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Automatic group assignment based on certification status

  • March 6, 2023
  • 8 replies
  • 102 views

Davefox
Helper III
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I found ways to automate based on course completion, but we have a situation where completing a course grants a certification that expires. As long as the certification is active we want learners to be in a group that has specific catalog access. when the certification expires, their access should also expire, but they would still have course completion. 

 

Is there a way to create an automatic group enrollment rule based on a certification being active?

 

 

8 replies

lrnlab
Hero III
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  • Hero III
  • March 6, 2023

Since groups are based on user attributes or course statuses, you might try using the latter to build your group based on the course(s) your users completed to attain their certification.


Bfarkas
Hero III
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  • Hero III
  • March 6, 2023

I was originally thinking that since the expiration seems to be the core problem here, can you make an additional field to store the expiration date and do bulk updates periodically? Set the group based on the date in the field, but then I remembered how the date conditions for rules are not really robust so don’t know that you could go that way.

Here’s a question, if they completed the course for the cert, and then the cert expires, do they retake the course for the cert again or is it a new course?


Davefox
Helper III
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  • Author
  • Helper III
  • March 10, 2023

They would end up retaking the course. So maybe I need to combine both of these sugestions and use course completion to create a group and then group membership to be time based. 

 

HMMMMM

 


dklinger
Hero III
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  • Hero III
  • March 10, 2023

@Davefox- pause - groups dont have a time-based windowed criteria. That will cause an issue for your proposition above.

 


Davefox
Helper III
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  • Author
  • Helper III
  • March 10, 2023

Just found that. And it looks like courses have validitidy, but not an auto-unenrollment if incomplete at expiration. 


dklinger
Hero III
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  • Hero III
  • March 10, 2023

@Bfarkas - read through @Davefox - this maybe an interesting usecase for Farktools.


dklinger
Hero III
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  • Hero III
  • March 10, 2023

@Bfarkas- read through @Davefox - this maybe an interesting usecase for Farktools.

Oh silly me - you are already part of the thread. 🤣


Bfarkas
Hero III
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  • Hero III
  • March 10, 2023

Hmm, added to the ponder board, thanks for the shoutout @dklingerÂ