Below, you can find information on what happens when users receive certain learning plan-related notifications and what actions should be taken:
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When creating a learning plan, it is advised that you add content and configure the expiry/deadline settings before setting the visibility, as this can prevent notifications from being triggered. |
Notification | What triggers the notification and when is it triggered? e.g. (a setting or by the system) | What happens after receiving the notification? |
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A user is notified that they’ve been assigned to a learning plan: You now have access to the following learning plan: %{course_name}. Check the learning plan for more details. If the user has a registered email address, they also receive a matching email in their inbox: | This notification is triggered as soon as a user is assigned to the learning plan via the Visibility tab in the Learning plan editor screen, and the Enable learning plan assignment notification is enabled in the General tab. Note: In order for the learning plan assignment notification to be sent to users, the Enable learning plan assignment setting must be enabled before you set the visibility and save the learning plan. If you select this setting after setting the visibility, the notification will not be sent. | The user must click the link in the notification or email to start the learning plan. |
A user is notified that the deadline for the learning plan is approaching: %{course_name} has a deadline in %{period} days If the user has a registered email address, they also receive a matching email in their inbox: | This notification is sent as a reminder that the user has a certain number of days left to complete the learning plan before the deadline. The notification will be triggered if one of the following deadline-specific settings are configured:
You can also set how frequently the notification is sent out by selecting the checkboxes in the Before deadline/expiry section f the Expiry tab: | The user appears in the Upcoming deadlines section of the Team Progress dashboard. The user’s manager can remind them that they have an upcoming deadline by sending them a reminder notification. |
A user is notified that they’ve missed the learning plan deadline: You have missed the deadline for %{course_name} If the user has a registered email address, they also receive a matching email in their inbox: | This notification is automatically sent as soon as a user misses the deadline, as configured in the Deadline section of the Expiry tab. The notification will be triggered if the user misses their deadline and one of the following deadline-specific settings are configured:
This notification is sent weekly after the user misses the deadline [CURRENTLY TESTING THIS] | The user becomes overdue and appears in the Overdue list in the Team Progress dashboard. The user’s manager can remind them to complete it by sending them a reminder notification in the Team Progress Dashboard. |
The user is notified that the learning plan is due to expire: %{course_name} will expire in %{period} days If the user has a registered email address, they also receive a matching email in their inbox: | This notification is triggered when a learning plan is due to expire, and will appear if the Upon completion the learning plan is valid for [#] days Reset user progression [#] days before expire setting is configured. The frequency of this notification is controlled by the Before deadline/expiry settings here: | The user must complete the learning plan before the learning plan expires or they will become overdue. The user’s manager will receive a notification informing them that their reportee’s learning plan is due to expire: The user’s manager can remind them to complete it by sending them a reminder notification in the Team Progress Dashboard. |
The user is notified that the learning plan has been reset after completion: If the user has a registered email address, they also receive a matching email in their inbox: | This notification is triggered when the user has completed the learning plan and it has now reset after the set period and they must re-complete it again. This notification only appears if a reset has been configured for the learning plan in the Expiry section of the Expiry tab in the learning plan editor screen, and the user has completed the learning plan. | The user’s learning plan progress will be reset and they must re-complete the learning plan so they are compliant for the next compliance period. |
The learning plan has expired: %{course_name} has now expired If the user has a registered email address, they also receive a matching email in their inbox: | This notification appears if the user has not completed the learning plan by the expiry date set in the Upon completion the learning plan is valid for [#] days. Reset user progression [#] days before expire setting in the Expiry tab. The frequency of this notification seems to be controlled by the Before deadline/expiry settings here: | The user becomes overdue and appears in the Overdue section in the Team Progress dashboard. The user’s manager The user’s manager can remind them to complete it by sending them a reminder notification in the Team Progress Dashboard. |
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