Learn how managers can use the similar Assign Goals process to assign their employees personalized training plans by CLICKING HERE.
To add a Goal Rule, navigate to the Administration menu > Manage Goals > Goal Rules, and then click +Goal Rule.
Existing Goal Rules are displayed with standard action buttons: Run, Edit, Copy, Delete. Click +Goal Rule to add a new one.
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.
Goals assigned by rules cannot be deleted, only waived. Deletion of a rule-based goal would only cause the rule to re-assign the goal after its next scheduled or on-demand run. A waived goal remains on the student's record so that the scheduled rule does not reassign the requirement every time it runs.
When using rules and auto-enrollment from interests, it is important to understand that the automated process hinges upon the status of the goal assignment. As long as the user is seen as meeting the goal, they will not be re-assigned the goal. Therefore no new auto-enrollment can take place in that course, even if it is set to unlimited enrollment. To trigger re-assignment and subsequent auto-enrollment, the goal must be lost via transcript expiration and/or having the existing transcript score date falling outside the Earliest Score Date criterion.