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To save you even more time, you have a system that allows you to automatically trigger alerts.
Whether via notifications on Edusign or by email to your learners and/or their apprenticeship master, as well as account administrators under certain conditions.
Caution! You will find the apprenticeship masters or tutors under the term and in the "External" tab once on Edusign.
This tab encompasses all the external contacts of your organization and will allow you to add all the tutors of your learners.
The possibilities are numerous, and you can fully customize your alerts to match your organization's needs.
For example, alerts will allow you to:
Avoid the manual analysis of each absence and/or delay of your learners.
Avoid sending an email to each concerned party in case of repeated absences/delays.
Prevent pathway dropouts as quickly and infallibly as possible.
✏️ Written Guide ✏️
1️⃣ Choose the person and conditions to monitor 🔍
To ensure the attendance of all parts of your training, indicate which type of contact to monitor: Learners or Instructors
Define for each:
The type of alert:
Learners: Number of absences, hours of absence (justified and unjustified) justified absences (number, hours, days), unjustified (number, hours, days), delays, early departures, or cases of cheating.
Instructors: Number of absences (hours, days).
The rule:
Greater than or equal to
Less than or equal to
Between two values inclusive
The number: However you wish!
The period: Days, months, years, it's up to you!
Learners
Instructors
2️⃣ Filter your learners
By group
If you set up a learner alert, you can filter by either included or excluded groups! Maximum precision 🧙
By training
If you set up a learner alert, you can filter by either included or excluded trainings!
Maximum precision 🧙
3️⃣ Set the actions upon alert triggering
Alert mail
To be alerted by an external messaging service, enable mail sending:
To the learner in question.
To the apprenticeship master of the learner.
To one or multiple administrators of the account
Webhook
Note: for those with an advanced level with computer systems
If you use automated systems, or an external alert system, set up a webhook URL to receive the notification 😉
4️⃣ Fully customize the alert email for each contact
Do your learners' apprenticeship masters or your contacts need a personalized email? Fully customize the alert email that will be sent to them.
Note: For each type of contact, you have variables to add in your email template 😉
5️⃣ Fine-tune your alert: Name, Start Date, Recurrence
Name your alert
You can name your alert to find it more easily and assign it a color so that it stands out more clearly in the list of your notifications. 🤗
Specify a start date
Your trainings only begin on the 15th of the month, and past absences do not count? Specify the start date that suits you!
Activate a recurrence period so as not to recreate it
To avoid recreating an alert for each new period of your trainings, you can add a recurrence. For example:
If it is set to 365 days from September 2022, in September 2023 everything before September 2023 will be ignored.
If it is set to 30 days from June 1, 2023, by July 1 everything before, including the month of June, will be ignored.
The recurrence of an alert allows you to create cycles for school years or training sessions without having to delete an alert and create a new one. 🤗
Your alert will then be visible in the Scheduled Alerts tab.
If the alert conditions are met, the defined Actions will take place, and you will necessarily receive a notification in the namesake tab, a webhook, and/or personalized emails. 🤗
Also discover:
To go further, visit our help center.
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