AccuCampus - How do I set Action Items to autocomplete based on rules?

AccuCampus - How do I set Action Items to autocomplete based on rules?

INTRODUCTION

In AccuCampus, an Action Item can be automatically completed based on rules set up by the administrator rather than having to manually set the item as complete. This article describes the process of setting up a rule that tells an Action Item to autocomplete based on a student signing into a location. Following this guide, you'll learn the steps to apply so that you can recreate this rile and also these steps can be followed for other rule triggers to complete as well.

STEP-BY-STEP

NOTE: Only Administrators or User Roles with similar advanced permissions can perform these steps. If you believe you should have these permissions, talk to your account administrator. Click here to learn more about User Roles and Permissions in AccuCampus.

STEP 1: Create the Action Item

If you already have an existing Action Plan with Action Items that you can use skip this step and go to step 2. If not, follow these steps:
  1. From the AccuCampus main menu, on the left-side of the screen, click the Action Plan > Action Items option.
  2. Click the Create New button and type all necessary information. Use this screenshot example as a guide:
      

STEP 2: Assign the Action Item to Students

In order to test the process we'll need to assign the Action Item to a Student.  Follow these steps:
  1. Go to the Action Items list and search for the Action Item. Click the Assign button on the Action Item to get started.
     

  2. In the next screen, search for the student or students who should be assigned the Action Item. Once they are all selected then click the Save button. 
     

STEP 3: Pull the location ID

There is a numeric ID for all locations in AccuCampus. The Action Item will be completed when they visit this location so we need this ID number to create the rule later.  Follow these steps:
  1. Go to the Locations screen, and double click on the location name. Copy the ID that appears in the URL bar. Paste it into Notepad or somewhere handy for Step 4.
     

NOTE: If your rule trigger is not location-based, this step may be skipped or switched out for one more relevant to your rule. If you are unsure of the best rule process for your Action Item, consult your AccuCampus representative.

STEP 4: Create the Rule

Finally we'll need to create the rule that will autocomplete an Action Item on the assigned Student's Action Plan.  Follow these steps:
  1. Navigate to Advanced Options > Settings > Rules section of the AccuCampus main menu.

  2. Click the Create New button.

  3. Fill out all the basic information (Name and Description) as shown here in the first section.


  4. In the General Information section, choose the "When a user signs in using a multistep " Trigger as shown below. Add a Condition such as:
    1. First dropdown: "Internal ID"
    2. Second dropdown: "equals"
    3. Third text field: Then enter the ID value obtained in Step 3
       




  5. In the next section labeled “When Does it Occur?”, click the Add Action button and then select the "Set Action Plan's Assignments as Completed“ option in the list of options.

     
  6. Next. place the cursor in the Student field, click the "Insert Placeholder" link on the right-side menu, and then click on the "Internal ID" token found under the Attendance Log User heading.
  7. And in the Action Item dropdown search for the Action Item created in Step 1 and select it.

  8. Click the Save button on the Rules page to finalize this process.
     

CONCLUSION

Everything should now be in place to test the process.  To do so, use any "Multistep Kiosk" that is set to the Location named in the Rule created, and sign-in a Student assigned to this Action Item. When you go through this process the Action Item’s status should change to “Completed” after the sign-in occured.

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