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The Learning Management System (LMS) provides six (6) default Notifications for use in keeping end-users aware of Events, assigned Learning Paths, CLE/CPD requirements and new account creation. Notifications provide a method to auto-generate or schedule messages to users based on specific criteria.
The message text included in an Automated Notification is provided by a Template (created in Communication > Email Templates). By default, Automated Notifications are not activated. In order for Notifications to be sent, we recommend that you do the following:
•Review the available Automated Notifications and Email Templates.
•Identify the Notifications and Email Templates you want to use. (If necessary, modify and/or create the Email Template.)
•Activate the appropriate Notifications.
Security Profile Permissions and Access to Notifications Each Security profile should only see notifications they have permission to see. •Admin profiles have Read/Write/Add/Delete permission to notification modules they can access. •Manager Profiles have Read/Write/Add permission to notification modules they can access. |
Related Topics |
The Path User Notification – Start Date notification (turned off by default) can be used to automatically notify new users of their LMS account access when you click OK in the User Details page or when you import users. The Path User Notification – Path Expiry Date is one of the most commonly used notification (turned off by default). Set up a single reminder that a Learning Path is due within your defined time relative the Expiry date or create multiple reminders to assist users in completing required Courses. You will need to create an Email Template for this Notification.
Define the timing of each notification. Notifications are either relative to the assignment date(User Notification – Start Date) or the path expiry date (Path User Notification – Path Expiry Date)
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The Path User Notification – Path Start Date notification is being used in the examples shown below. 1.Navigate to the Communication page, and then select Automated Notifications. 2.Click the Notification name link (or click in the row and click the Edit record button on the toolbar). 3.Set the Notification details:
a.Click the Template arrow, and then select the appropriate template. If no predefined Template is available, you will need to create an appropriate Email Template as outlined in the Email Templates and Sent Items topic. b.Select the In Use check box (this step is required to activate the notification). c.Click the Send Notification arrow to set the: i.Desired delivery time frame for the notification. ii.Desired delivery timing radio button (Before or After Path Expiry Date). In this example, Notifications will NOT be sent for any Learning Path that does not have an expiration date. 4.Click . |
Notifications are active if the In Use check box is selected. To turn off a Notification: 1.Display the Notification details. 2.Clear the In Use check box to turn off a Notification. 3.Click . |
If multiple user notifications (reminders) need to be sent for an Event or expiration of a Learning Path, separate Notifications must be created for each reminder. For example, you may need to remind users of an expiring Learning Path two weeks before and another reminder one week before the Learning Path expiration date. 1.Navigate to the Communication page, and then select Automated Notifications. 2.Click the Add a new record button on the toolbar. 3.Complete all settings in the Notification Detail page. 4.Click . |
Global Automated Notifications include a Recurring Timing Option that can be applied to: •Event Attendee Notification •Event Contact Notification •Compliance User Notification •Path Start/Expiry Notification •User Notification - Start Date •User Notification - Survey Completion Reminder •Course Assignment Notification •User Notification - Certificate Assigned •User Notification - External Documentation Expiry Date
Schedules +
1.Navigate to Global Recurring Notifications via Communication > Automated Notifications > Notification Name 2.Select Schedules + 3.Select one of two timing options, One-Time or Recurring, from the Timing Option Type section. When Recurring is selected, configurable parameters include: •Recurrence Time •Recurrence Pattern •Recurrence Range
Recurring Notification Configuration Options Global Automated Notifications are intended to be sent out every time the notification is triggered, but can be overridden for specific instances using the following features: •Course-specific Notifications (Certificate Notifications only)
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•When creating the Template for the Learning Path reminder notification, there are four Learning Path variables that can be used. Scroll down the list of variables until you see the Paths heading.
Name - [Path Name] ID -[PathID] Path Description - [PathDescription] Repeater - Repeaters are used on communications about more than one Learning Path so you can use the Repeater variable pair to display information in your email for each Learning Path. |