Training Implementation

UE’s learning platform allows us to automate the process of enrolling your learners into groups, learning plans, and courses.

Common Use-cases for Automated Enrollments 

• You are running a bulk upload of users, but a subset of those users need additional courses.
  • Example: All users need to be enrolled in the Annual Employee Training Learning plan, but only some of the users should be enrolled in Avoiding Supervisory Pitfalls.
• You aren’t building a learning plan, but you want to make sure that anyone you add to the learning portal automatically gets a certain group of courses.
  • Example: Everyone who registers with your branch code should be automatically enrolled in Driver Safety Fundamentals, Passenger Van Safety, and Defensive Driving Safety.
• You want learners enrolled in a specific course to receive weekly reminders to complete the course, but you don’t want anyone else in your institution to receive those.
  • Example: There are multiple training initiatives going on at your institution and you want to make sure that only your group of learners who are taking BBP receive weekly reminders.

Enrollment Rule Request Format

Enrollment rules are best communicated by using If-Then statements, where If is the trigger and Then is the result.

Triggers can be any part of a learner’s profile:

• Institution
• Department
• Role
• Student or Employee
• Supervisor – Yes or No
• Additional Fields 1, 2, and 3

The resulting action action is what you would like them enrolled in:

• Groups
• Courses
• Learning Plans

For example:

• If a user is created and they have the word “Yes” in the Supervisor field, then enroll them in avoiding supervisor pitfalls.
• If a user is created or updated and they have the word “faculty” in the Role field, then enroll them in the FacultyLearningPlan and the Boundary Training for Educators course.

Creating Enrollment Rules

Enrollment rules must be setup by UE.  If you’d like to have enrollment rules created/enabled for your training, please reach out to Learning Enablement contact directly, or email us at launch@ue.org.