What are team rules?
Team rules allow administrators to set up specific criteria for a team that will copy or remove learners from the team. Team rules utilize learner attributes, such as state, department, hire date, or supervisor, to copy or remove learners to teams if their attributes match the established criteria. Setting up team rules allows learners to be automatically copied or removed from a team, without creating additional work for administrators.
To set up team rules:
- Navigate to Administration from the main menu
- Select People then Teams from the sidebar menu
- Select a team to set up rules for
- Select the Manage Rules tab
- Select New Rule
- Give your rule a title
- Select a Source Team from which the learner is copied from
- Select a new parameter for the learners to match (see a complete list of attributes below)
- Fill out what attribute information the learner needs to match
- To remove learners from a team, choose one or more teams to remove from or select Remove from all Teams
- Click Create Rule
When creating a team rule, the following learner attributes are available for use:
- Hire Date – Can be a specific date, or between two dates
- Active – true or false
- City
- Job Role
- Job Title
- State
- Country
- Company
- Cost Center
- Division
- Department
- Job Code
- Supervisor
- Supervisor Status
Helpful tip: Team rules will run overnight, each night. Unlimited rules can be added to a team, and each team will only display the rules set up for that team in the rule list.
Helpful tip: When naming a rule, we suggest giving the rule a specific title based on the selected learner attributes to help easily distinguish multiple rules.