Goal Rules

Goal Rules Automate Training Assignment

The Goal Rules feature provides Portal Administrators a new way 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 will inform your learners and their managers of new assignments each day.

This article will explain how to use our sleek new Setup Wizard to define user criteria, select one or more training goals, name the Goal Rule, and schedule it for processing. Our easy-to-use wizard will walk you 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. 

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

Add Goal Rule

Find the Goal Rules link listed on the Administration page, under the Manage Goals menu. Open the Goal Rules page, then click +Goal Rule to get started. 

  1. Rule -- Start by naming the rule. Provide a short description, notes, or translations as desired.
    Add Goal Assignment Rule page
  2. User Filter -- Define the criteria that makes users eligible for certification goal assignment. Click Next to preview results.
  3. Preview -- Preview the user population that will be assigned training goals from this rule. Use the Next and Previous buttons to refine user filters and view results.
  4. Training Goal -- Select a Goal Type, then populate the Certification or Course list that will be assigned by rule.
  5. Schedule -- Enter the date range you want the rule take effect, and how frequently user criteria should be evaluated for goal assignment.Example of Schedule step
  6. Confirmation -- 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 Save to complete the process, and a message banner will display results.
    Confirmation Step

MAnage Goal Rules

Goal Rules are listed with standard action buttons: Run, Edit, Copy, Delete. Click [+Goal Rule] button 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.

‚ÄčIf you want to retire a rule without deleting historical goals from the database, simply 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.