Setting up site-wide automation

To set up site-wide automation actions, go to Admin from the main left navigation and visit the Automation area.

Courses

In the Courses tab of the Automation area, you can set up completion, enrollment, unenrollment, and reenrollment actions that are triggered when a user fulfills the condition for any course on the learning platform. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Modules

In the Modules tab, you can set up added and completion actions. The added actions are triggered when a new module is added to a course and you can award points and badges to instructors for creating new modules. The module completion actions are triggered when a user completes any module on the platform. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Sections

In the Sections tab, you can set up added and completion actions. The added actions are triggered when a new section is added to a module and you can award points and badges to instructors for creating new sections. The section completion actions are triggered when a user completes any section on the platform. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Assessments

In the Assessments tab, you can set up added and completion actions. The added actions are triggered when a new standalone assessment is added to a course and you can award points and badges to instructors for creating new assessments. The assessment completion actions are triggered when a user completes any assessments on the platform. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Groups

In the Groups tab, you can set up added and removed actions. The added actions are triggered when users are added to the group and you can award points and badges, send them notifications, and more. The removed actions are triggered when a user is removed from any group on the platform. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Resources

In the Resources tab, you can set up actions for sharing resources. The action is triggered when resources are created in the organization or business library, or edited and placed from a personal library into an organization or business library. You can use these actions to reward instructors who create useful shared resources. To add an action, click on the add button.

A pop-up will open with multiple tabs and a list of the available options in each tab.

Forums

In the Forums tab, you can set up actions for posts and replies. The post actions are triggered when a user, who is not a moderator, posts to the forum. The reply actions are triggered when a user, who is not a moderator, replies to a post on the forum. With these actions, you can encourage discussions between learners. To add an action, click on the add button under the action type you want to add.

A pop-up will open with multiple tabs and a list of the available options in each tab.