How to Set Up & Manage Automation
With automated actions in ProProfs Training Maker, you can define the exact conditions and automate the assignment of modules based on them.
For example, you can assign a new module to a learner before the certification expiry of the previous one to ensure compliance. Or, you can automatically assign related courses to learners when you select one course.
By using automated actions, you can:
- Save time and effort by letting the system take charge of assigning modules to your learners.
- Provide a smooth and seamless learning experience for your learners by guiding them through a step-by-step process.
- Track the progress and performance of your learners by viewing the reports and analytics of the modules.
This article covers the following:
1. Creating an automated action
How to Create an Automated Action
1. Go to More > Automation on your ProProfs Training Maker dashboard.
2. Click Add Automation. A slider window will open.
3. In the Add Automation window,
- Add the automation name.
- Select the automation condition from the dropdown.
- After selecting the condition, you can configure it. Choose the trigger for your action, define the condition, when it will happen, and what will be done.
For this article, based on the chosen automation preference, we will enter the number of hours, select the first course, and check the course(s) to assign after the accomplishment of the first condition.
- In the last step, you can select the individual learners or groups to assign the first course.
Click Save at the bottom to activate automation.
Managing Automation
1. Go to More > Automation on your ProProfs Training Maker dashboard.
2. You can change the status of your automation, i.e., activate or deactivate it. You can also modify or delete automation from the Automation dashboard. Click the respective buttons to take the preferred action.
And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team.