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Note

The Team Progress tab feature will be released on 16th August 2022.

You can send custom notifications to users in the Team Progress tab.

You can notify:

  • One particular reportee

  • A whole list of reportees within a status category (such as those in Upcoming deadlines, Completed, In Progress, Overdue)

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

    The Send reminder notification popup appears.

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  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 learning 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.

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Notifying a multiple reportees

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  1. Go to the desired list. For example, Upcoming deadlines.

  2. Click the bell icon next to the category name.

    The Send reminder notification to: popup appears.

    Send reminder notification to Send reminder notification to

  3. Enter a message to accompany the reminder notification that will be sent to all users in the category. In this case the message is to all users with an upcoming deadline. For example, you might enter the following: “You have an upcoming deadline for this learning plan. Please ensure you complete it before the deadline, as this is essential for compliance purposes“.

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  4. Click Send reminder.
    All users in that particular category will receive the notification and message. In this particular example, all users with upcoming deadlines will receive it.

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If a reportee has multiple learning plans in a category, in this case the Upcoming deadlines category, they will receive multiple notifications. For example, if the reportee has 2 learning plans with upcoming deadlines, they will receive two 2 notifications - one for each learning plan. This is shown in the example below:

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