Automation Rules
Reminders and actions that fire on their own.
Overview
Automation rules are data-driven: when a stage is reached or a condition is met, a rule sends a reminder or report. Rules are checked every 15 minutes, and each rule acts at most once per participant, engagement or invoice.
When to use automation rules
- You want automatic reminders.
Step by step
In the CPD Training module open Configuration in the green navigation bar, then choose Automation Rules under Automation.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “Rules are checked every 15 minutes. Each rule acts at most once per participant, engagement or invoice.”
- Columns: RULE, WHEN, ACTION, LAST RUN, ENABLED.
- Actions on the screen: New Rule.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.config.manage
- cpd.config.read