Automatic Enrollment Rules

The Automatic Enrollment feature allows for Users to be enrolled into a Course by the system, based on rules configured at the Course level. This article reviews the process of building an Automatic Enrollment Rule and the logic used by these rules.

For more information about configuring Courses, review the following article:

• An Overview of Course Settings

Automatic Enrollment Rules Advisory

• Only those who meet the rule criteria will be automatically enrolled in the specific Course by the LMS.
  • Learners can still become enrolled via alternative administrative actions even if Automatic Enrollment Rules are configured. Such as a System Admin manually enrolling a Learner into the Course.
• Automatic Enrollment Rules impact existing and new Users, leading to Automatic Enrollments for those who meet the rule criteria.

Configuring Automatic Enrollment Rules

Automatic Enrollment Rules are configured on the Edit/Add Course page under the Enrollment Rules section. Here, alongside Self Enrollment Rules, the Automatic Enrollment Rules can be configured.

Follow these steps to add Automatic Enrollment Rules:

1. Access the Administrator Experience as an Admin with permission to Edit or create Courses.
2. Open the Courses menu from the left-hand side and click Courses.
   
3. Add or Edit a Course from the Courses page.
   
4. Navigate to the Enrollment Rules section of the Add/Edit Course page.
   
5. Select if you want to your Automatic Enrollment Rules to be Specific, or to target All Learners.
   
6. Publish or Quick Publish the Course once all changes are complete.
   

Enrollment Rule Logic

Enrollment Rules establish who may enroll into a Course and the method they may use to perform this Enrollment. When using the Specific option for an Enrollment Rule, you may apply additional logic to the rule so that only exact Users receive an Enrollment. Such as in this example:

For more information about configuring Enrollment Rules, review the following article:

• Creating Enrollment Rules

Automatic Unenrollment

The Automatic Unenrollment feature allows Administrators to unenroll Users who were enrolled through a specific Automatic Enrollment Rule but who no longer match the criteria.

• Unenrollments are triggered when an Enrollment Rule is changed and the Course is published or when User information changes.
• Keeps Enrollments aligned with current rule definitions and User details.

When considering Automatic Unenrollment, keep in mind the following:

• Applies only to Enrollments created by Automatic Enrollment Rules.
• Only Users who have not yet started the Course will be unenrolled.
• Requires the Automatic Unenrollment Client Setting to be enabled. This action is performed by your CSM or an SkillSync Support Representative.

Configuring Automatic Unenrollment

Once the Client Setting is enabled by your SkillSync Support Representative, a toggle for Automatic Unenrollment is available at the Course level.

Follow these steps to add Automatic Unenrollment to a Course:

1. Navigate to the Enrollment Rules section of the Add/Edit Course page.
2. Set the Enrollment Rule type to Specific.
3. Select the Enable Automatic Unenrollment toggle.
   
   
   
4. Publish or Quick Publish the Course once all changes are complete.

Once Enable Automatic Unenrollment has been set to ON and the Course has been Published, the system evaluates all Enrollment Rules whenever:

• An Enrollment Rule changes.
• A User’s information changes.

Bulk Edit for Automatic Unenrollment

Automatic Unenrollment can also be enabled using Bulk Edit.

• Available when editing multiple Courses.
• Applies only to Courses with a Specific Automatic Enrollment Rule.
• If a Course does not have a Specific rule, the setting will be ignored.