Create Learning Enrollment Rules

To create a new learning enrollment rule:

1. Go to Learning Setup > Learning Enrollment Rules.
2. Click the new rule icon (), and then enter a name and, optionally, a reference code for the rule.
3. Specify whether you want to enroll users based on groups or branches. Then, specify whether you want to enroll them in courses or learning plans.
4. Click Create and Edit.
5. In the side panel of the Assigned Resources tab, click Groups or Branches, depending on your enrollment selections, and then click Assign Resources.
6. Select the checkbox next to each group or branch that you want to enroll, and then click Assign.
7. Click Courses or Learning Plans in the side panel, depending on your enrollment selections, and then click Assign Resources.
8. Select the checkbox next to each course or learning plan that you want to enroll learners in, and then click Assign.

After you configure an enrollment rule, it’s shown in the Rules tab of Learning Setup > Learning Enrollment Rules. The rule is set to active by default, but you can set it to inactive by clicking the checkmark in the Status column.