Manage Ruleset Enrollments

Enrollments – The LMS is set up in a way that prefers that enrollments be created here, rather than in the user profile, or in a group. Rulesets are used to auto-enroll users during the enrollment Lifespan period (the Rulesets tab appears once the Properties tab for the enrollment is correctly filled out and saved).

New One-Time w/Fixed Dates

Utilize this type of enrollment when you want all enrolled users to take the course once, and within the same date range.

Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.

Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).

Force Assignment – If this is checked, and the user matches the ruleset criteria during the Lifespan of the enrollment, the user will be auto-enrolled in the course regardless of if they took the course previously in a one-time enrollment. If this is un-checked, users who match ruleset criteria during the Lifespan of the enrollment will not be auto-enrolled in the course if they already took the course previously in a one-time enrollment.

Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.

Lifespan Timezone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Timezone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.

Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.

Access from First Launch – This parameter controls when the user loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.

New One-Time w/Relative Dates

Utilize this type of enrollment when you want all enrolled users to take the course once, but each user’s date range within which they can take the course is dependent on when they are enrolled, rather than the same for every user.

Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.

Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).

Force Assignment – If this is checked, and the user matches the ruleset criteria during the Lifespan of the enrollment, the user will be auto-enrolled in the course regardless of if they took the course previously in a one-time enrollment. If this is un-checked, users who match ruleset criteria during the Lifespan of the enrollment will not be auto-enrolled in the course if they already took the course previously in a one-time enrollment.

Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.

Lifespan Timezone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Timezone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.

Delay – If a user meets the ruleset criteria, they will be enrolled in the course this amount of time after they meet the criteria. If there is no delay, they will be enrolled right when they meet the criteria.

Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.

Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.

New Recurring w/Fixed Dates

Utilize this type of enrollment when you want all enrolled users to take the course on a periodic basis, and within the same date range.

Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.

Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).

Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.

Lifespan Timezone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Timezone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.

Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.

Recurrence – The user will be re-enrolled in the course as often as dictated here. An end date cannot be set for this parameter. Recurring enrollments recur until the enrollment is deleted.

Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.

New Recurring w/Relative Dates

Utilize this type of enrollment when you want all enrolled users to take the course on a periodic basis, but each user’s date range within which they can take the course each period is dependent on when they are enrolled, rather than the same for every user.

Label – Internal label for the enrollment for internal tracking purposes. Only the Administrator (non-user) and any users with permissions to see and/or create enrollments for the course will see this label. Learners will not see this label; they will only see the course name.

Prerequisites – If checked, users will not be able to launch the course until the courses listed in the Prerequisites tab of the Course Properties section are completed (depending on what is marked in the Prerequisites tab in the course’s Course Properties section, learners will either need to complete “Any single course listed” or “All courses listed” in the course’s Prerequisites list).

Lifespan Start and Lifespan End dictate the timeframe within which users who match enrollment ruleset criteria will be enrolled. Before and/or after that timespan (if the Lifespan Start does not begin immediately, and/or the Lifespan End is not infinite), nobody will be auto-enrolled into the course.

Lifespan Timezone – The time zone within which the course is taking place. The course enrollment times will reflect differently for user profiles set to different time zones, relative to the enrollment’s Lifespan Timezone. The default time zone for the enrollment is that which is set in the Account Settings section of the System menu.

Delay – If a user meets the ruleset criteria, they will be enrolled in the course this amount of time after they meet the criteria. If there is no delay, they will be enrolled right when they meet the criteria.

Due – This is the date on which the course must be completed by the user. “Access from First Launch” must run past the due date, so the course will still be accessible to the user after the due date; it will appear under the “Overdue” tab of their Enrollments Widget. If they do complete the course past the due date, their completion will be noted as overdue.

Recurrence – The user will be re-enrolled in the course as often as dictated here. An end date cannot be set for this parameter. Recurring enrollments recur until the enrollment is deleted.

Access from Start and Access from First Launch both control the same parameter. This parameter controls when the user loses access to the course. Whichever date comes the earliest is the date on which the learner loses access to the course. The course will be moved to the “Expired” section of the user’s Enrollments Widget, the user will not be able to launch it, and it will remain in the “Expired” section for 30 days before it is completely removed.

Modify Enrollment

To update the properties of an existing enrollment, click on the name of the enrollment in the list.

Click “New Ruleset” in the Rulesets tab to set rules that automatically enroll users into the course based on the criteria in the Ruleset. To update the properties of an existing ruleset, click on the name of the ruleset in the list.