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You send custom notifications to one particular reportee or a whole list of reportees within a status category, in the Team Progress tab. For example, you might send a notification to all reportees in the Overdue Upcoming deadlines category to remind them that they are now overduethey have a deadline fast approaching.

You can notify:

  • An reportee in one of the categories

  • All reportees in the Overdue list

  • All reportees in the In Progress list

  • All reportees in the Completed list

  • All reportees in the Upcoming deadlines list.

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Notifying an individual reportee

You can send a reminder notification to one particular reportee in the list.

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  1. Click the bell icon next to the reportee’s name.

    The Send Reminder notification popup appears.

  2. Enter a message to accompany the reminder notification. For example, if the reportee is overdue, you might enter the following: “The deadline for this leaning plan is approaching. The completion of this learning plan is essential for compliance. Please complete this learning plan as soon as possible”.

  3. Click Send reminder.

    The user receives the reminder notification.

Notifying a multiple reportees

You can send a reminder notification to all the reportees who are in the Overdue, In progress or Completed lists. For example, you might want to send a reminder to all the users that are currently overdue, to ensure they complete their assigned learning as soon as possible.

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