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Compliance (or mandatory) training needs to be assigned to learners via programs. By doing so, an instructor or administrator will be able to run reports informing them about compliance metrics. Assigning users to mandatory training via programs also allows you to send learners notifications and reminders when they are assigned to a new course, when the course is coming due (or overdue), or it's time for them to get recertified. You can also send notifications to the user's supervisor (if he/she has a supervisor identified in the learning environment) or an additional recipient. This can be done using the instructions below, or by following the Sending a Monthly Compliance Report to Supervisors article if you want to send one (1) notification to supervisors for all of their staff’s progress.

Step-by-step Guide

To send notifications about compliance (mandatory) training:

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  • When sending reminder notifications to enrolled users, they will get one (1) email per program. The email will contain a list of all coming due or overdue courses.

  • When sending reminder notifications to supervisors or additional recipients, they will get one (1) email per program per user. This means that they may receive a lot of emails. For this reason, we recommend instead to send Supervisors the "Compliance Summary" notification instead.

  • The default reminder resembles the screenshot shown below. In this example, the user is required to complete a single course, and their first name is “Student.” Please note that the appearance of the email may vary slightly depending on the email application being used (e.g., Microsoft Outlook, Gmail).

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