Defining automatic notification rules for confirmed checklist assignments

Learning administrators can use this template to configure automatic notifications that are sent when a checklist is assigned. When this notification rule is created, learning administrators can use it to notify employees that checklists have been assigned to them.

  1. Select Administration > Primary.
  2. In the Notification pane, click Default Rules.
  3. Click Create then select Create Scheduled Notifications.
  4. Specify this information:
    Effective Date

    Specify the date that the notification is available in the system.

    Notification Rule

    Specify the name of the registration rule.

    Description

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

    Active

    The notification rule is inactive by default. To make the notification rule active, select this option. Inactive notification rules cannot trigger notifications.

    Send Notification When

    Select Checklist Assignment Confirmed.

    Template

    Select the notification template to which this notification is attached.

    Save Correspondence

    By default, each notification creates a copy of the email in Learning and Development > Notifications And Correspondence > Correspondence. To prohibit this notification rule from retaining correspondence records, select No.

  5. Click Submit.