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Name
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Date Trigger
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Other Field Considerations
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Additional Information
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| Credential Expiring in 90 Days (Student) |
Date Expires = 90 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
| Credential Expiring in 30 Days (Student) |
Date Expires = 30 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
| Credential Expiring in 7 Days (Student) |
Date Expires = 7 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
| Credential Expiring in 90 Days (Manager) |
Date Expires = 90 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
| Credential Expiring in 30 Days (Manager) |
Date Expires = 30 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expiring in 7 Days (Manager)
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Date Expires = 7 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expiring in 90 Days (Custom)
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Date Expires = 90 Days from today |
Credential "Date Expires"
Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expiring in 30 Days (Custom)
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Date Expires = 30 Days from today |
Credential "Date Expires"
& Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expiring in 7 Days (Custom)
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Date Expires = 7 Days from today |
Credential "Date Expires"
& Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expired (Student)
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Date Expires = Today |
Credential "Date Expires"
& Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expired (Manager)
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Date Expires = Today |
Credential "Date Expires"
& Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Expired (Default Email)
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Date Expires = Today |
Credential "Date Expires"
& Student "Active"
Credential Status = "Active" |
Use the merge field {Certifications} to pull the student's full list of credentials. |
Credential Approval 7 Days Past Due
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Today = 7 days after request submitted |
Credential "Date Expires"
& Student "Active"
Status Date |
This alert is re-occurring until the approval is done. |
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Requirement Needed in 30 Days (Student)
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Date Needed = 30 Days from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 7 Days (Student)
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Date Needed = 7 Days from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 1 Day (Student)
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Date Needed = 1 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 30 Days (Manager)
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Date Needed = 30 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 7 Days (Manager)
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Date Needed = 7 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 1 Day (Manager)
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Date Needed = 1 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 30 Days (Training Admin)
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Date Needed = 30 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 7 Days (Training Admin)
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Date Needed = 7 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed in 1 Day (Training Admin)
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Date Needed = 1 Day from Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed by Today (Student)
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Date Needed = Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed by Today (Manager)
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Date Needed = Today's Date |
Requirement "Date Needed"
Student "Active" |
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Requirement Needed by Today (Training Admin)
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Date Needed = Today's Date |
Requirement "Date Needed"
Student "Active" |
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| Requirement Past Due 14 Days (Student) |
Date Needed = 14 Days in the Past of Today's Date |
Requirement "Date Needed"
Student "Active"
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| New Class Created (Instructor) |
Request Date = 1 Day Past Today's Date |
New Class record in the Classes Table
Instructor field contains a value
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There is a standard email template available. The email template has an option to send upon the class being created too with calendar attachment. Calendar attachment is not an option from the alert. |
| Class Starts in 7 Days (Student) |
Class Start Date = 7 Days from Today's Date |
Class "Start Date"
Student Status "Active"
Student Class Status "Enrolled" |
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Class Starts in 7 Days (Manager)
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Class Start Date = 7 Days from Today's Date |
Class "Start Date"
Student Status "Active"
Student Class Status "Enrolled" |
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Class Starts in 7 Days (Secondary Approver)
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Class Start Date = 7 Days from Today's Date |
Class "Start Date"
Student Status "Active"
Student Class Status "Enrolled" |
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Class Starts in 7 Days (Training Admin)
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Class Start Date = 7 Days from Today's Date |
Class "Start Date"
Student Status "Active"
Student Class Status "Enrolled" |
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Class Starts in 7 Days (Instructor)
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Class Start Date = 7 Days from Today's Date |
Class "Start Date"
Student "Active" |
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| Class Approval 2 Days Past Due |
Class Request Date = 2 Days Past |
Class Approval Status/Date
Student "Active" |
This alert is re-occurring until the approval is done. |
Outstanding Class Survey (Student)
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Class End Date = 7 Days Past |
Survey Incomplete
Class Status "Closed"
Student Enrollment Status = 'Complete"
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Outstanding Class Test (Student)
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Class End Date = 7 Days Past |
Test Incomplete |
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External Class Approval 2 Days Past Due (Approver)
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Request Date = 2 Days Past |
Request "Pending Request Approval" Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
External Class Approval 14 Days Past Due (Fill in the Blank)
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Request Date = 14 Days Past |
Request "Pending Request Approval" Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
External Class Complete Approval 2 Days Past Due (Approver)
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Request Date = 2 Days Past |
Request "Pending Completion Approval"
Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
External Class Complete Approval 14 Days Past Due (Fill in the Blank)
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Request Date = 14 Days Past |
Request "Pending Completion Approval" Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
| External Class Reimbursement Alert (Custom) |
Request Date = 1 Day Past |
External Class Status = Complete
Student Status = Active
All Completion Approvers (if there are approvers) have approved.
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This alert goes out one time to a designated email to initiate reimbursement. |
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Tuition Assistance Approval 2 Days Past Due (Approver)
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Request Date = 7 Days Past |
Request "Approval" Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
Tuition Assistance Approval 14 Days Past Due (Fill in the Blank)
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Request Date = 14 Days Past |
Request "Approval" Status/Date
"Active" Students |
This alert is re-occurring until the approval is done. |
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| Welcome Alerts |
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Welcome to Cyber Train Alert
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Hire Date = 1 Day Past Today's Date |
Student Status = Active |
There is a standard email template available. The email template has an option to send upon manually adding a new student into the system. |
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Required Training Alert - 3 Days past hire date (Manager)
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Hire Date = 3 Days Past Today's Date |
Student Status = Active
Student Manager contains a value
At least 1 Requirement is listed on Activity Page
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Required Training Alert - 3 Days past hire date (Student)
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Hire Date = 3 Days Past Today's Date |
Student Status = Active
At least 1 Requirement is listed on Activity Page
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Required Training Alert - 7 Days past hire date (Manager)
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Hire Date = 7 Days Past Today's Date |
Student Status = Active
Student Manager contains a value
At least 1 Requirement is listed on Activity Page
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Required Training Alert - 7 Days past hire date (Student)
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Hire Date = 7 Days Past Today's Date |
Student Status = Active
At least 1 Requirement is listed on Activity Page
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| License Level Approaching |
1st of the month
OR
Mondays
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Active Student Count is above 90% (1st of the month
Active Student Count is above 95% (Mondays)
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Sends an email to productsupport@visibilitysoftware.com which will create a case and send a confirmation to the customer's default account. |