Track Automated Rules

Admins and Managers who have the Assign Training permission enabled have the option to create automated (re)assignment rules for Courses and Curricula. Admins and Managers who have the Create Transitions Profiles permission enabled have the option to create and activate transitions profiles.

All of these Automated Rules can be found under the Automated Rules Dashboard.

Navigation: UKG Pro Learning > Admin or Manage (hover) > Automated Rules

Here you may find all of the automated rules created per feature/training entity:

  • Courses (assignment & reassignment rules)
  • Curricula (assignment & reassignment rules)
  • Preferred timezone rules
  • Associate above units and units with users
  • Transitions

Depending on your role and permissions, you will be able to see and manage a different set of rules.

  • Admins are able to see and manage all of the academy rules. 
  • Training managers are able to see and manage all Course/Curriculum Assignment/Reassignment Rules. Based on their permissions (Assign Courses / Assign Curricula) they may be able to see only Course, Curriculum, or both types of Rules. 
  • Managers are only able to see Course/Curriculum Assignment/Reassignment Rules. They can only see the rules they have created and the rules that are owned by the academy's Super Admin and refer to their structure.

Courses & Curricula

1Course/Curriculum Assignment Rules

Find the desired Course/Curriculum, select its title and you will see a list of all of the relevant automated assignment rules. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

Select the wrench icon next to the rule in order to:

  • Edit the rule
  • Pause the rule
  • Assume (Adopt) the rule
  • See the history of the rule (you have the option to add a note per action if needed)
  • Delete the rule

Course/Curriculum Reassignment Rules

Find the desired Course/Curriculum, select its title and you will be able to see a list of all of the relevant automated re-assignment rules. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

Select the wrench icon next to the rule in order to:

  • Edit the rule
  • Pause the rule
  • See the history of the rule (you have the option to add a note per action if needed)
  • Delete the rule

Preferred timezone rules

Find the desired Timezone, select its title and you will see a list of all of the relevant automated assignment rules for this timezone. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

Select the wrench icon next to the rule in order to:

  • Edit the rule
  • Pause the rule
  • See the history of the rule (you have the option to add a note per action if needed)
  • Delete the rule

Transitions

You can find a list of Transitions profiles created in the academy. The list contains the Name of each profile, the status (active/inactive), the owner of the profile, and the last activation date.

Select the wrench icon next to the profile in order to:

  • Edit the profile (you can edit everything but the org structure and the time units field)
  • Assume (Adopt) the profile
  • See the history of the profile (you have the option to add a note per action if needed)
  • Delete the profile

Above Unit and Unit Associations

Find the desired (Above) Unit, click on its title and you will be able to see a list of all of the relevant automated association rules. The list contains the Name of each rule, the status (active/inactive) the state (running/ paused), the owner of the rule, and the rule creation date.

Select the wrench icon next to the rule in order to:

  • Edit the rule
  • Pause the rule
  • See the history of the rule (you have the option to add a note per action if needed)
  • Delete the rule
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