Feature Overview and Requirements

This document explains how to use the Goal Rules Setup Wizard to define user criteria, select one or more training goals, name the Goal Rule, and schedule it for processing. The wizard guides portal administrators through each step of the rule creation process, providing simple navigation options and ensuring correct configuration along the way.

Learn how managers can use the similar Assign Goals process to assign their employees personalized training plans by reviewing the Assigning Your Employees Goals in the Useful Links section

Step by Step Procedure and Field Description

To add a Goal Rule, navigate to the Administration menu >Manage Goals > Goal Rules, and then click +Goal Rule.

1. Rule — Name the rule. Provide a short description, notes describing the rule, or additional non-English translations as desired. Click Next.

2. User Filter — Define the criteria that make users eligible for accreditation or course goal assignment. Create filters to find users who meet the stated selection criteria will be ultimately be assigned the Goal. These statements are separated by an implied “AND” so be careful to confirm the logic of your filters. Click Next.
3. Preview — Displays the current population of users who will be assigned the goal based on the criteria established in Step 2.  Preview the results and click Next to continue. Click Previous to refine user filters and view updated results until the list shows your expected results. Note: As new users are added or existing users change, the rule dynamically evaluates and updates goal assignments on the next scheduled or on-demand run.
4. Training Goal — Select a Goal Type = Course and choose one or more Courses which comprise the goal. 
   — Pay attention to Earliest Score Date (ESD). Prior credit for the course will not count toward the goal if it precedes this date. By default, the ESD is set to 1/1/2000. It must be updated to enforce a tighter completion window for achievement.  Earliest Score Date can be used to force loss of earlier goal achievement for all or some users. For instance, if a requirement for a course is annual and you loaded new content for the next year, setting a Course Goal’s Earliest Score Date to the date you loaded the new content would cause everyone to lose their previous goal credit and they would be re-assigned the goal again to complete the new content. Note that the ability to enroll in the new course is still subject to course enrollment restrictions and in some cases, would be pending transcript expiration.
   — Setting a Due Date requirement will allow graphic indicators and notifications to occur for users and managers when goal completion is past due.
   — Click Next to continue.
5. Schedule — Enter the date range during which the rule is effective and running, then select how frequently the rule should evaluate the user population against the rule criteria to update goal assignments. Daily, Weekly, and Monthly choices run via overnight processes. Using On Demand allows you to save the rule’s criteria and goal settings, but run it whenever you wish rather than on a set schedule.

6. Confirmation — Review and confirm your rule setup. Click the step name or corresponding edit buttons to return to earlier steps and view detailed information. Click Save to complete the process. A message banner will display results.

Manage Goal Rules

Existing Goal Rules are displayed with standard action buttons: Run, Edit, Copy, Delete. Click +Goal Rule to add a new one.

• Run a rule to evaluate user eligibility in real time and update training goals en masse.
• Edit a rule to change the user definition, the goal definition, or schedule configuration.
• Copy a rule to assign the same training goal to a new user population.
• Delete a rule to remove both the rule itself and all goal assignments it generated from the system.

To retire a rule without deleting historical goals from the database, edit the goal and update the Schedule Range to inactivate it with an end date in the past. Schedule Range and Frequency can be used to configure training plans, then roll out assignments at a future date or on demand.

Options Once Goals are Assigned by Rules

Goals assigned by rules cannot be deleted, only waived. Deletion of a rule-based goal would only cause the rule to re-assign the goal after its next scheduled or on-demand run. A waived goal remains on the student’s record so that the scheduled rule does not reassign the requirement every time it runs. 

• Student users cannot waive goals generated by rules.
• Managers may waive rule-generated goals for their employees if the Site Management > LMS Information setting for “Waive Team Goals” is enabled.
• Portal administrators with full portal oversight can waive goals for anyone. They can restrict Goal Waiver to just portal administrators by disabling the “Waive Team Goals” setting.

The processes that turn goals into interests are now configured to run almost instantaneously after the goal is assigned for both Accreditation- and Course-based goals, regardless of whether they’re assigned by rules or on an ad-hoc basis.

Once the interests are created, processing time into enrollments will vary depending on the queue of requests. Enrollments must go through standard eligibility checking to determine if the student qualifies to take the course.