Totara Learn Open Discussions

Tracking Documentation with Reminders

 
Craig Eves
Re: Tracking Documentation with Reminders
Eves (Totara Support)Craig 发表于 2022年03月31日 Thursday 18:31
 

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