Automation Triggers
Create an if-this-then-that rule to assign training or send a reminder when a source, learner, or deadline changes.
4 of 5 rules are active. Click a row to see what it last did.
| Trigger | Source | What it produces | Who it targets | Chase policy | Status | Last fired |
|---|---|---|---|---|---|---|
| New or amended product | Product change | Delta module and a five question check | Every coordinator selling that product | Chase after 72 hours | Active | Oct 28, 2026 · 12 days ago |
| Commission or rule change | Rule change | Supervisor brief first, then the coordinator field pack | Supervisors first, then coordinators in their offices | Chase after 48 hours | Active | Nov 7, 2026 · 2 days ago |
| New coordinator onboarded | Manual | The full new coordinator track, six modules | The coordinator and her supervisor | Chase after 5 days | Active | Nov 5, 2026 · 4 days ago |
| Licence expiring within 90 days | Regulation | Renewal reminder and a short refresher check | The agent and her supervisor | Chase after 14 days | Active | Nov 3, 2026 · 6 days ago |
| Annual market conduct refresher | Regulation | One module and a check | All coordinators | Chase after 7 days | Paused | Never fired |
Rules automate the delivery of training materials. If a pack remains unopened, the system can trigger a follow-up notification to the supervisor. If the pack is still unopened after the waiting period, the rule sends it again and tells the named person that the cascade has not moved. Where the system cannot tell whether the material was read, it says so rather than counting it as done.