Skip to main content

There is a new law in place that requires us to assign a course to all staff working in California. That enrollment rule was easy to set up, but I also need to assign the course to the Regional Portfolio Leader and Regional Vice President of anyone who works in California. The RPL is the direct supervisor for some of the staff, but may be 2-3 levels above them in other cases. The RVP is the direct supervisor for the RPL. 

The complication is that the RPL and RVP are not based out of California, and because they oversee so many sites, they are all assigned to our main branch, so I can’t assign it based on Branch, Location, or State Working in (fields we added). Does anyone know if there is a way to create a group based off of if they manage a property? The portfolios get shuffled around often, so I’m worried they will change who oversees the California sites and and we won’t know that someone new needs to be assigned the content. 

I’m tempted to just add all of them to the course just to be safe, but I was curious if there was a better solution. I hate assigning training to people who don’t need it, but since this is based on a California law, I’d rather be safe than sorry.

I think you should create a new additional field you can populate with a value that you can use to gather these folks up into a new group and then use that with the enrolment rules.


Reply