Play the video below if you would prefer to see how to do this.
In this example we explain how to create a Registration Rule for an annually recurring activity. We will use the following criteria:
- The whole organisation must be allocated the activity on 1st November 2019
- The due date needs to be set at 2 months
- Users need to redo the activity every year at the same time
Find the activity you would like to assign a Registration Rule to and go into its administration area (see Find content in Find Learning or Find content in Content Manager if you are unsure how to do this).
You are taken to the Common Tasks area. Click on Add Users.
Or navigate to the Users tab and select Register.
You are taken to a 3-step wizard.
Choose the Registration Rule option and click Next.
In this step you choose who you want to be registered onto the activity. As we are registering the whole organisation, we will choose Filter by units and select our top level organisation.
Click on Next.
In this step you decide when the rule will start running and set the due date for the activity. You can also decide whether you want the Registration Rule to run once or to be a recurring rule.
We will start our rule running on 1st November 2019. This means everyone in our organisation will be registered onto the activity on this date.
We want our rule to keep running each day, and pick up any new Users added to the organisation. To do this we tick the Check rule automatically option and set the timescale to Indefinitely. This means the rule will keep running indefinitely and not stop on a particular date.
Next, we need to set a due date for the activity. To do this tick the box Set due date. In this example we will choose the option Specify a date from when activity is assigned and set this to 2 months. By selecting this option, the due date will be 2 months relative from when the activity was assigned, which could be different for Users depending on when they were picked up by the rule.
Finally, we need the rule to reset progress at the same time each year. This is so Users can redo the activity on an annual basis. To do this tick the Reset progress option and choose Every 12 Months from 1st November 2019.
Click Finish. You are taken back to the Users tab where you can view your Registration Rule. The rule will be pending until it starts running.
Your rule will start running on 1st November 2019.