Creating notification rules for development plans
Use this procedure to create scheduled notifications for development plan changes, enrollments, and requests.
- Select Learning and Development > Catalog > Development Plans.
- Open the development plan to update.
- Select the Notifications tab.
- Click Create.
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Specify this information:
- Effective Date
- Specify the notification rule effective date.
- Notification Rule
- Specify the notification rule name.
- Description
- Provide the notification rule description.
- Active
- Move the slider to Active to make the notification rule active.
- Send Notification When
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Select the event to trigger the notification.
For example:
- To send a notification when enrollments are approved for development plans and activities, select Development Plan and Activities Enrollment Approved.
- To send a notification when development plan activities are approaching the due date, select Development Plan Activity Approaching Due Date.
- To send a notification when enrollments are approved for certification activities, select Certification and Activities Enrollment Approved.
- To send a notification when certification activities are approaching the due date, select Certification Activity Approaching Due Date.
- To send a single notification with all assigned activities, select Bundled Activities Enrollment Approved.
- To send a single notification when all activities are approaching the due date, select Bundled Activities Approaching Due Date.
- Template
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Select the notification template.
For example:
- For approved enrollments for development plans, select DEVPLANANDACTAPRVD.
- For approaching due dates for development plan activities, select DEVPLANACTAPPRDUE.
- For approved enrollments for certifications, select CERTANDACTAPRVD.
- For approaching due dates for certifications, select CERTACTAPPRDUE.
- For a single notification for all assigned activities, select BUNDLEACTENROLLAPPR.
- For a single notification when all activities are approaching the due date, select BUNDLEACTAPPRDUE.
- Save Correspondence
- Select whether you want the correspondence to be saved.
- Eligibility Group
- Select the eligibility group.
- Click Submit.