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 Upcoming deadlines category to remind them they 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.
Notifying an individual reportee
You can send a reminder notification to one particular reportee in the list.
To send a reminder notification to an individual reportee:
Click the bell icon next to the reportee’s name.
The Send Reminder notification popup appears.
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”.
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.
A reportee can receive multiple notifications if they are in progress, have an upcoming deadline or are overdue for multiple different learning plans. For example, if one particular user is overdue for 5 different learning plans, and you have sent a notification to all users in the Overdue list, that user will receive 5 separate notifications - one for each of the learning plans for which are overdue.
To send a notification to multiple users:
Go to the desired list. For example, Upcoming deadlines.
Click the bell icon next to the category name.
The Send reminder notification to: popup appears.
Send reminder notification to Send reminder notification to
Enter a message to accompany the reminder notification that will be sent to all users in that 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“.
Click Send reminder.
All users in that particular category will receive the notification and message. In this particular example, all users who are in progress will receive it.
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 two learning plans with upcoming deadlines, they will receive two notifications - one for each learning plan.
