Learning Automation

Entity summary

Name	data_object	Description
Audiences	audiences	Dynamic learner segments defined by attributes like department, location, and role, used by auto-enrollment and notification rules.
Automated Enrollment Rules	automated_enrollment_rules	Rule-engine entries that auto-enroll learners into courses or paths based on audience membership and lifecycle events.
Escalation Rules	escalation_rules	Policies that escalate overdue training through manager, skip-level, HR partner, or compliance officer.
Learner Notifications	learner_notifications	Log of notifications sent to learners: reminders, nudges, completions, and escalations.
Manager Nudges	manager_nudges	Reminders sent to a manager when one of their direct reports has overdue or upcoming training.
Notification Templates	notification_templates	Reusable email, in-app, and chat templates with merge fields, used by automation rules and manager reminders.
Reminder Schedules	reminder_schedules	Configured nudge cadences that drive automated reminders to learners and managers.
Certifications	learner_certifications	Credentials issued to a worker (internal, vendor, or regulatory), with issue date, expiry, issuing body, and renewal rules. Drives recertification campaigns.
Compliance Training Assignments	compliance_assignments	Mandatory training assignments tied to a regulation, role, location, or hire event, with due dates and escalation policy.
Courses	courses	Learning units such as e-learning modules, videos, live sessions, or blended programs, with format, duration, and prerequisites.
Employees	employees	Canonical records of people currently or formerly employed, carrying identity, employment metadata, and links to position, manager, and org unit.
Users	users	Platform users referenced as assignees, authors, approvers, and creators across records.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  audiences["Audiences"]
  automated_enrollment_rules["Automated Enrollment Rules"]
  learner_notifications["Learner Notifications"]
  notification_templates["Notification Templates"]
  manager_nudges["Manager Nudges"]
  escalation_rules["Escalation Rules"]
  users["Users"]
  employees["Employees"]
  courses["Courses"]
  compliance_assignments["Compliance Training Assignments"]
  learner_certifications["Certifications"]
  reminder_schedules["Reminder Schedules"]
  users -->|"owns"| courses
  audiences -->|"targeted_by"| automated_enrollment_rules
  automated_enrollment_rules -->|"creates"| compliance_assignments
  notification_templates -->|"renders"| learner_notifications
  compliance_assignments -->|"escalates_via"| manager_nudges
  escalation_rules -->|"produces"| manager_nudges
  users -->|"notified_via"| learner_notifications
  users -->|"nudges"| manager_nudges
  users -->|"member_of"| audiences
  employees -->|"is_linked_to"| users
  courses -->|"fulfills"| compliance_assignments
  courses -->|"grants"| learner_certifications
  users -->|"authors"| courses
  users -->|"must complete"| compliance_assignments
  users -->|"owns"| compliance_assignments
  users -->|"holds"| learner_certifications
  employees -->|"reflected on"| compliance_assignments
  class audiences master;
  class automated_enrollment_rules master;
  class learner_notifications master;
  class notification_templates master;
  class manager_nudges master;
  class escalation_rules master;
  class users consumer;
  class employees embedded_master;
  class courses embedded_master;
  class compliance_assignments embedded_master;
  class learner_certifications embedded_master;
  class reminder_schedules master;
  style reminder_schedules stroke-dasharray:5 5;