Defining automatic notification rules for checklist approaching due date

Learning administrators can use this template to configure automatic notifications that are sent when the due date for a checklist is approaching. When this notification rule is created, learning administrators can use it to notify employees that the due date for a checklist that is assigned to them is approaching.

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

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

    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

    Specify Checklist Approaching Due Date.

    Template

    Specify Activity Due Date Approaching.

    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.