Defining automatic notification rules for session changes

Use this type of notification rule to send an automatic notification whenever a session changes or (if a session is set for manual waitlisting), whenever there is a new opening in a waitlisted session.

  1. Select Development Planning > Set Up > Notifications > Notification Rules.

    or

    Open or highlight the notification template for which to define notification rules, and click the Rules Using This Template tab.

  2. On the Notification Rules list, select New > Create Automatic Notifications For Session Changes.
  3. Specify this information:
    Effective Date

    Required. Specify the effective date.

    Notification Rule

    Required. Specify the name of the registration rule.

    Description

    Specify the description of the notification rule. If left blank, the notification rule name displays.

    Active

    The notification rule is inactive by default. To activate the notification rule, select the check box. Inactive notification rules cannot trigger notifications.

    Send Notification When

    • Select Session Details Changed to create a notification that will be triggered when a session provider, location, site, or first class date has changed.

    • Select New Openings in Manual Waitlisted Session to create a notification that will be triggered when there is an opening in a waitlisted session.

    • Select On Demand Session Class Update to create a notification that lets learning managers send a message on demand to registered resources when they make changes to a session's classes. The on-demand notification lets the learning manager explain the changes, include the entire class schedule, and attach a document.

      Note: If you select this value, select No in the Save Correspondence field.

    • Select On Demand Session Notification to create a notification that lets learning managers send an email to registered resources regarding any aspect of the session. The on-demand notification lets the learning manager explain the changes, include the entire class schedule, and attach a document.

      Note: If you select this value, select No in the Save Correspondence field.
    Template

    Select the notification template to which this notification is attached. If you are accessing this form from a notification template, this field is already populated.

    Save Correspondence

    By default, each notification creates a copy of the email sent in Development Planning > Utilities > Notifications And Correspondence > Correspondence. If you do not want this notification rule to retain correspondence records, select No.

    Note: Select No in this field if you select On Demand Session Class Update or On Demand Session Notification.
  4. Click OK to save the notification rule.

    The Attachments tab displays.

  5. (Optional) Attach one or more documents to the notification rule. See Attaching documents to notification rules.