How do I set up automatic assignment of Action Items in AccuCampus?

How do I set up automatic assignment of action items based on tags in AccuCampus?

This article will explain how to set up rules that will cause Action Items to automatically assign to users based on Tags. Action Items can be automatically assigned based on Tags or through a user's actions. Tags can be assigned manually or through a Dynamic Group which is created based on items from a User Profile. To learn how to create a User Profile, see How do I create a new profile in AccuCampus? To learn how to create a Tag, see How do I create a user tag in AccuCampus? To learn how to assign a Tag to a user based on profile items, see How do I add a tag to a user based on Profile Items in AccuCampus?

1. Log into AccuCampus. From the Main Sidebar hover over Advanced Options category.




2. Click on Settings.




3. Click on Rules.




4. Click Create New.




5. Add a Name and Description for the rule. Be specific about what the rule will do in the description.




6. Set the Trigger to: “when a user is tagged.”




7a. Add Condition of "added tag."


7b. Choose "Is"



7c. Enter the name of the Tag that will trigger the rule.



8. Select Add Action.




9. Select Assign an action item.




10. A side display box will appear with a Token Helper. Place your cursor in the box next to Student. Select Internal ID under User from the Token Helper side menu to add the token. This token ensures that the action item is only assigned to a student who has the tag assigned to them.






11. Select the Action Item that will be assigned to the student.




12. If desired, add a note to be displayed along with the Action Item when it is assigned. Remember to make any notes general enough that they can apply to any student.




13. Click Save. The rule will now show that an action has been added.







19. Click Save again to save the rule.










    • Related Articles

    • Module 18 - Action Item Assignment Rules in AccuCampus

      Module 18: Action Item Assignment Rules in AccuCampus Topic: Rules (Assign an Action Item) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on user ...

    • Module 20 - Add or Remove Tags Rules in AccuCampus a

      Module 20: Add or Remove Tags Rules Topic: Rules (Add or Remove Tags) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on user actions within the ...

    • Module 19 - Auto Complete Action Item Rules in AccuCampus

      Module 19: Auto-Complete Action Item Rules in AccuCampus Topic: Rules (Auto-Complete Action Item) Parts of Rules Creating New Rules Rules Within AccuCampus, you are able to create rules that tell the system to complete tasks automatically based on ...

    • How do I set up rules in AccuCampus?

      This article explains how to create rules within AccuCampus. Rules are used to automatically trigger actions within the system. They can be used to send notifications, assign or auto-complete action items, add or remove tags, etc. 1. From the Main ...

    • 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 ...