How to set up Automations

Automations let you automate course assignment and user management. They allow you to select an action that will be performed by the system automatically, when a certain event occurs.

Some usage scenarios for Automations are as below:

- You want to assign a course to the users some days after they complete another course.
- You want to assign a new course to the users after their certification for another course has expired.
- You want to deactivate users that have not logged in during the last x days.

To create an Automation, login as Administrator and select the Automations option (1) from the Events Engine section. Then select to add a new Automation (2).


Type its name (3) and select the automation from the drop down list (4)


According to the automation you have selected you have to specify it further. For example, if the automation contains the “hours” parameter you have to specify the number of hours or the course’s name etc.


You can find below the complete list of the available automations:

  • Z hours after course X assignment, assign course(s) Y
  • Z hours after course X completion, assign course(s) Y
  • Z hours after course X certification expiration, reset and assign course(s) Y
  • Z hours before course X expiration, assign course(s) Y
  • Z hours before course X certification expiration, reset and assign course(s) Y
  •  Z hours after course X completion, with a score between K and L, assign course(s) Y
  • Z hours after course X failure, assign course(s) Y 
  • On course X completion, assign course(s) Y
  • On course X completion, with a score between K and L, assign course(s) 
  • On course X completion call URL 
  • On course X completion, give Z points
  • On course X certification expiration, reset and assign course(s) Y
  • On course X certification expiration, reset and remove course(s) Y  
  • Deactivate a user if Z hours have passed since last login
  • Z hours after user signup, assign course(s) Y

Note: Automations are available from the Plus or the Basic Unlimited plan upwards. 

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