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 enrollment of the user who was enrolled by a rule will remain unaffected even if the value of the value of the user profile filed is modifiec.
  
• If the keep enrollment is unchecked for the rule and a user’s enrollment is done by the rule, any change to the user profile field value will result in unenrollment & unenroll the users who do not match the current rule.
  
  

 

How to Enable/Disable rule:

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

 

How to Create a Rule:

• Step 1: Go to the Settings from the left-side navigation bar and click on Automation Hub.
  
  

 

• Step 2:  Click on the Add Rule button.
  

 

• Step 3:  Provide the name 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: Select the category from the drop-down & then click on save button.
  
  

 

• Step 6: On the pop-up select the courses, tenant, learning path, cohort, role & learning plans as per the category.
  

 

• Step 7: Click on the Save button to save the rule when X user enroll to the Y courses as per the profile field & condition.
  

 

• Step 8: The created rule is added on Automation Hub page.
  

 

 

How to Delete a Rule:

• Delete Rule: Click on the 3 dots of a rule and select Delete to delete the rule.
• Delete Rule: Select a rule and click on Delete button to delete the rule.
  
  

 

 

How to Edit a Rule:

• Edit Rule: Click on the 3 dots of a rule and select Edit to edit the rule.