Automation Hub

About Automation Hub:

  1. This feature is helpful to get multiple users to add up in the rule.
  2. Automation Hub is used to enroll users into courses, cohorts, tenants, and learning path based on the rules that we define.
  3. A rule contains the rule name, profile field, condition, value & category. 
  4. Every field has different values. The name is nothing but the name of the rule in the text. Profile field contains the drop-down list as city/town, country, email, first name, last name, username, etc. Choose any one condition from the drop-down list.  
  5. The value is nothing but the text that the user wants.
  6. Category fileds contains the drop-down list as Course, Tenant, Learning Path, Cohorts , Role, Learning plans. 

What does Keep Enroll mean?

  • If the keep enrollment is checked for the rule, the system will enroll the user as per the rule.
  • If the keep enrollment is unchecked for the rule, the system will check for previous rule enrollment & unenroll the users who do not match the current rule.  


 

How to Edit a rule/enable/disable it:

  • Enable/Disable Rule: Select a rule, click on the 3 dots of that rule & select enable/disable rule to enable/disable the rule. 
  • And click on the Enable/disable button to enable/disable the rule. 
  • Enable/Disable Rule is temporarily so that enrollments can be managed. 

 

 

 

How to Create a Rule:

  • Step 1:  Click on “Automation Hub” that present at left hand side navigation bar.  

 

Step 2:  Click on the Add Rule button.

 

Step 3:  Click on the Add rule button to add the text for the rule and select the profile field from the drop-down.

 

Step 4: Select the condition from the drop-down & then add the value as per the rule.

 

Step 5: On the pop-up select category from the drop-down & then as per category select the courses, tenant, learning path, cohort, role & learning plans.

 


 
Step 6: Click on the Save button to save the rule when X user enroll to the Y courses as per the profile field & condition.

 

Step 7: The created rule is added.

 

 

How to Delete a Rule: 

Step 8: Click on the delete button to delete the selected rule.

 

How to Edit a Rule:

Step 9: Click on the 3 dots that are present on every rule and select the edit button to edit the selected rule.

How to Enable/Disable a Rule:

Step 10: Click on the 3 dots that are present on every rule and select the Enable/Disable button to enable/disable the selected rule.