Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Below, you can find information on what happens when users receive certain learning plan-related notifications and what actions should be taken:

Info

When creating learning plans, please set the visibility last. This is because setting the visibility before configuring any of the other settings can prevent certain notifications from being triggered, such as the assignment notification.

To view the table in full, please expand it and scroll using the scroll bar at the bottom of the table:

Notification

What triggers the notification and when is it triggered?

e.g. (a setting or by the system)

What happens after receiving the notification?

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.

Screenshot 2024-02-23 at 10.42.50.pngImage Removed
Screenshot 2024-02-23 at 10.42.50.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-02-23 at 10.51.12.pngImage Removed
Screenshot 2024-02-23 at 10.51.12.pngImage Added

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 of the Community admin screen.

Screenshot 2024-02-23 at 11.01.02.pngImage Removed
Screenshot 2024-02-23 at 11.01.02.pngImage Added

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.

Screenshot 2024-02-23 at 11.35.01.pngImage RemovedScreenshot 2024-03-01 at 10.01.25.pngImage Removed
Screenshot 2024-02-23 at 11.35.01.pngImage Added

The user must click the link in the notification or email to start the learning plan.

Screenshot 2024-03-01 at 09.46.48.pngImage Removed
Screenshot 2024-03-01 at 09.46.48.pngImage AddedScreenshot 2024-03-01 at 10.01.25.pngImage Added

A user is notified that the deadline for the learning plan is approaching:

%{course_name} has a deadline in %{period} days

Screenshot 2024-02-23 at 11.06.38.pngImage Removed
Screenshot 2024-02-23 at 11.06.38.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-02-23 at 11.15.26.pngImage Removed
Screenshot 2024-02-23 at 11.15.26.pngImage Added

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.

This

The notification will be

sent

triggered if one of the following deadline-specific settings is configured:

  • All users needs to complete this learning plan by [date]

  • Upon the user clicking "Start" on the learning plan, the user has [#] days to complete

  • When learning plan becomes accessible, the user has [#] days to complete

setting is configured in the Expiry tab of the learning plan editor. Screenshot 2024-02-23 at 11.09.27.pngImage Removed
Screenshot 2024-02-26 at 11.30.34.pngImage Added

You can also set how frequently

these notifications are

the notification is sent out by selecting the checkboxes in the Before deadline/expiry section

f

in the Expiry tab:

Screenshot 2024-02-23 at 11.14.04.pngImage Removed
Screenshot 2024-02-23 at 11.14.04.pngImage Added

The user must complete the learning plan, and 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 in the Team Progress dashboard.

Screenshot 2024-03-01 at 09.55.08.pngImage Removed
Screenshot 2024-03-01 at 09.55.08.pngImage Added

A user is notified that they’ve missed the learning plan deadline:

You have missed the deadline for %{course_name}

Screenshot 2024-02-26 at 11.21.29.pngImage Removed
Screenshot 2024-02-26 at 11.21.29.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-02-26 at 11.22.08.pngImage Removed
Screenshot 2024-02-26 at 11.22.08.pngImage Added

This notification is automatically sent as soon as a user misses the deadline, as configured in the Deadline section of the Expiry tab.

If

The notification will be triggered if the user misses their deadline and one of the following deadline-specific settings

are configured, and a user misses the deadline for the learning plan, the notification will be triggered

is configured:

  • All users needs to complete this learning plan by [date]

  • Upon the user clicking "Start" on the learning plan, the user has [#] days to complete

  • When learning plan becomes accessible, the user has [#] days to complete

Screenshot 2024-02-26 at 11.30.34.pngImage Removed

This notification is sent weekly after the user misses the deadline

[CURRENTLY TESTING THIS]

Screenshot 2024-02-28 at 09.22.03.pngImage Removed
Screenshot 2024-02-26 at 11.30.34.pngImage Added

If you select the Send weekly reminders until user completes the learning plan checkbox in the Expiry tab and an assigned user misses the deadline for the learning plan, the reminder notification is sent every week until the user completes the learning plan.

Screenshot 2024-02-28 at 09.22.03.pngImage Added

The user becomes overdue and

appears

must complete the learning plan, and they will appear in the Overdue

list

section in the Team Progress dashboard until they complete the learning plan.

Screenshot 2024-03-01 at 11.22.39.pngImage Added

The user’s manager can remind them to complete

it

the learning plan by sending them a reminder notification in the Team Progress Dashboard.

Screenshot 2024-03-01 at 09.20.56.pngImage Removed
Screenshot 2024-03-01 at 11.21.59.pngImage Added

The

user is notified that the

learning plan

is due to expire

has expired:

%{course_name}

will expire in %{period} days

A user is notified that they’ve missed the learning plan deadline:

You have missed the deadline for %{course_name}

Screenshot 2024-02-26 at 11.21.29.pngImage Removed

has now expired

Screenshot 2024-02-28 at 16.23.48.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-02-26 at 11.22.08.pngImage Removed

[Waiting for this one to appear]

Screenshot 2024-02-26 at 12.16.22.pngImage Removed
Screenshot 2024-02-28 at 16.22.46.pngImage Added

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.

Example: In the example below, as soon as the user completes the learning plan, their completion will be valid for 365 days (1 year); however, each year they will need to re-complete the learning plan at least 30 days before this year-long period ends to ensure they are compliant for the following year while still being compliant for the current year. If the user fails to do this within the given 30 days, the current year-long period will expire without them being compliant for the next year, meaning they will become overdue, and the %{course_name} has now expired notification is triggered.

image-20240319-154240.pngImage Added

The frequency of this notification

seems to be

is controlled by the Before deadline/expiry settings here:

Screenshot 2024-02-28 at 09.19.17.pngImage Removed
Screenshot 2024-02-28 at 09.19.17.pngImage Added

The user

must complete the learning plan before

becomes overdue and appears in the Overdue section in the Team Progress dashboard until they complete the learning plan

expires or they will become overdue

.

Screenshot 2024-03-01 at 09.20.56.pngImage Added

The user’s manager will receive a notification informing them that their reportee’s learning plan

is due to expire:
Screenshot 2024-03-01 at 09.36.12.pngImage Removed

has expired:

%{apprentice_name}'s learning plan %{course_name} has now expired

Screenshot 2024-03-01 at 16.15.14.pngImage Added

The user’s manager can remind them to complete

it

the learning plan by sending them a reminder notification in the Team Progress Dashboard.

Screenshot 2024-03-01 at 09.43.40.pngImage Removed
Screenshot 2024-03-01 at 09.59.53.pngImage Added

The

user

community admin is notified that a community member has completed the learning plan

has been reset after completion:

Your progress for

%{

course

apprentice_name} has

now reset, you have

completed the %{

days

course_

to_expire} days before it expiresScreenshot 2024-03-01 at 09.13.29.pngImage Removed

name} learning plan

Screenshot 2024-03-06 at 10.37.57.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-03-01 at 09.12.27.pngImage Removed
Screenshot 2024-03-06 at 10.38.45.pngImage Added

This notification is

triggered when the user has completed the

sent if the When a 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

been completed (For community admin) checkbox is selected in the Notification settings section of theCommunity admin screen.

Screenshot 2024-03-06 at 10.26.41.pngImage Added

No further action is required. The community admin is simply informed that the community member has completed the learning plan.

Screenshot 2024-02-26 at 14.25.37.pngImage Removed

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:

The user’s manager is notified that their reportee has completed the learning plan:

%{apprentice_name} has completed the %{course_name}

has now expiredScreenshot 2024-02-28 at 16.23.48.pngImage Removed

learning plan

Screenshot 2024-03-06 at 10.37.57.pngImage Added

If the user has a registered email address, they also receive a matching email in their inbox:

Screenshot 2024-02-28 at 16.22.46.pngImage Removed
Screenshot 2024-03-06 at 10.38.45.pngImage Added

This notification

appears Screenshot 2024-02-26 at 12.16.22.pngImage Removed

The user becomes overdue and appears in the Overdue section in the Team Progress dashboard. The user’s manager

Screenshot 2024-03-01 at 09.20.56.pngImage Removed

The user’s manager can remind them to complete it by sending them a reminder notification in the Team Progress Dashboard.

Screenshot 2024-03-01 at 09.59.53.pngImage Removed

is sent 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.

When a learning plan has been completed (For user manager) checkbox is selected in the Notification settings section of theCommunity admin screen.

Screenshot 2024-03-06 at 10.29.51.pngImage Added

No further action is required. The user’s manager is simply informed that their reportee has completed the learning plan.