Use Intelligent Agents for Early Alerts

Intelligent Agents are tools that can be used to track certain student behaviors. You can use these agents to identify students who are not actively participating in the course, who have missed important assignments, or whose scores on quizzes or assignments are low. Once those students are identified, you can follow the Early Alert for Faculty Job Aid to submit an early alert form.

For other uses of Intelligent Agents, see D2L's Intelligent Agents Templates.docx.

Updating the the "From" and "Reply-To" Fields in Settings

  • To change the From and Reply-To fields in the email so that messages appear that they are sent by the instructor, and for student replies to be delivered to your inbox, go to the [Settings] link in the top right corner.

    Identifies Settings icon
  • Choose the [Set custom values for this course] option, then enter the email address you would like the emails to come from and the email address you'd like to use as the Reply-To addresses.

    Identifies option for custom values

Setting Up an Intelligent Agent

  1. Click on [Course Management] and choose [Course Admin].
  2. Click on the [Intelligent Agents] link.

    Identifies Intelligent Agents link
  3. Click on the [New Agent] button.

    Identifies New button
  4. Enter a name for your agent, and check the [Agent is enabled] checkbox.

    Indicates Name field and Identifies Agent is enabled box
  5. Choose the role you want to run the agent on; usually, this will be [Student].

    Indicates choosing Student Role
  6. The activity options are useful for setting up student inactivity alerts.

  7. You can also set release conditions that have to be met for the agent to be triggered. Examples include:
    • a student has scored less than 50% on a quiz.
    • a student has not completed an assignment.
    • a student who has not visited a specific content module.

  8. To set the release condition, click on the [Create and Attach] button (or [Attach Existing] if you already have release conditions created).

  9. Set the parameters of the release condition that will cause the agent to alert. In the following example, an alert will be created when a student has not submitted to an assignment folder.

    Identifies release condition parameters
  10. Change agent action to [Take action every time the agent is evaluated and the agent’s criteria are satisfied for a user].

    Shows screenshot of Intelligent Agent Actions
  11. Check the Use Schedule checkbox, then click the [Update Schedule] button.

    Screenshot of Intelligent Agent Schedule option
  12. Update the schedule to allow the agent to run once the assignment is overdue.

    Screenshot of Intelligent Agent Update Agent Schedule options
  13. Click the [Update] button.

NOTE: If you copy your intelligent agent to another course, you need to make sure you copy any attached release conditions (this will happen automatically if you copy the entire course).

Creating the Notification Email for Intelligent Agent

  1. Select the option to [Send an email when the criteria are satisfied].

    Screenshot of Intelligent Agent Send an Email option
  2. Enter the email address(es) of those who need to be notified (e.g. the Instructor, an Online Student Advisor, the assigned Advisor for a specific HUMD/Developmental Education course, and/or the student).
    • To maintain privacy, {InitiatingUser} can be used in the Bcc field to send the email to the student(s) meeting the agent criteria.

      Screenshot of Intelligent Agent Email message
      NOTE: The "initiating user" is any student who performs the actions necessary to satisfy the agent's criteria.
  3. Type the body of the email message. To personalize a standard email for each recipient, enter the appropriate string. Click on [What replace strings can I use in the subject and message?] below the Subject textbox to see a list of possible strings or see functional strings below. (In these strings, the Org Unit is the course and the OrgDefinedID is the student ID.)

    The following are replace strings you can use in the subject line and the email message:

    {OrgName} - The name of the organization.
    {OrgUnitCode} - The code for the org unit.
    {OrgUnitName} - The name of the org unit.
    {OrgUnitStartDate} - The start date specified for the org unit.
    {OrgUnitEndDate} - The end date specified for the org unit.
    {OrgUnitId} - The id for the org unit.
    {InitiatingUserFirstName} - The first name of the initiating user.
    {InitiatingUserLastName} - The last name of the initiating user.
    {InitiatingUserUserName} - The username of the initiating user.
    {InitiatingUserOrgDefinedId} - The Org Defined ID of the initiating user.
    {LoginPath} - The address of the login path for the site.
    {LastCourseAccessDate} - The date the initiating user last accessed the course.
    {LastLoginDate} - The date the initiating user last logged in.

  4. Click the [Save and Close] button.

Submit, Review & Track the Status of Alerts