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How to send reminders to staff to complete a Learning Plan




You can send reminders to individuals who are yet to complete content, or in bulk to all users who have incomplete content.

To send a reminder to an individual:

  • Click on 'Admin' in the top navigation.

  • Select 'Professional Development' and then 'Learning Plan Dashboard' from the left hand navigation.

  • Click into the relevant Learning Plan.
  • Click on the bell icon next to the individual's name. A reminder will be sent immediately to the individual via email.

 

To bulk send a reminder:

  • Click on 'Admin' in the top navigation.

  • Select 'Professional Development' and then 'Learning Plan Dashboard' from the left hand navigation.

  • Click into the relevant Learning Plan.
  • Click on the 'Bulk send reminder button' to send reminders to all users who have incomplete content in the Learning Plan.
  • You will be asked to confirm your choice.
  • Click 'Send reminders' to continue. An email will be sent to those with outstanding content to complete.