1. Intelligent Agents send an automated email when login requirements are not met. The first step is to go to your course and click Management.

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2. Click Edit Course

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3. Click Intelligent Agents.

In this example the Course Administration page is sorted by Name.  If your page is sorted by Category, you will find it under the Communications category.

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4. Once in the tool, click New Agent.

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5. Click Agent Name.

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6. Type in a descriptive name for this Agent.

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7. If you want to use categories, you can choose an existing category or click Add Category to create a new one.  

Categories are OPTIONAL.

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8. You MUST click the box next to Agent is enabled in order for the intelligent agent to run.

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9. The next step is to schedule how often this agent will run.

Under "Scheduling," select the Frequency with which the agent should be activated.  In this example, click Weekly, meaning that once a week, the agent will run if the criteria are met.

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10. Under "Criteria," determine the criteria the agent looks for. Select whether the agent will look at All users visible in the Classlist or Users with specific roles.

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11. All users visible in Classlist means that every user in the classlist will receive the email. This includes Content Assistants, Grading Assistants, etc.

Users with specific roles lets you choose just Students.

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12. Click Users with specific roles:

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13. Click Student

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14. Click Login Activity if the agent should look for user logins within a certain time frame. This is login to the OAKS system NOT your specific class.

You will then type in the number of days in question based on whether they HAVE or HAVE NOT logged in

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15. Click Course Activity if the agent should look for user access to the the specific course within a certain time frame. This is for your specific course that you are creating the Intelligent Agent in.

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16. For this tutorial, click Course Activity checkbox.

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17. Enter the number of days.  In this example the number of days the student has NOT accessed the course.

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18. The next section is to determine what Action will be taken if the criteria are met.

Under Actions, indicate whether the agent should take action the first time the criteria are met or every time the criteria are met.

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19. If you're not sure which to choose, click on What Action Repetition setting should I use? for more information.

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20. Click Take action every time the agent is evaluated a...

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21. Click Send an email when the criteria are satisfied if users should receive an email if their actions satisfy the criteria.

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22. When sending Intelligent Agent emails you will need to use OAKS Replacement Strings in the TO area and possibly in the body of the email.

To remind yourself what Replacement Strings you can use click on What special email addresses can I use?

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23. Review different Replacement Strings that can be used. Click OK to return to email template.

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24. In the To: box, you will want to type in {InitiatingUser}.  This will substitute the CofC email address for any student that meets the criteria set above.

You may wish to type in your email address in the BCC so that you get a copy as well.

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25. Click Subject:

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26. Enter a Subject (required).  Type in Concerns about you OAKS Logins.

You can also use Replacement Strings in the Subject and Body.  Click on What replace strings can I use in the subject and message? to learn more.

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27. Enter text within the "Message" field and attach files as needed. Replacement Strings can be used here as well.

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28. In the example you will see {FirstName} used.  This will add the users First Name from the OAKS Classlist into the email to personalize it.

When finished, click Save and Close.

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Interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **