Who is this article for?

Administrators who want to learn about setting up and editing Schedules.

Admin permissions are required.

Schedules automate users re-training, re-tests and re-assessments.  Once Schedules are set up, Ideagen Workplace Training will automatically email users based on the configuration outlined below and allow them to complete the relevant training again. 

This article outlines the process for setting up and editing schedules. 

1. Creating or Editing an existing Schedule
2. Editing Reminders

1. Creating or Editing an existing Schedule

To create a new or edit existing Schedules follow these steps.

1. Access the Management System and select Schedules from the side bar.

2. The Schedules page displays all licensed courses and summary of the current status is displayed under each course, select View/Edit Schedule to set up or alter a schedule.

3. If a schedule shows Not Applicable this will mean that this course does not contain a Test or Assessment.
4. Course Schedules and daily reminders can be enabled.  However, unless a Schedule is configured using the following options, no emails will be sent.
5. There are three options for schedules.  Not all courses have a test or an assessment, which may affect the options available.

• Re-Training Schedules - User must complete all the modules, the test and the assessment again
• Re-Test Schedules - User must complete the test and the assessment again
• Re-Assessment Schedules - User must complete the assessment again.

Once a Schedule is triggered, the user will display as Not complete/Incomplete on the relevant report.

Each schedule has the following properties.

• Prompt for retraining after - When a schedule will activate, based on the last completion date for a users course.
• After the last completion date of - What the schedule uses to determine if a users course is complete. This is either the last completion date of the modules, test or assessment.
• Using the following email - The email template that will be sent to the user. 

6. Once the desired properties have been set, select Save Details.

For the example below the Schedule has been configures so that the user is sent an email to re-complete the full AssessRite course 1 year after they complete the Assessment.

2. Setting or editing Reminders

Reminders can be set against each Schedule and it is possible to configure multiple Reminders.  To do this select Edit reminders.

You can set the Reminders to be sent to users a set amount of days after the initial Schedule if their required training remains incomplete.

As a standard your system is set up for the Sending Type to be to Student, but this can be configured to also notify a Manager or other specified email address if required.