Create your own rules to automatically carry out certain actions in the academy. This way, you can automatically enroll users in learning activities once specific criteria are met.
What can I do with enrollment rules?
With rules, you can manage enrollments based on multiple criteria. This allows you to automate more specific enrollments compared to assigning them via the organisational structure.
Example
You want to enrol all users under the company Rakoo in a Security & Awareness learning activity that matches the user's language.
If you assign a learning activity to the company Rakoo via the organisational structure, everyone under that company will be enrolled—regardless of their language.
With an enrolment rule, you can specify that all users from the company Rakoo with Dutch as their language are enrolled in the Dutch version of the learning activity. For users with English as their language, you create a second enrolment rule. This ensures that all users from the company Rakoo with English as their language are enrolled in the English version of the learning activity.
Enrollment rules
Add an enrollment rule
Go to "Organise" via the menu on the left.
Go to the "Rules" tab.
Click the “+” icon in the top right corner to add a new rule.
For each rule, follow these steps:
Give the rule a name.
Activate the rule. An active rule will be executed; an inactive rule will not.
Add the criteria that users must meet to be enrolled. You can select up to 10 criteria. Users must meet all criteria to be enrolled in the learning activity. You can choose from (a combination of) the following criteria:
Department
Company
Date added
Job title
User/manager
Group
Language
Team
Select the learning activity users should be enrolled in. You can choose one learning activity here.
Create the rule using the "Create rule" button at the bottom of the page.
Example of an enrollment rule
The criteria below should ensure that all managers from the company Rakoo who are in the Customer Success team and whose account was created after 01-10-2024 are enrolled in the relevant learning activity.
This also means, for example, that all users from the company Rakoo who are in the Customer Success team and whose account was created after 01-10-2024 will not be enrolled in the relevant learning activity.
