Automatic scheduling rules
These rules automatically schedule forms to complete when the set criteria is met
[X] filter[s] applied
| Rule | Scheduled when | ||||
|---|---|---|---|---|---|
| [Form name] | Skill added rule | [Skill name] ([Skill code if set]) added to profile | [Surname], [First] ID: 123456 | [Skill name] ([Skill code if set]) [Worksite name] worksite skill |
|
| [Form name] | Skill added rule | [Skill name] ([Skill code if set]) with a level of '[Level]', '[Level]' or '[Level]' added to profile | Employee who attained the skill | [Skill name] ([Skill code if set]) [Worksite name] worksite appointment |
|
| [Form name] | Job title rule | [Job title name] added to profile | Employee who attained the job title | [Skill name] ([Skill code if set]) [Worksite name] communication |
|
| [Form name] | Skill added rule | [Skill name] ([Skill code if set]) with a level of '[Level]' added to profile | Not specified | Selected when completing the form |
|
| [Form name] | Job title rule | [Job title name] becomes valid on profile | Not specified | Selected when completing the form |
|
| [Form name] | Skill expiry rule | 60 days before [Skill name] ([Skill code if set]) expires | Not specified | Selected when completing the form |
|
| [Form name] | Skill expiry rule | [Skill name] ([Skill code if set]) expires | Employee who held the skill | [Skill name] ([Skill code if set]) [Worksite name] communication |
|
| [Form name] | Skill expiry rule | 1 day after [Skill name] ([Skill code if set]) with a level of '[Level]', '[Level]' or '[Level]' expires | Employee who held the skill | [Skill name] ([Skill code if set]) [Worksite name] communication |
|
| [Form name] | Skill level changed rule |
The level against
[Skill name] ([Skill code if set])
is changed to any of the below:
|
Employee who holds the skill | [Skill name] ([Skill code if set]) [Worksite name] communication |
|
| [Form name] | Recurring schedule rule |
Every [3] [month[s]], ends after 7 Mar, 2028 Next scheduled 7 Jun, 2026 |
Not specified | [Skill name] ([Skill code if set]) [Worksite name] communication |
|
| [Form name] | Recurring schedule rule |
Every [3] [month[s]], no end date Next scheduled 7 Jun, 2026 |
Not specified | No skill required |
|
| [Form name] | Recurring schedule rule | Every [3] [month[s]], ended 27 Feb, 2025 | Not specified | No skill required |
|
Change history
31 Mar, 2021
-
Rule deleted that scheduled [Form name] form when [Job title name] was added to an employee's profile
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when [Job title name] became valid
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when [Skill name] ([Skill code if set]) was added to an employee's profile
By [User's name] at 2:00pm -
Rule deleted that scheduled [Form name] form when [Skill name] ([Skill code if set]) with a level of '[Level]', '[Level]' or '[Level]' was added to an employee's profile
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when [Skill name] ([Skill code if set]) with a level of '[Level]' or '[Level]' was added to an employee's profile
By [User's name] at 2:00pm -
Rule deleted that scheduled [Form name] form 60 days before [Skill name] ([Skill code if set]) expired
By you at 2:00pm -
Rule deleted that scheduled [Form name] form 1 month after [Skill name] ([Skill code if set]) with a level of '[Level]' expired
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when [Skill name] ([Skill code if set]) expired
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when skill level for [Skill name] ([Skill code if set]) is changed to '[Level]', '[Level]' or '[Level]'
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when skill level for [Skill name] ([Skill code if set]) is changed to '[Level]' or '[Level]'
By you at 2:00pm -
Rule deleted that scheduled [Form name] form when skill level for [Skill name] ([Skill code if set]) is changed to '[Level]'
By you at 2:00pm -
Rule deleted that scheduled [Form name] form every [3] [month[s]]
By you at 2:00pm