Messages when a course is assigned, due soon, overdue or finished

Learners are told when a course is assigned to them, three days before it is due, when it is overdue and when they finish. With SmartMy HRMS the manager hears about overdue courses too.
PLANSEvery plan
Built and checked in code; not yet installed on a test system or used by a customer.

The problem it solves

  • People learn about a mandatory course from a colleague, a week before the deadline.
  • Reminders are sent by hand from a spreadsheet, so some people get three and others none.
  • Managers find out their team skipped the training only when an audit asks.

How it works

  1. A learner is put on a course by a rule, by hand, with a code or by an accepted request. They get Course Assigned with the due date and a link.
  2. Every night SmartMy Learn looks at due dates. When a course is due within 3 days and unfinished, the learner gets Course Due Soon, once.
  3. The night after the due date, an unfinished course is marked Overdue and the learner is told. With SmartMy HRMS their manager gets Team Course Overdue.
  4. When every needed lesson is done, the learner gets Course Finished, and Certificate Issued if the course gives one.
  5. Teachers are told about join requests, quizzes to mark and work handed in; learners about marks, answers and live classes starting.

Everything it does

To learners

  • Course Assigned: on enrolment, with the due date and a link
  • Course Due Soon: once, when the due date is within 3 days
  • Course Overdue: the night after the due date
  • Course Finished: when every needed lesson is done
  • Join Request Refused, Quiz Marked, Assignment Marked, Assignment Returned (with what to change)
  • Certificate Issued, Certificate Expiring Soon (30 days before), Certificate Expired
  • Live Class Soon: within the hour before a live class, to learners still learning the course
  • Learning Path Finished; New Answer to a question they asked; Course Bought for course shop buyers

To teachers, trainers and managers

  • Join Request: to the course's author and editors
  • Quiz to Mark and Assignment Handed In: to the course's author and editors
  • New Question under a lesson: to the course's author and editors
  • Team Course Overdue: with SmartMy HRMS, to the learner's manager in HRMS
  • Learn Automation: the message an automation rule sends, to the learner or the authors

Channels

  • Every SmartMy Learn event goes by email and in the app (in-app)
  • Push to the SmartMy Learn app is built and not switched on yet for these events
  • No SMS or WhatsApp on SmartMy Learn's events today
  • All Learn events are work messages: they go out at once, and nobody can switch them off for themselves

Wording and log

  • Each event has an email and an in-app template you can reword
  • Emails carry the course name, due date and a link to the course
  • Every message is in the Delivery Log with its channel and status

Who uses it

LearnerGets the course, reminders, results and certificates.
Learn AuthorGets join requests, work to mark and questions on their courses.
Manager (with SmartMy HRMS)Hears when someone in their team is overdue, and sees My Team's Learning.
AdministratorRewords templates and checks the Delivery Log.

Where you use it

  • Email and in-app notices on the web
  • The SmartMy Learn app: in-app notices that open the matching screen (built and in testing, not in the app stores yet)
  • Web: the events and templates in the notifications configuration, and the Delivery Log
  • Not by SMS or WhatsApp today

What you control

Settings

  • Due-soon warning: 3 days before the due date, fixed
  • Certificate warning: 30 days before expiry, fixed
  • Due dates come from Days to Finish on the course or rule
  • Templates: an email and an in-app wording per event

Notifications

  • Course Assigned, Course Due Soon, Course Overdue, Course Finished, Join Request Refused: to the learner, by email and in the app
  • Team Course Overdue: to the manager, with SmartMy HRMS, by email and in the app
  • Join Request, Quiz to Mark, Assignment Handed In, New Question: to the course's author and editors, by email and in the app
  • Every Learn event is a work message, so nobody can switch it off for themselves

Works with

SmartMy HRMSOverdue courses are copied to the learner's manager, and managers see their team's learning.

Questions

Do learners get SMS or WhatsApp reminders?

Not today. SmartMy Learn's events go by email and in the app. Push to the app is built and not switched on yet.

How often is a learner reminded?

Once when the course is assigned, once when it is due within 3 days, and once when it becomes overdue. There is no daily nagging.

Can a learner stop the reminders?

No. Every Learn event is a work message, so the email and the in-app notice always arrive and a required course is never silent.

Who counts as the manager?

With SmartMy HRMS, the manager on the learner's employee record, if that manager has a login.

Can we change the wording?

Yes. Each event has an email and an in-app template, which an administrator can reword.

Related features

See your first course on it.

Tell us who learns (students, staff or both), how many people and what you teach today. We will set up one course with you and enrol a class or a department.