Officers and admins can seamlessly attach completion rules to to-do items within checklists, ensuring users fulfill tasks and assignments as they navigate through their tracksCompletion Rules allow you to define the specific actions users must complete within CampusGroups for an Item to be automatically marked as completed. This feature not only streamlines the checklist process but also encourages active engagement within the CampusGroups platform by automatically marking items complete based on predefined criteria set by administrators or officers, fostering a more efficient and engaging user experience.
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After creating your checklist and adding items, for this example, we are making sure users are not allowed to check off this item themselves
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Uncheck allow user to check (not allowing them to check off the item) and uncheck optional (making the item mandatory)
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Click completion rule
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Select the completion action from the drop-down list then select the category that determines ho you will track their criteria completion.
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For example, this completion rule below is built out to say that completion happens when a user registers to an event, where the event has either the conference, training, or workshop event tags, and the user needs to has done this at least 1 time in order for the item to be marked as complete.
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Click Save
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The next example below shows that completion happens when a user not only registered to an event, but they were also checked-in and checked-out of the event, where the event had either the lecture, career workshop, or job/volunteer opportunities as the event type; the user needs to do this at least 3 times and there are specific date parameters of when this must take place; click Save
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Here we have an example that completion happens when a user becomes a group officer where the group type is a student organization; click Save
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The following is an example that completion happens when a user sends an email at least 10 times between a date range; click Save
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. Follow these steps to set up Completion Rules.
Make sure Allow user to check is not checked off
Click on Completion Rule
In the A User section, select the task that the user must complete in order for the Item to automatically be checked off
In this example, the item will automatically check off when a user registers and checks in to 3 events that have the Training, workshop or Online Webinar event type
Click Save
Please contact support@campusgroups.com with any questions.