Training Assignment Rules
Who must take a course or a learning path -- by job, position, department, location or as new hires -- by when, and how often again. Run daily, or now.
Where to find it
Address in the console: /hrms/training-rules
List · 13 columns · 17 fields on its form · 1 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Rule | Code | rule_no |
| Name | Text | name |
| Course | Code | course_code |
| Path | Code | path_code |
| Job | Text | job_title |
| Department | Text | org_unit_name |
| Location | Text | location_name |
| New hires | Yes or no | new_hire_only |
| Days to complete | Number | due_days |
| Every (months) | Number | recurrence_months |
| Active | Yes or no | is_active |
| Last run | Date | last_run_at |
| Last enrolled | Number | last_run_enrolled |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| Course | Choice | Looked up from existing records | A course, or a learning path below -- one of the two. |
| Learning path | Choice | Looked up from existing records | |
| Job | Choice | Looked up from existing records | Blank criteria reach anybody; filled ones must all match. |
| Position | Choice | Looked up from existing records | |
| Department | Choice | Looked up from existing records | |
| And the units under it | Yes or no | ||
| Location | Choice | Looked up from existing records | |
| Employment type | Choice | full_time, part_time, temporary, contractor, intern | |
| New hires only | Yes or no | ||
| Hired within (days) | Number | ||
| Days to complete | Number | From the day it is assigned (for new hires, from the hire date). | |
| Repeat every (months) | Number | Blank is once. A completion is re-opened when the next round falls due. | |
| Remind (days before due) | Number | ||
| Tell the manager (days overdue) | Number | ||
| Active | Yes or no | ||
| Notes | Long text |
What you can do here
Run now primary
Asks for confirmation: Enrol everybody this rule reaches who is not on it yet?
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.