How Do I Add a Periodic Notification?
Periodic Notifications are sent based on a predefined timeframe rather than specific system events (triggers). The recipient list can be filtered to ensure that only individuals who meet certain criteria receive the notification - for example, users enrolled in a specific course who have not yet started it.
This article includes step-by-step instructions on how to add a Periodic Notification.
- On the left column, click Notifications.
- Click +New Periodic Notification.
- Enter the Notification Name and Description.
- Enter the Email Subject and Email Title.
- Enter the Email Body into the text box.
- Select the Periodic Notification Type.
- Enter the Frequency amount you would like the email to be sent - the number of days you enter is how often the recipient(s) will receive the notification.
- Select from the options When to send the periodic notification.
- Enter the Starting Date.
- Tick the box if you would like the first notification to be sent now.
- Tick the box(es) if you would like to include a Risk Report(PDF) and/or Efficiency Gains Report.
- Select the Recipients from the dropdown options - If you select Employees, Subcontractors, or Users, the total number of recipients to be notified will be displayed beneath the dropdown.
- Filter who you want the notification to be sent to by clicking the Filters button under the dropdown and select from the options.
- Add attachments by clicking on the white box and select from your files or drag and drop the file to the box.
- Click Save & Submit.
This is required before you can add a Periodic Notification:
- Set up Subcontractors
- Set up Employees
- Set up Users
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields. i.e. name, subject, title, time and recipients.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and email body.