Track Automated Rules

Administrators and Managers who can assign training can create automated (re)assignment rules for courses and learning paths. Administrators and Managers can create and activate transition profiles with the Create Transitions Profiles permission.

Navigation: UKG Learning > Team Workspace > Training Rules 

The following types of Automated Rules can be found in the Training Rules section of the Team workspace:

• Courses (assignment and reassignment rules)
• Learning Paths (assignment and reassignment rules)
• Transitions

Depending on your role and permissions, you can review and manage different sets of rules.

• Administrators can review and manage all of the academy rules. 
• Training managers can review and manage all course and learning path assignment and reassignment rules. Based on their permissions, they may see only courses, learning paths, or both types of rules. 
• Managers can only review course and learning path assignment and reassignment rules. They can only see the rules they created and rules owned by the academy's Super Admin and apply to their organizational structure.

Course and Learning Path Assignment and Reassignment Rules

Navigation: UKG Learning > Team Workspace > Training Rules 

1. Select Assignment or Reassignment.
2. Select the Courses or Learning Paths tab.
3. Find the course or learning path and select its title. A list of all its automated assignment rules appears. The list contains:
   • The name of each rule
   • The status (active or inactive)
   • The state (running or paused)
   • The owner of the rule
   • The rule creation or last modified date
4. Select the icon next to the rule to:
   • Edit the rule
   • Pause or Start the rule
   • Delete the rule
   • Assume (Adopt) the rule
     • An Administrator or Training Manager can assume any rule.
     • A Manager can only assume a rule that refers to their organizational structure and belongs to the Academy's Super Admin. 
   • See the history of the rule
   • Delete and Unassign

Transitions

1. Select Transitions. This is a list of Transitions profiles created in the academy. The list contains:
   • The name of each profile
   • The status (active or inactive)
   • The owner of the profile
   • The last activation date.
2. Select the icon next to the profile 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 
   • Delete the profile

Note:
An Admin or Training Manager can assume any rule they want while a Manager can only assume a rule that refers to their org structure and belongs to the Academy's Super Admin. 

Preferred Time Zone Rules

Navigation: UKG Learning > Academy Workspace > Team Member Rules > Time Zone

Within each time zone, you can filter by rule status, rule state, last modified date, and rule owner. Then within each rule, you have the options to edit, pause/start, delete, assume ownership, and view its history.

Transitions Rules

Within Transitions you can filter transitions profiles by:

• Status
• Owner
• Last activated

For each rule you can:

• Edit
• Delete
• Assume transitions profile
• View History

Mapping Rules

Navigation: UKG Learning > Academy Workspace > Team Member Rules > Mapping

Within each mapped above unit or unit, you can filter by rule status, rule state, last modified date, and rule owner. Then within each rule, you have the options to edit, pause/start, delete, assume ownership, and view its history.