18. Training Instance Reminder

In this module, users can access a list of all ongoing trainings. Users can selectively trigger reminders or notifications for these trainings.

Search Panel

All fields inside the search panel act as search boxes. Any value inputted inside them will be used as search criteria to filter and retrieve data from the grid, if possible.

*For guidance on how to utilize single-select dropdown fields, click here

1. Due Date: This is a date picker that allows users to filter by the due date of the training.
2. Training Name: This is a text field that allows users to filter by the name of the training.
3. Filter: This button filters the results according to the entered search criteria.
4. Clear Filter: This button clears the filters that were used in the previous search and allows users to again view the full data set.

Grid

In the grid, users can designate specific trainings for reminders by selecting the corresponding Selected for Reminder checkbox.

*Selections can be saved by clicking the Save Changes button or simply by clicking outside the grid. To discard selections, click on the Discard Changes button.

1. Send Email Reminder: This button allows users to trigger email reminders for the selected trainings.
   • A message will appear above the grid informing them of the sent email(s).
     
   • For each training, an email is sent to the assigned trainee, providing details about the training and a reminder of its impending due date.
     
     

!If the corresponding task for a training no longer exists in the system, users will be informed with a message in the form, and the reminder for that training will be blocked.

*To access additional options or actions related to the above grid, please utilize the kebab menu ( ) located in the upper rightmost corner.