Notifications are automatic emails or texts that are sent to trainees or managers to keep them informed of when training has been allocated, news articles created, activation codes redeemed and training completed.
Click on ‘Notifications’ within the ‘Settings’ tab.
A standard notification will always be set up as a default for new training, which covers anything issued from the system.
In order to create a new notification, click on ‘Create new notification’.
There are two types of notifications you can create:
Trainee Training Notification
This notification would be for the attention of a trainee.
Manager Training Notification
This notification would be for the attention of a manager. (There are a few features only available to manager notifications).
Add a unique name to identify this notification.
You must activate ‘sending enabled?’ in order to send notifications.
Choose the format you wish the notification to be sent.
Tokens create auto-fill text sections within the email notification. The auto-fill text is taken from information already gathered by the LMS. Example below: [BRAND] would enter the company name.
If your notification is to be sent via email, add an ‘Email message’. There are 4 ‘tokens’ available in the message.
If you are notifying a user of a completed module and wish to include their certificate, you can select to include it here.
For more information, see instructions on ‘Settings - Certificates’.
If your notification is to be sent via text message, add an ‘SMS message’. There are 3 ‘tokens’ available for use in the message. A token will automatically populate with information already provided within the LMS. This will assist you by automatically customising your SMS/text message if sending to more than one person.
Note: SMS/text messages should be no longer than 90 characters.
Choose the organisational unit to receive the notification. For more information, see instruction on ‘Company Structure’
You will now be able to choose the conditions for sending the notification:
Choose the training you want to include.
Choose the type of training you want to include.
Choose when the notification should be sent.
If you have selected to have a notification sent on a particular day, then you are also able to choose the time the notification should be sent.
If your notification is to a manager, you will have further options:
You are able to attach a CSV export. This would include the details of the people that the report relates to including all the fields the trainees have entered.
You also have further options as to when a notification is sent. i.e. days of the week/days of the month.
Select the manager who should receive the notification.