View program notifications and send reminder emails

View program notifications and send reminder emails

Applicable Roles: 
  1. Administrators 
  2. Supervisors

Program Notifications Initial Emails 

The program notifications allow you to keep track of the initial emails sent during the program period. 

Program Launch Initial Email

If enabled at the final step in the assessment program wizard, participants and evaluators will receive an email notification when a program is launched. The program launch email is the initial email sent to both participants and evaluators when a new program begins
   
                
                

Self Assessment Initial Email

This is followed by a self-assessment initial email, which notifies all participants of the self-assessment task, and its due date, and includes a button link for direct access to the self-assessment from within the email.

       

Leader Rating Initial Email

When any participant completes a self-assessment, a leader rating initial email notification is triggered. This email informs the assigned evaluator about the upcoming leader/coach rating assessment task, its due date and includes a direct link to the assessment.

       


1:1 Meeting Initial Email

The 1:1 Meeting initial email notification is triggered when the leader/coach assessment is completed by the evaluator. This email notification reminds the evaluator to schedule a dedicated 1:1 meeting to discuss the results of the assessments with the participant of the program. 

          

Follow the steps below to view the program notification initial emails:
  1. Navigate to the program's details page and click the Program Notifications link. 

        

  2. To view the assessment task's initial email, click the Preview button located under the Actions column. 
         

Reminder Emails 

The feature 'Reminder Emails' enables administrators and supervisors to send individual reminders to participants or evaluators in a program. The content of each reminder email is dependent on the current status of the respective task. When the self-assessment task is completed, the 'Send Reminder' feature will trigger an email reminder to the selected evaluator about the coach/leader assessment task. Similarly, once the coach/leader assessment task is completed, the 'Send Reminder' will notify the selected evaluator about the upcoming 1:1 meeting assessment task.

Here is how to send reminder emails: 
  1. Navigate to the program's details page.
  2. Under the participant's table,  click the Send Reminder link under the Reminders column next to the participant or evaluator you wish to remind. 
      

  3. If you want to check the history of sent notifications, click the Last Reminder link, also under the Reminders column. (The emails are listed with the most recent ones at the top.)


Send Bulk Reminders

The feature Send Bulk Reminders enables administrators and supervisors to send bulk reminders to every participant and evaluator with pending tasks in the program. 
Participants will ONLY be notified if they have not completed a Self Assessment and the evaluators will only be notified if the participant has completed the Self Assessment and the evaluator has not completed a Leader Rating or 1:1 Meeting task.

Here is how to trigger bulk reminders: 
  1. Navigate to the program's details page.
  2. Click the Program Notifications link.

     

  3. In the popup window, click the Send Bulk Reminders link next to Reminder Emails.

            

  4. In the popup window, click SEND.

       


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