Configure a Competency Rank rule

1. On the Organization Alert Rules page, select the organization for which you want to create a notification alert, click the arrow icon beside the Rule drop-down list box, and then select the Competency Rank option.

   The window refreshes to show the Competency Rank rule form.

   

2. Complete the information areas common to all Notification Alert rule types, as described in Configure settings common to all Notification Alert rules.

3. In the Rule area, set the criteria to trigger the notification alert by doing the following:

   • To select the competency (for example, Sales 1 Competency) for which you want the alert rule to be triggered, click the arrow icon beside the competency box

   • To specify whether a competency rank is below the rank set for a competency assignment, click rank in the competencies assignment.

   • To specify whether the competency is below a certain rank, click <x> rank, and then click the arrow icon beside the drop-down list box, and select one of the competency rank options (for example, Excellent).

   • To specify how often to send the notification alert, type the number of attempts beside the Send alerts no more than once every box, click the arrow icon in the adjacent box, and then select the Days option.

   Lesson reassignment frequency is set in Enterprise Management. See the Workforce Optimization System Administration Guide

   You should not configure the system to send more than one notification a day.

4. To specify the lessons for which this notification alert should be triggered, check the box beside the area header Action: Assign Lesson and then configure the following options as required:

   1. In the To Whom area, select the appropriate Notification Alert address option(s):

      If you want the Assign Lesson alert sent to:	Then select the...
      Employees in the organization that meet the alert rule	Employees check box.
      Other individual users in the system using their logon name	Additional users by login names check box and type the user logon names (separated by a semicolon).
      Users in the organization that meet the alert rule and are assigned the role that you select	Additional users by role check box, and then click beside the list box and select a role, such as Administrator or Manager. This option includes all employees that are: Assigned to the selected role. Belong to the organization where the rule is created or parent organizations to which the selected role belongs.

   2. In the Lesson Details area, click the arrow icon beside the Lesson box and, from the list, select the lesson that you want assigned when the alert rule is triggered.

   3. In the Assignment Details area, do the following:

      • Check the Due date in <x> days box, and type the number of days in which the competency achievement is due.

      • Click the arrow icon beside the Priority box and select the Low, Medium or High priority delivery option.

5. To specify the competency lessons for which this notification alert should be triggered, check the box beside the area header Action: Assign all Lessons mapped to the Competency in the Alert Rule, and then configure the following options as required:

   • In the To Whom area, select the appropriate Notification Alert address option(s):

     If you want the alert sent to:	Then select the...
     Employees in the organization that meet the alert rule	Employees check box.
     Other individual users in the system using their logon name	Additional users by login names check box and type the user logon names (separated by a semicolon).
     Users in the organization that meet the alert rule and are assigned the role that you select	Additional users by role check box, and then click beside the list box and select a role, such as Administrator or Manager. This option includes all employees that are: Assigned to the selected role. Belong to the organization where the rule is created or parent organizations to which the selected role belongs.

   • In the Assignment Details area, do the following:

     1. Check the Due date in <x> days box, and type the number of days in which the competency achievement is due.

     2. Click the arrow icon beside the Priority box, and then select the Low, Medium or High priority delivery option.

6. Click Save.

   Notification alerts are sent regarding the Competency Rank rule as per your specifications.

   If a lesson has not been made available to an individual that you specify under the To Whom heading (for example, Additional Users by Login Names) in both the Action: Assign all Lessons mapped to the Competency in the Alert Rule and Action: Assign Lesson areas, the lesson is not assigned to the individual, even if the notification alert is triggered. To ensure that lessons are assigned to specified individuals, make those lessons available to them. For details, see Make lessons and lesson blocks available to organizations.