As an Admin or Supervisor, you have the ability to send an email reminder to users to complete any pending.
- Please be aware that supervisor or admin permissions are required to complete this task. If you do not have these permissions, please contact your company administrator for assistance.
→ To start, navigate to your Dashboard.
→ At the bottom of your dashboard, you should see your location stats as a bar graph. Click on the dark blue bar which resembles training.
→ Now, you will be directed to a screen that resembles the example below. Take note of the filters provided, which can be used to modify the information you are currently viewing. By default, you will have the ability to view all the courses that are still awaiting completion.
→ Scroll down to view the specific courses that still require completion. You will find an option to Send Reminder.
→ A pop-up window will be displayed, providing you with the opportunity to personalize the Subject and Message of the reminder you want to send.
→ After customizing your message, you can send this to the user you selected by clicking the "Send To Firstname Lastname" option.
→ Additionally, it is possible to send this reminder to all users included within your filtered view by selecting "Send To All Incomplete".
→ You have now successfully sent a reminder email to either one user or all users within the selected location/department.
Please note that in order for this feature to work, it is necessary for the users to have a valid email address listed in their profile.
→ Alternatively, you can click on the mail icon next to Training. This will provide a faster way to send a reminder to all users with incomplete training based on the view you have selected. This will also populate a similar pop-up window as shown before.
