Find the Activity or Pathway you wish to assign a Registration Rule to and go to its administration area (see find content in Find Learning or Content Manager if you're unsure how to do this).
Click on the Add Users link from the Common Tasks area (you can also click on the Users tab on the left-hand side, followed by the Register button if you prefer).
You will be presented with a 3-step wizard.
Step 1
Select the Registration Rule option.
Click on Next.
Step 2
You will now be able to choose how the system will select the Users for registration:
| Filter by units | This enables you to choose your audience from the Organisation hierarchy that exists on the LMS, selecting a parent Unit (one that contains other smaller Units), will give you the option as to whether to include the Units below it in the hierarchy. |
| Filter by categories | This enables you to select one or more Categories in your selection. Categories can be set up so that Users can be grouped together in alternative ways, e.g. by job role, location or qualification. Contact us for further information if you do not have categories set up. |
| Filter by existing registrations | This option would allow you to select Users based upon the Completion Status of this Pathway or on the Completion Status of another Activity or Pathway, e.g. any User who had completed an introductory course in one subject would then be registered onto an intermediate course via a Registration Rule. |
| Filter by user creation date | Choose to only register Users that were on your LMS before a certain date or period, or Users that have or will join after a certain date. |
| Filter by employment date | Choose to only register Users that began their employment before a certain date or period, or Users that have been employed or will be employed in the future. |
Please note that you can choose multiple criteria if you need to.
For example, if we wanted to assign an eCreator course we have created specifically for the HR department, we could select Filter by units > Bank of Unicorn Limited >Human Resources, as shown below.
Once you have chosen which Users the system will register, click on Next.
Step 3
You will now be asked to choose:
- When to register the Users
- What the Due Date should be, if any
- If existing registrations need to be reset or cancelled registrations should be re-registered.
Once you have chosen your options, just click on the Finish button to complete the Registration Rule.
If you are unsure which options to choose, the below information should help you.
When to Register
| Overnight | If Overnight is selected, this will run at 01:00 UTC. Any Users who meet the criteria and log in prior to the rule running overnight will be registered on to the content at the time they log in, the system will not wait until overnight for that User. Therefore Overnight is our recommended setting. It also gives you opportunity to check the rule to confirm there are no mistakes prior to it rolling out en masse to large groups of Users overnight. A User who meets the criteria could check the rule by logging in to see if they are then registered onto the correct Activity. |
| Immediately | This option will run the rule sometime within a 10 minute loop. |
| On/From | The option will run the rule on a specified date at 01:00 UTC. |
| Check rule automatically | Tick this box if you wish to schedule the same rule to run every day over a period of time (e.g. courses for new joiners). You can either choose for the rule to be scheduled every day until a specified end date or to continue running indefinitely. |
Due Date
Tick the Set Due Date box to set up a Due Date for your learning Pathway or Activity:
- The date you set will be visible against the Activity in the My Activities area
- It will also determine the RAG status within the My Team Activity dashboard area.
You will have 5 main options to choose from, as well as 'Keep the due dates for existing registrations':
| Specify a date | This allows you to set a specific date, e.g. 31 December for annual training. |
| Specify a date from user creation date | If you select this option, you can also check the Use the employment date instead when available box that appears to use the Employment Date over the User Creation date. |
| Specify a date from last completion | This could be used for regular mandatory training, for example, and will assign the training based on the date the Activity was last completed. |
| Specify a date from last due date | This could be used in a similar way to the last completion date, for mandatory training, for example, but the last due date will be used as the assignment date, rather than the date it was completed. |
| Specify a date from when the activity is assigned | You can also use this option in conjunction with the Reset progress option (see Existing Registrations below) if you will be assigning the same Activity on a regular basis and resetting the progress back to not attempted each time. |
| Keep the due dates for existing registrations | If it is likely the User has been registered onto the Activity as part of a different learning Pathway, we would recommend selecting the option to keep the Due Dates for existing registrations. Any previous Due Dates given for that Activity will be kept and not updated to the new Due Date. |
Existing Registrations
In this section you can choose to reset the status of a learning Pathway or Activity if you need to:
| Register previously cancelled users | Tick to register previously cancelled Users. Selecting it will also give you an additional option to reset their progress (this is a separate option to reset progress). See below for an explanation. |
| Reset progress | If a piece of content needs to be completed regularly for compliance reasons, ticking this box will reset the Activity back to Not Attempted for Users who are already registered onto the Activity. As with Due Dates, if you select it, you can then refine who will be reset using the additional options that appear. |