Summary
We released custom expiry reminders for courses to help you choose when you want to be notified about the upcoming expiry date of each course.
Previously, the first reminder that someone's training course is about to expire was sent 60 days in advance (30 days for eLearning). Now, this can be customised for each course individually in the Course Register.
So if you need more or less than 60 days' notice, you can now change this! Just go to your Course register and update any existing courses if you want to be reminded earlier or later than 60 days in advance.
This will affect when the first email about a course expiring is sent out and when the status indicator colour moves from green to amber 🟡
Changing when the course is marked as 'expiring soon' will also affect the notification schedule. E.g. courses marked as expiring 90 days in advance will have email reminders start 90 days, rather than 60 days in advance.
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Who can use this feature?
🏘️ Business + Enterprise Training Register plans only: not available on Bolt-On and Standard plans
👩💻 Roles & Course Editor + Account admins: you need admin permissions or R&C permissions to be able to edit course settings
Expiry reminder: Choosing when courses are marked as expiring soon
If you have the roles and courses (or admin) permission and the feature enabled, you can change the course expiry duration in the Course Register.
To update the expiry duration:
Head to the Training tab > Course Register
Find the course you want to update, click on it
Click "Edit course" in the side panel
In the Expiry Reminder section, enter the number of days
E.g. "30 days before course expiry" means you'll be first notified about the course expiring and it'll turn to the amber state 30 days before of the course end date
Save changes
Changes will affect all personnel with training recorded for the course.
This is a course-by-course setting, giving you full control to be give different courses different expiry durations.