Defining advanced rules for activity equivalents

You can define advanced rules for equivalent activity for specified distribution groups or individual resources. You must have one or more of the required equivalents already defined in order to create advanced rules. Recommended equivalents cannot be used in advanced rules.

  1. Select Learning and Development > Catalog > Activities And Sessions.
  2. On the Activities panel, open the activity to update.
  3. Select the Equivalents tab.
  4. Click Create on the Advanced Rules panel.
  5. Specify Rule ID. Rule ID is relevant if you need certain rules to take precedence over other rules with lower Rule ID.
  6. Configure advanced condition.
    Condition Description
    true All added equivalent activities must be completed as an equivalent activity for the selected employee or group of employees.
    false None of the specified equivalent activities from the Equivalents table can be used as equivalents for the selected employee or group of employees.
    Activity Label The activity label is located in the Equivalents table for each activity record.
    and Use the and operator to combine multiple equivalent activities as one requirement.

    Example: A and B and C where A, B, and C are activity labels in the Equivalents table.
    or Use the or operator when one of the specified equivalents ot a group of equivalents must be completed as an equivalent activity for the selected employee or group of employees.

    Example: A or B or C where A, B, and C are activity labels in the Prerequisites table.
    not

    !

    		 Use the not operator when you want to exclude an activity from the rule.

    Example: Use not A or !A if the employees must complete any other activity except A. This is useful when there are a lot of equivalent activities and you want exclude just a small number.
    Multiple operators You can create rules using multile logic operators for more complex situations.

    Example: Use A or(B and C) if completing the activity A or both activites B and C will count as an equivalent to the original activity.
  7. Specify Employee Group or Employment ID. You can select either a group of employees or an individual employee to whom the rule will apply. You cannot select both.
  8. Click Save.