Conditions/Business Rules Procedure
When you set conditions rules, users will automatically be added and/or removed from cohorts based on your rules.
Prior to version 3.5, the only condition that was available was based on the user's profile. When you defined a user profile condition, users had to meet ALL of the conditions or ANY condition that you set in the cohort. For example, an administrator could set the following rule:
- Example 1: The user must be in the Anaesthetics department OR Cardiology department
- Example 2: The user must be in the Anaesthetics department AND a Nurse
While these rules covered many use cases, an administrator could not set condition sets as per the following
- Example 3: The user must be in the Anaesthetics department OR Cardiology department AND a Nurse
New in 3.5: Condition Sets
Starting in version 3.5, Dual Code added a "Condition Set" option. This option allows an administrator to add condition sets and combine AND/OR business rules within a single cohort as per example #3.When the learning environment is integrated to an OSS/BSS system such as an HRIS or Active Directory, cohorts are automatically created and users are automatically assigned to them based on your organizational hierarchy. That being said, you can still create cohorts by hand and/or add users to cohorts.
Aside from the OSS/BSS automation described above, there are 3 ways to add users to cohorts:
- By definition conditions / business rules
- By manually adding the users
- By uploading a CSV list of users
This article will cover all 3 methods.
Step-by-step Guide
Conditions/Business Rules Procedure
When you set conditions or business rules, users will automatically be added and/or removed from cohorts based on your rules.
To set or modify the assignment conditions for a cohort:
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