How to automate learning assignments - based on rules and groups

With eloomi Infinite, content can be easily assigned to multiple users with our Rule-based assignments feature 🗒

Lisa Heim avatar
Written by Lisa Heim
Updated over a week ago

Overview

  1. What is a Rule-based assignment and why is it useful?

  2. How to add rules for a group

  3. How to assign content accordingly

What is a Rule-based assignment?

Rule-based assignment allows you to assign content automatically to multiple groups of users. Instead of having to go through the manual process of selecting courses for individual users, content is automatically assigned if a learner matches a specific rule.

Quick Tip

Use the function to automatically assign onboarding courses to all users that started in a specific month by setting their starting date as a determining rule.

How to add rules for a group

The option Rules allows you to set specific rules for group members. After setting these rules, users who fulfill the rule will automatically be added to the group and you can assign content based on these rules.

To add rules, navigate to Admin > Organization > Groups. Choose the group that you want to edit, click Rules then click on Add Rules. If you did not add groups and group your learners, read this article about user management.

The following rules can be set:

  • if Email is/is not / contains/doesn't contain:

  • if Role is/is not:

  • if Creation date is/is not / greater than / less than/between / not between:

  • if Job title is/is not / contains/doesn't contain:

Additionally, any custom roles you create will also appear here to add a Rule for/to.

Choose the Value (email, role, creation date, or job title) that should determine the rule. Choose the operator (is/is not / contains/doesn't contain etc.) and type in what the value should be.

After setting your rule, you can add a condition (second rule). If you want to edit or delete rules, simply navigate to the rule, click on the three dots to the right, and click on Edit / Delete.

In the following example, we show how to automatically group users that were created in September, hence, our September new hires. We want to use rule-based assignments to easily assign them the same onboarding content. The value that the new hires have in common is their Creation date.

The rule will be: if > Creation date is 01/09/2021. Any user who was created on 01/09/2021 will then automatically be added to the group.

How to assign content accordingly

To assign a course, navigate to Admin > Learning > Courses and choose the course you want to assign. Click on Assignments and choose Groups. Select the group you want to assign the course to. Now, everybody that fulfills the rules you set for that group, will receive the course.

In the following example, you can see how it looks if users are assigned to a course according to a rule. If a user no longer fulfills the rule, the assignment will automatically be removed from the learner's courses.

If you want to remove a user's assignment that is based on a rule, you need to change the corresponding group accordingly. For instance, if you'd like to remove Viktor's assignment from the example below, you'd need to navigate to Admin > Organization > Groups and change the rule/group members there.

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