Create Learning Rules

27 steps

Workday

Create and Manage Learning Equivalency Rules

**This guide will show Learning Partners how to configure course content, lessons, and expiration rules in Workday**. This allows for the customization of learning paths, ensures compliance, and automates content access.

Title slide for Workday Training with subtitle Create Learning Rules in Workday.

Navigate to your [Workday homepage](https://wd12.myworkday.com/williammary/d/home.htmld) and type "Create Learning Equivalency Rule", then press "Enter".

Workday homepage with the search bar outlined.

Click the "Create Learning Equivalency Rule" task.

Workday search results page with the Create Learning Equivalency Rule task outlined.

If you are linking two specific courses, select the "Singular Equivalency Rule" radio button and then choose the "Source" course from the series of dropdown menus or by typing in the name of the course.

Learning Equivalency Rule window with the Singular Learning Equivalency button selected and a course title populated in the Source field.

Input the "Target" course by searching with the dropdown menus or typing in the name of the course.

Learning Equivalency Rule window with the Singular Learning Equivalency button selected and a course title populated in the Source and Target fields.

Select the "Two-Way" equivalency rule checkbox if the courses are equal to each other. If the content in the "Target" field is NOT equivalent to the content in the "Source" field, leave the box clear. For example, if the target content is a more current compliance course that must be taken every two years, but it is not necessary for learners to retake the course before the two-year expiration date, you can leave the checkbox open.

Learning Equivalency Rule window with the Two-Way checkbox outlined.

Select the date you want this rule to become effective. If applicable, also fill in the date the rule will expire.

Learning Equivalency Rule window with the Effective from Date field outlined.

Select the "Display Equivalency Records on Learning History" checkbox if you would like to display the records for all course equivalent learning history relevant to this equivalency rule. The learning history will show a "Record Type" of "Equivalent Record".

Learning Equivalency Rule window with the Display Equivalency Records on Learning History checkbox outlined.

Select the "Display Equivalency Options on Course" checkbox if you would like to include the "Equivalency Options" section on the course pages relevant to this rule. For instance, since this is a two-way rule, if a learner views the course page for either course, there will be a section noting that the courses are equivalent to each other.

Learning Equivalency Rule with the Display Equivalency Options on Course checkbox outlined.

Review the fields and click "Submit" to create the rule.

Learning Equivalency Rule with an outline around the Submit button.

Create Group Equivalency Rule

If you would like to designate multiple courses as interchangeable, select the "Group Equivalency Rule" radio button and then populate the content field with the learnings that will be equivalent to each other by typing in the name of the content or locating them through the dropdown menus. There is no one-way option for Group Equivalency Rules because the basis of this rule is that all listed content are equivalent to each other. Follow the remaining steps as listed in the "Create Singular Equivalency Rule" instructions.

Learning Equivalency Rule window with the Group Learning Equivalency Rule button selected and course titles populated in the Content field.

Edit Learning Equivalency Rule

Search for and select the "Manage Learning Equivalency Rules" report.

Search results page with an outline around the Manage Learning Equivalency Rules task.

Equivalency rules are sorted by Singular and Group rules. Click on the tab relevant to the rule you want to edit. Locate the rule you want to manage and click "Edit"

Learning Equivalency Rules page showing the Singular Equivalency Rules tab with the Edit button on a selected rule outlined.

Make the desired changes to the equivalency rule.

Edit Learning Equivalency Rule page for a chosen equivalency rule.

You cannot delete an equivalency rule, you can only mark it inactive. It is good practice to note what changes you made and the reason for them, in case there are questions in the future, and document that in the "Enter Your Comment" box.

Edit Learning Equivalency Rule page with the Inactive field outlined.

Review your edits and click "Submit" to apply the changes.

Edit Learning Equivalency Rule page with the Submit button outlined.

Create Learning Prerequisite Rule

Search for and select the "Create Learning Prerequisite Rule" task.

Click the "Target Content" field and locate the course you want to add a prerequisite to by typing in the name or searching through the dropdown menus.

Create Learning Prerequisite Rule window with Target Content field outlined.

Select the "Qualifier" that will create the prerequisite.

Create Learning Prerequisite Rule window with the Qualifier dropdown menu displayed.

Click the "Add" button to create the field where you will populate the prerequisite content.

Create Learning Prerequisite Rule window with the Add button in the Rules grid outlined.

Select the "Prerequisite Content" by typing in the name or locating through the dropdown menus.

Create Learning Prerequisite Rule window with a content title populated in a row on the Rules grid.

Click "OK" to create the new "Prerequisite Rule".

Create Learning Prerequisite Rule window with the Submit button outlined.

Edit Learning Prerequsite Rule

Search for and select the "Manage Learning Prerequisite Rule" report.

Search bar results with an outline around the Manage Learning Prerequisite Rules task.

Find the rule you want to manage and click "Edit".

Manage Learning Prerequisite Rules page with the Edit button outlined on a selected rule.

You cannot delete a prerequisite rule, but you can mark it "Inactive". Make any additional edits as needed.

Edit page for a learning prerequisite rule with the Inactive field outlined.

Review your edits and click "OK" to confirm your changes.

Edit page for a learning prerequisite rule with the OK button outlined.

Contact [askHR@wm.edu](mailto:askHR@wm.edu) for questions or corrections.