Affinity Learning Inc.
  • 👋Hey, it's Affinity!
  • Overview
    • 💡What we do
    • ✨Our Features
  • Product Guides
    • 🧑‍🤝‍🧑Types of Roles
      • External Admin
      • Internal Admin
      • Learner
      • Manager
    • 🔐Authenticating
      • 🔐Mandatory SSO Configuration
      • 🔐Okta Integration
        • Custom Okta Fields
      • Domain Restrictions
    • 📩Invites
      • Accept an Invite
      • Invite an Admin
      • Invite a Learner
    • 🏠Internal Organizations
      • Create an Internal Organization
      • Admin User Management
      • Learner Management
        • Invites
        • Removing
        • Merging
        • Leaves of Absence
        • Email Communications
        • Trainings
          • Nudges
          • Override Status
          • Override Due Date
          • Requirement Override
          • Add Notes
          • Bulk Management
          • Individual Bulk Training Management
      • Training Management
        • Assign a Training
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        • Previewing a Training
        • Filtering Trainings
        • Reporting
        • Manage Trainings in Bulk
        • Training Quick Edits
        • Set Due Date
        • Required vs Optional
        • Open Course Catalog
        • Supporting Documents
        • Nudge
        • Via Sponsor
      • Dashboard
      • Reporting
      • Billing
      • Sponsor Onboarding
      • Slack Integration
      • Rules & Schedules
        • Nudge Schedules
        • Recurring Schedules
          • Advanced - Campaigns and Recurring Schedules
      • Notification Settings
      • Downloading PDFs
    • 🏛️External Organizations
      • Dashboard
      • Portfolio Management
        • Inviting Organizations
        • Performance
        • Reports
        • Details
      • Learner Details
      • Admin Management
      • Training Management
        • Assigning Training
        • Edit a Training
        • Reporting
        • Previewing a Training
        • Supporting Documents
      • Campaigns - External
        • Creating and Managing
      • Reporting Partners
      • Scheduled Reports
    • 📚LMS - Authoring
      • LMS Dashboard
      • Deleting a Training
      • Share/Review Links
      • Version Control
      • Structure of a Course
        • Section Management
          • Section Settings
        • Page Management
          • Page Settings
        • Name, Description, & Logo
      • Customizing Content
        • Custom Targeting
        • Custom Templating
        • Duplicating and Customizing Affinity Trainings
        • Theming
        • Design Settings
      • Grading & Tracking Settings
        • Question Response Data
      • Previewing and Publishing
      • Training Library Catalog
      • Editor Overview
        • Knowledge Based Questions
        • Section and Page Reordering
        • Media
        • Interactive Features
        • Tables
        • Column Layouts
      • Use Cases
        • Policy Attestation Example
      • Restricted Authors of Course
    • 📖Campaigns
      • Campaign Page
      • Campaign Detail Page
      • Create a Campaign
      • Create a Program
      • Program - Activate
      • Program - Learner Management
      • Program - Training Management
      • Program - Editing
      • Program - Delete
      • Campaign - Delete
      • Reporting
      • Advanced
      • Use with Recurring Schedules
    • 🖇️Reporting
      • By Training
      • By Portfolio
      • By Campaign and Program
      • Report Builder & Scheduler
        • Audit Events Report
    • 👩‍💻Learners
      • Dashboard
      • Assigned Trainings
      • Taking a Training
    • ⏰Notifications
    • 📆Nudges
    • 🥇Trainings
      • Previewing a Training
    • 📄Supporting Documents
      • Uploading Supporting Documents
      • Learner Experience
    • Cora - The 24/7 Virtual Compliance Officer
    • Risk Radar & Embedded Assessments
    • Belonging to Multiple Organizations
    • 👩‍💼Managers
    • In Person Trainings
    • Data Exports/Imports from other LMS
  • Fundamentals
    • 🛠️Quick Start Guides
    • New Learners Video Tutorial
    • Sponsored Fintechs Video Tutorial
    • New Orgs - Assigning Trainings
    • New Orgs - Creating Campaigns
  • Use Cases
    • 💳BNPL & BaaS Fintechs
    • 📊Growing Regulated Tech Company
    • 📈Revenue Driving & Sales
    • 🤹‍♂️People Operations
    • 📖Knowledge Management Platform
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On this page
  • Nudge Schedule
  • Recurring Schedules
  • Rules
  1. Product Guides
  2. Internal Organizations

Rules & Schedules

You can configure an assortment of rules and schedules within the Affinity platform which allows you to automate much of your workflows.

PreviousSlack IntegrationNextNudge Schedules

Last updated 8 months ago

Nudge Schedule

You can create a default Nudge Schedule for your organziation which will ensure that learners are reminded of trainings they need to complete.

Recurring Schedules

You can create a recurring schedule which allows you to automate your workflow of assigning trainings on yearly or other periodic basis. As well as useful workflow for assigning trainings to new hires.

Rules

We are phasing out the original Rules platform in favor of the more feature rich Recurring Schedules. If you have Rules currently they will continue to work.

🏠
✊Rules