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Status Unreviewed
Categories Admin Experience
Created by Guest
Created on Oct 6, 2022

Tie re-enrollment to auto-enrollment rules: drop users who no longer meet criteria

Hi!

The auto-enrollment is a big deal for our business. Easiest case study: We have multiple compliance courses that must be assigned depending on the user's data fields. Some are for managers, some are for people residing in a specific country, and some for specific departments or job titles. This currently works beautifully.


We also utilize automatic re-enrollment. Users re-enroll 30 days before their certificate expires.


Problem: when a user's data changes (becomes a manager, changes department, move to a new country, etc) they will be picked up but new assignments but their old (now un-needed) re-enrollments remain. This creates an unsustainable amount of investigatory work to identify who needs to be fixed as well as tickets from users complaining about incorrect courses.


ASK: Can we tie re-enrollment to the original auto-enrollment rules? Once the user no longer meets those rules, their automatic re-enrollment is cancelled.

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  • Guest
    Reply
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    Dec 14, 2023

    I agree this would be beneficial to save admins having to keep unenrolling users who no longer meet the eligibility. Also if there was a dropdown in course assignments that allowed you to auto assign training to anyone who has the manager experience so that you can auto-assign training to managers without having to manually pull a report or add a group of managers via an integration.

  • Guest
    Reply
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    Dec 13, 2023

    Yes, this is definitely an issue for our organization as well. This would be extremely helpful.

    Another idea we had was to even have custom re-enrollment rules separate from the original auto-enrollment rules. Could have those identical to the auto-enrollment rules or customize them.