TalentLMS lets you automate course assignment and user management by using Automations, a series of specific actions which are triggered by specific events according to your specified parameters.
For example, you can use an automation to:
- Assign a course a few days after users have completed another course.
- Assign a new course to users whose certification for another course has expired.
- Deactivate users that have not logged in for a certain amount of time.
Note: Automations are available with all the Plus and Premium plans. |
To create your first automation, follow these steps:
1. Sign in to your TalentLMS account as Administrator and go to Home > Events engine.
2. On the Notifications/Automations switch, click Automations (1).
3. Click Add your first automation (2).
4. In the Name (3) field, type a name for your automation.
5. From the Automation (4) drop-down list, choose one 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 Z
- On any course completion, call URL Z
- On course X completion, give Z points
- On level X reached, assign course(s) Y
- 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
- Deactivate a user if Z hours have passed since signup and the user has not made a purchase
- Z hours after user signup, assign course(s) Y
- Z hours after course X completion, deactivate user Y
6. Depending on the automation you've selected, add a value for the required X, Y, and Z parameters (e.g., Z hours, course X, and course Y).
7. Click Add automation to save your changes.
Note: Automations "Z hours after course X assignment, assign course(s) Y" and "On course X completion, assign course(s) Y" can limit the action to users of a specific group or branch using the filter option. Other automations do not support the filter option. |