluate the user population against the rule criteria to update goal assignments.Example of Schedule step
  6. Confirmation -- Review and confirm your rule setup. Click the step name or corresponding edit buttons to return to earlier steps and view detailed information. Click Save to complete the process. A message banner will display results.
    Confirmation Step

MAnage Goal Rules

Existing Goal Rules are displayed with standard action buttons: Run, Edit, Copy, Delete. Click +Goal Rule to add a new one.

  • Run a rule to evaluate user eligibility in real time and update training goals en masse.
  • Edit a rule to change the user definition or scheduled execution.
  • Copy a rule to assign the same training goal to a new user population.
  • Delete a rule to remove both the rule itself, plus all its goal assignments from the system.

To retire a rule without deleting historical goals from the database, edit the goal and update the Schedule Range to inactivate it with an end date in the past. Schedule Range and Frequency can be used to configure training plans, then roll out assignments at a future date or on demand.