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How to set up automatic assignments based on time frame in OBTI — Cloud Customer Connect
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How to set up automatic assignments based on time frame in OBTI

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Summary:

We have learning that needs to be completed every 6months, 12months(1yr) and 24 months(2yrs). Is there a way to either:

  1. Set up a OBTI to let us know when someone is getting ready to approach the renewal timeframe
  2. Set up a OBTI so the system automatically assigns them the learning when the expiration/renewal date hits.

Content (required):

We have equipment that involves eLearning and return demos that need to be performed within a certain time frame for renewal so they can use the equipment on patients.


Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

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