Create your own rules to automate specific actions in the academy, such as enrolling users in a learning activity.
Enrollment rules
Add an enrollment rule
You can add rules through the 'Organise' section and then the 'Rules' tab. Click the '+' icon in the top right corner to add a new rule. Follow these steps for each rule:
Name the rule.
Activate the rule. An active rule will be executed, while an inactive rule will not.
Add the criteria that users must meet to be enrolled. You can select up to 10 criteria here. The user must meet all criteria to be enrolled in the learning activity. You can choose from (a combination of) the following criteria:
Company
Date added
Department
Function
Group
Language
Team
User/manager
Select the learning activity for which users should be enrolled. You can choose one learning activity here.
Create the rule using the 'Make rule' button at the bottom of the page.
Example of an enrollment rule
The criteria below would ensure that all managers from the company Rakoo who are part of the Customer Success team and whose accounts were created after October 1, 2024, are enrolled in the specified learning activity.
This also means that all users from the company Rakoo who are in the Customer Success team and whose accounts were created after October 1, 2024, will not be enrolled in the specified learning activity.
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 enroll all users under the company Rakoo in a security & awareness training, matching the user's language.
When you assign a training activity to the company Rakoo via the organisational structure, everyone under that company is enrolled, regardless of the user's language.
With an enrollment rule, you can set it up so that everyone from the company Rakoo and Dutch as their language gets enrolled in the Dutch version of the training. For users with English as their language, you create a second enrollment rule. This ensures that everyone from the company Rakoo and English as their language gets enrolled in the English version of the training.