There are two categories that Compliance emails fall under as it relates to when the emails are sent.Ā Emails are either sent:
a). As a result of specific user action in the system.
b). On a specific schedule and depending on requirement settings and assignee compliance status.
Assignment Emails triggered by User Action (a) include:
Assignment Email TemplateĀ ā
Notification to participant when training is assigned
Assign and Register TemplateĀ ā
Notification sent when a user is assigned and registered for required training during a bulk import
Unassign Email Template ā
Notification sent to user if their required training assignment is removed
Click to expand panels display email example
Scheduled Emails (b) sent for Required Training:
Scheduled emails are sent on a periodic basis (daily, weekly) at a specific time to all relevant users per the following:
Upcoming Due Date email ā
Warning sent to assigned users that are approaching their due date in either 30, 14, or 1 day(s).
Due Date Passed Warning ā
Due Date Passed Warning is the 1st Out of Compliance Warning sent to assigned users the day after they were due.
Out of Compliance Warning ā
Out of Compliance Warning is a weekly warning to remind assigned users with a status of āOut Of Complianceā that action is still needed for them to be marked āIn Complianceā.
Supervisor Notice of Employees out of Compliance ā
Supervisor Notice – Out of Compliance: Weekly notice to Supervisors to alert them if they have employees who are out of compliance for a requirement.
Notice to Compliance ContactĀ ā
Notice to Compliance Contact: Weekly notification to inform Compliance Contact if assigned users currently have a status of āOut of Complianceā.
