Totara Learn Open Discussions

Tracking Documentation with Reminders

 
Craig Eves
Re: Tracking Documentation with Reminders
by Craig Eves (Totara Support) - Thursday, 31 March 2022, 6:31 PM
 

Hi Kim

  1. Table or database with the name of the company and expiration date of the certificate
    It is possible to create a report using the Certification Completion report and exporting report to a file 

  2. Remind them (via email notifications) 30 days in advance that the certificate is about to expire
    There is a notification trigger for for certification expiry that can be scheduled for a specified number of days

  3. Can we make it send a reminder/email to an outside person?
    The fields for delivery only include Subject and Manager so the manager would need to forward the email to the external user

Regards