---
title: Add and manage rules to learning
description: After publishing the learning, authors can add rules to automatically assign or unassign learning.
---

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# Add and manage rules to learning

After publishing the learning, authors can [add rules](https://help.engagedly.com/add-and-manage-rules-to-learning#add-rule) to automatically assign or unassign learnings and [manage them](https://help.engagedly.com/add-and-manage-rules-to-learning#manage-rule) if required.

The smart assignments automatically assign or unassign learning based on employee details or profile updates in the organization, ensuring employees receive relevant courses, aligned with their current role, department, location, or job title.

***Note:*** *Employees with learning assign permissions or admins must configure the automation workflow before adding rules to the learning.*

| For Engagedly V1, navigate to **Learning** from the top. ![NavigationV1-4](https://help.engagedly.com/hs-fs/hubfs/NavigationV1-4.jpg?width=688&height=313&name=NavigationV1-4.jpg) | For Engagedly V2, navigate to **Apps** on the left pane and select **Learning**. ![NavigationV2-4](https://help.engagedly.com/hs-fs/hubfs/NavigationV2-4.jpg?width=688&height=313&name=NavigationV2-4.jpg) |
| --- | --- |

### **Add rule**

You can add rules to a learning to automatically assign or unassign it.

1. At the top right, click **Manage Resources**.
2. Click **Authored by you** and select a course.
3. In the *Info* tab, click **Add Rule** in the *Smart Assignments* field.

![Add and manage rules to learning1](https://help.engagedly.com/hs-fs/hubfs/Add%20and%20manage%20rules%20to%20learning1.jpg?width=688&height=326&name=Add%20and%20manage%20rules%20to%20learning1.jpg)

  4.   Select the action as required: **Assign the course** or **Unassign the course**.

- If you select **Assign the course:** 
    - Toggle the **Mandatory** button to make the course mandatory.
    - Toggle the button to set a due date and specify the number of days.
- If you select **Unassign the course:** 
    - Enable **Do not unassign the course if the status is completed** (optional).

  5.   Select a trigger point to initiate the assignment.

The following trigger types are available based on employee details or profile updates in the organization:

- User added: Assigns or unassigns the course when a new user is added to the system.
- User updated: Assigns or unassigns the course when user details, such as role, job title, and location are updated.
- User added or updated: Assigns or unassigns the course when a new user is added or their profile is updated.
- User’s department changes: Assigns or unassigns the course when a user’s department changes.
- User’s business unit changes: Assigns or unassigns the course when a user’s business unit changes.
- User’s location changes: Assigns or unassigns the course when a user’s location changes.
- User’s job title changes: Assigns or unassigns the course when a user’s job title changes.

  6.   Specify data in the *From* and *To* fields to track the changes in the user’s department, business unit, location, or job title based on your selection.

***Note:*** *Skip this step if you select the trigger type: user added, updated, or both.*

  7.   Click **+ Add Condition** to set a condition and select the appropriate operator for triggering the automation.

You can add multiple conditions within a rule, including job titles, departments, business units, locations, employee levels, and custom fields as required.

   8.   Toggle the button to **All** or **Any** to automate the workflow when these conditions are satisfied.

When you select

- **All:** The trigger should satisfy all the specified conditions.
- **Any:** The trigger should satisfy any of those conditions.

***Note:*** *This option is available only when you add more than one condition.*

  9.   Click **Save Rule**.

![Add and manage rules to learning2](https://help.engagedly.com/hs-fs/hubfs/Add%20and%20manage%20rules%20to%20learning2.png?width=688&height=343&name=Add%20and%20manage%20rules%20to%20learning2.png)

You can add multiple rules to a learning. The rule applies if any of the conditions are met.

### **Manage rule**

After adding rules, you can edit, delete, or add new rules at any time.

  3.   Follow steps [1](https://help.engagedly.com/add-and-manage-rules-to-learning#one) and [2](https://help.engagedly.com/add-and-manage-rules-to-learning#two).

  4.   In the *Info* tab, click **rules** in the *Smart Assignments* field.

   5.   Click the **Pen ![Pen-1](https://help.engagedly.com/hs-fs/hubfs/Pen-1.png?width=20&height=20&name=Pen-1.png)** or **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png) Icon** to edit or delete a rule, or click **Add Rule** to add a new rule.

![Add and manage rules to learning3](https://help.engagedly.com/hs-fs/hubfs/Add%20and%20manage%20rules%20to%20learning3.jpg?width=688&height=327&name=Add%20and%20manage%20rules%20to%20learning3.jpg)

 

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