Send a reminder to your team about their learning

As a manager you can email everyone on your team who still has learning to finish, in one go, from the Track Training screen. The email goes to every person listed in the report you are looking at, so filter the list first.

Instructions

1. Go to Manage Learning › Learning Resources › Lessons and Learning Resources. Step 1, Track Training, is selected.
2. Press View by Learning Resource.
3. Narrow the list to the people you want to remind. In the Status filter choose Not Attempted or In Progress. For overdue learning, set the Expected Completion Date filter to Custom and choose a date range that ends yesterday.
4. Open the More actions menu (the three dots at the right of the toolbar) and choose Email.
5. Type a Subject and a Message. Tick Copy this email to associated manager(s) if their other managers should see it.
6. Press Send. Everyone in the filtered list gets the email.

Keep reminding until it is done

Tick Enable Escalating Campaign before you send. The system then sends progressively urgent emails to anyone who still appears in the report results, and stops for each person once they no longer appear.

To see who is behind before you send, see See which of your team are behind on mandatory training.