The programs and compliance plugin will allow you to setup notifications at the program level which will notify a learner, learners manager or delegate manager about their progress and status within the program. You can use as many or as few as you prefer.
To create notifications, you will first have needed to create a program. The manager is defined in the organisational unit that this Learner belongs to in the Organisational units feature. Both will need to be setup or the manager notifications will not be sent out.
Step 1. Enter the program where you'd like to add notifications.
Step 2. Select the Notifications Tab
Step 3. Select Add Notification
Which will open the below pop-up window.
Step 4. Select the notification type from the Notification type dropdown that you'd like to use.
Notifications that are available for managers are sign-posted with a (manager) at the end of the notification type. All other notifications are Learner notifications.
| On enrolment | The Learner will receive an email notification when they are enrolled into the program |
| Before Training Start Date | The Learner will receive an email notification x number of days before the training starts |
| On Training Start Date | The Learner will receive an email notification on the training start date |
| After training Start Date (program not completed) | The Learner will receive an email notification x number of days after the training starts. This will only be sent if the program is not yet marked as complete. |
| Before training End date (program not completed) | The Learner will receive an email notification x number of days before the training ends. This will only be sent if the program is not yet marked as complete. |
| On Training End Date (program not completed) | The Learner will receive an email on the training end date. This will only be sent if the program is not yet marked as complete. |
| After Training End Date (program not completed) | The Learner will receive an email notification x number of days after the training ends. This will only be sent if the program is not yet marked as complete. |
| On Program Completion | The Learner will receive an email notification when the program has been marked as completed |
| Before Compliance Expiry Date | The Learner will receive an email notification x number of days before the compliance expiry date. |
| On Compliance Expiry Date | The Learner will receive an email notification on the compliance expiry date |
| After compliance Expiry Date | The Learner will receive an email notification x number of days after the compliance expiry date. |
| On Enrolment (manager) | This Learners manager will receive an email notification when they are enrolled in to he program. |
| On Training End Date - program not completed (manager) | The Learners manager will receive an email notification that alerts them to a user not completing the program by the training end date. |
| On Program Completion (manager) | The Learners manager will receive an email notification when the learner is marked as completed for the program |
| Before compliance expiry date (manager) | The Learners manager will receive an email notification x number of days before the users certification period ends (compliance expiry) |
| On compliance expiry date (manager) | The Learners manager will receive an email notification on the day that that the Learners certification period ends. |
| After compliance expiry date (manager) | The Learners manager will receive an email notification x number of days after the Learners certification period has ended |
Step 5. Select the number of days from/to event based on how long before or after the event you'd like the learner or manager to receive this notification.
This setting can only be configured for the below notifications:
- Before training start date (learner)
- After training start date (learner)
- Before training end date (learner)
- After training end date (learner)
- Before compliance expiry date (learner)
- After compliance expiry date (learner)
- Before compliance expiry date (manager)
- After compliance expiry date (manager)
Step 6. Add a subject line. This is the email subject that the Learner or Manager will receive within their email inbox.
Step 7. Add an email body. You can choose from the list of possible placeholders to populate specific information about the Manager, Learner or Program. Please note, the placeholders must appear as an exact match to those found in the available notification tags section. If they aren't the correct information will not be displayed.
Step 8. Select update to add this notification to the list of notifications being used for this program.
Step 8. Once you have added all of the Learner and Manager notifications that you'd like to add for this program. You can now move on to the next step in configuring the program.
For more information about the Programs and Compliance feature, please click on the link here.