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Edit and manage an automation

Edit a completion plan and pause or resume an automation.

Manage a completion automation in Go1 Learn to change how Morgan by Go1™ follows up on an assignment. You can edit the plan and pause or resume activity.

Before you begin

You must be a portal admin to manage an automation. Any portal admin can manage any automation on the portal, including one created by another admin.

Morgan must be installed in your organization's Microsoft Teams or Slack environment.

Review the automation

  1. Open the automation in Go1 Learn.

  2. Review Overview for assignment completion progress.

  3. Review Activity for the automation's activity.

  4. Open Plan to review the completion target and manager escalation settings.

Reviewing progress and activity can help you decide whether to change the plan.

Edit the plan

  1. Open the automation and review its Plan.

  2. Edit the plan settings you want to change.

  3. Review the updated plan and save your changes.

The plan includes:

  • Completion target: The percentage of assigned learners you want to complete the assignment. The default is 100%.

  • Manager escalations: Whether Morgan can send escalation messages to managers.

  • How to send escalation messages: Whether Morgan sends them automatically or asks a portal admin to approve them first.

Learner nudges are generated and sent automatically by Morgan. Frequency is adjusted based on assignment progress, the completion target and the due date.

Pause or resume an automation

Pause an automation when you need to temporarily pause its activity. Resume it when you are ready for Morgan to continue.

  1. Open the automation you want to manage.

  2. Use the option to pause or resume it.

  3. Review its status after making the change.

Morgan by Go1 is a trademark of Go1 Pty Ltd.

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