Defining automatic notification rules for approaching activity expiration

The notification template must have been added to the system as delivered content.

Use this notification to alert employees that they will soon be required to complete an activity renewal.

  1. Select Learning and Development > Set Up > Notifications > Default Notification Rules.
  2. Click Create and select Create Automatic Notification for Enrollments.
  3. Specify this information:
    Effective Date

    Specify the date that the rule is first available for use.

    Notification Rule

    Specify the name of this rule.

    Description

    Specify the description of the notification rule. If you leave this field blank, then the notification rule name is used.

    Active

    The notification rule is inactive by default. To activate the notification rule, select this option.

    Send Notification When

    Select Activity Approaching Expiration.

    Template

    Optionally, select a template.

    Save Correspondence

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

  4. Click Submit.