Existing auto-assignment rules for courses and curricula can be edited as requirements change.
Navigation: UKG Pro Learning > Admin > Automated Rules
- Locate and select the automated rule you want to change.
- Select the wrench icon.
- Select Edit. You will be redirected to the Advanced Assignment page for the rule.
- Make the desired changes.
- Select Set Rule.
When the new rule is set, the old auto-assignment rule is erased, and, depending on the changes made, the users assigned through an older version of the rule may be affected.
- Users assigned through an older version of the rule, but who still match the criteria of the current rule, will continue to be considered as part of the rule. This respects the “Unassign when criteria are not met anymore” setting.
- If “Unassign when criteria are not met anymore” was checked in the old version of the rule, users that got assigned through an older version of the rule but don’t match the criteria of the current rule will be instantly unassigned.
Use the table below to help understand how changes may affect users.
|
Example |
Rule Name |
Rule Criteria |
Result |
|
#1 |
Rule v1 |
- Unassign checked - Above Unit A |
Learners in Above Unit A were assigned by Rule v1. They are not unassigned if they do not meet the criteria of Rule v2. |
|
Rule v2 |
- Unassign unchecked - Above Unit A |
||
|
#2 |
Rule v1 |
- Unassign unchecked - Above Unit A |
Learners in Above Unit A were assigned by Rule v1. They are unassigned if they do not meet the criteria of Rule v2. |
|
Rule v2 |
- Unassign checked - Above Unit A |
||
|
#3 |
Rule v1 |
- Unassign checked - Above Unit A |
Learners in Above Unit A were assigned via Rule v1. They are unassigned when the rule is updated to Rule v2. |
|
Rule v2 |
- Unassign unchecked - Above Unit B |
||
|
#4 |
Rule v1 |
- Unassign unchecked - Above Unit A |
Learners in Above Unit A were assigned by Rule v1. They are not unassigned under Rule v2, but they are not considered part of Rule v2. |
|
Rule v2 |
- Unassign checked - Above Unit B |
||
|
#5
|
Rule v1 |
- Unassign unchecked - Above Unit A, B, C |
Learners in Above Unit B were assigned by Rule v1. They are unassigned when the rule is changed to Rule v3 as they do not meet the criteria now.
|
|
Rule v2 |
- Unassign checked - Above Unit A, B |
||
|
Rule v3 |
- Unassign checked - Above Unit A |
||
|
#6 |
Rule v1 |
- Unassign checked - Above Unit A |
Learners in Above Unit A were assigned by Rule v1. They are not unassigned when editing the rule to Rule v2 as the Unassign When Criteria Are Not Met Anymore" option is deselected. Learners continue to be considered as part of Rule v1. They are not unassigned even when editing Rule v2 to Rule v3.
|
|
Rule v2 |
- Unassign unchecked - Above Unit B |
||
|
Rule v3 |
- Unassign checked - Above Unit Β |