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 the tab that applies to the type of notification you are trying to create.
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).
Name
Add a unique name to identify this notification.
Sending enabled?
You must activate ‘sending enabled?’ in order to send notifications.
Format
Choose the format you wish the notification to be sent.
Substitution Tokens
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 11 ‘tokens’ available in the message.
| Token | Description |
[BRAND] |
The name of the brand linked to the trainee (e.g. Elliott Demo) |
[FIRST_NAME] |
The forename of the trainee (e.g. Spark) |
[LAST_NAME] |
The surname of the trainee (e.g. Admin) |
[FULL_NAME] |
The full name of the trainee (e.g. Spark Admin) |
[TRAINING] |
A summary of the distributed training |
[DAYS_SINCE_ALLOCATION] |
Number of days passed since a module was allocated (field added to the table with training materials (token – TRAINING)) |
[LINK] |
The link to the LMS |
[RULE_LINK] |
The link to the rule |
[ALLOCATIONS_LINK] |
Link to allocations created during rule execution |
[RULE_NAME] |
The name of the allocation rule used for training distribution |
[RULE_COUNT] |
The number of allocations created by this rule during execution |
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 4 ‘tokens’ available for use in the message.
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 can also filter the CSV to include or exclude archived training from the data sent.
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.