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Most Supervisors (e.g. Managers, Directors, VPs) are interested in understanding how compliant their staff are in regards to mandatory training. While Supervisors have access to numerous reports if they log in the learning environment, a summary can automatically be sent to them via email on a regular basis (e.g. weekly, monthly or quarterly). 

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This feature is currently in Beta. Prior to clients being able to follow the steps below, Dual Code must first manually make the following configuration changes:

  1. Go to Site administration > Messaging > Notification settings
  2. Find the "Compliance summaries" notification
    1. Enable the main notification
    2. Enable email notification
    3. Enable and lock the web notification
  3. Click on the "Save changes" button at the bottom of the page


Step-by-step Guide

To send a compliance summary to Supervisors:

  1. Go to Site Administration > System configuration
  2. Under the "Learning Management" tab, set "Schedule for compliance summary notifications" to a value other than "Never send"
    1. We recommend sending it to "First day of the month", but the options depend on how frequently you want emails to be sent out
    2. We also recommend that you do not send BOTH the "Compliance Summary" and the "Program Completion" notifications to your Supervisors. As such we would recommend that you set the "Schedule for program completion report emails" setting on the same page to "Never send"
  3. Click on the save changes at the bottom of the page


Important Notes

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This section is only visible to Dual Code employees. Note that if you are exporting a page to Word or PDF to send it to a client, THIS SECTION WILL APPEAR. As such, instead of exporting the page, I strongly suggest that you send the URL to the client. If you must export it, please remove this section from the Word / PDF document.

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  • We recommend that you do not send BOTH the "Compliance Summary" and the "Program Completion" notifications to your Supervisors. As such we would recommend that you set the "Schedule for program completion report emails" setting on the same page to "Never send".
  • Supervisors can disable the email-based notifications if they do not want to receive emails. However, they may not disable the web-based notifications (e.g. the notification that they will see when they log in the LMS using a browser)