Defining automatic notification rules for development plan approaching due date

Learning administrator can configure automatic notifications that are sent when a development plan is approaching its due date. When this notification rule is created, learning administrators can use it when specifying notifications for their specific development plans.

  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 For

    Select Development Plan Approaching Due Date.

    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 OK.