Considerations for setting up agents

When you create a new agent, you need to determine:

• The criteria the agent looks for. The agent can check user login activity, unit activity, and/or triggered release conditions. Be aware that intelligent agents evaluate the status of release conditions at the time that they run. A user that may have satisfied a release condition on a prior run, may no longer satisfy a release condition on a subsequent run, especially in the case of our 'NOT' conditions.
• How often the agent is scheduled to run and find users that meet its criteria. If you don't set a schedule then the agent must be manually triggered on the Agent List page.
• How often the agent takes action when a user satisfies the criteria. I.e. Will the agent send one email the first time the user triggers the agent, or send reminder emails to the user every time the agent runs?
• The action you want the agent to take when it finds a user that fits the criteria it is looking for. An agent could: send an email to the user, another user; or do nothing (choosing no action enables the agent to run and generate reports of who has satisfied the criteria during different runs of the agent).

Notes:

• • You must have the appropriate enrolment permissions in the current or destination units to create intelligent agents that change user enrolments.
  • File attachments and inserted images in emails cannot exceed the limit set for your institution for email attachments.