Introduction

This article describes the configuration of the messages that can be used in the Training Module.

Prerequisites

• You must have access to the admin rights of the training module.
• The email adresses of the users must be filled in.
• In Admin > Training > Settings the "Training invitation type" needs to be filled in.
  • Email: the application will send an e-mail
  • MicrosoftGraph: see Send training invitations using Outlook Meeting Requests with Microsoft Graph – epowerhr

General

When the training module is activated the application will add 7 standard messages. 3 for the external trainings and 4 for the catalogue trainings. The configuration should be checked regarding the settings of the approval workflow.

• Notify approver (catalogue training)
• Notify approver (external training)
• Training approved (catalogue training)
• Training approved (external training)
• Training not approved (catalogue training)
• Training not approved (external training)
• e-learning

The messages will be send when the occurrence or event presents itself, accordingly to the criteria that are configured in the message.

How to configure messages for training

To configure the messages, go to Admin-General-Messages.

Click edit to see the details of the message.

In the Criteria Tab you can configure the following:

• Send type: Should the message be sent automatically when the occurrence happens, or manually?
• The Name of the message.
• The process for which the message must be sent, in this case 'Training'.
• Training Type: External or catalogue trainings.
• The event which triggers the message to be sent.
  • End of training session: the system will ALWAYS send an e-mail at the end of a training session, regardless of what has been configured in the session itself.
  • Evaluation not finished: the system will send a message when an evaluation is available which has not been finished yet. The configuration in the session itself is taken into account in this case.
• Depending on which event, an additional field with Number of days will be displayed. Here you decide when the message must be sent.

In the tab 'Message' you can configure the message.

• Select the roles to whom you want to send the message. Click the right arrow to add them to the send list.
• If needed, do the same for the CC recipients.
• In the field 'If role is missing, send e-mail to' you can add an email address that will be used when one of the roles is missing.
• Fill in the subject of the e-mail. Click translations if you use multiple languages in the application.
• In the field 'Body' you can type the message. On the right side of your screen, you can see and add fields to the message.
• Click Show translations if you use multiple languages in the application.
• Click Save in the right lower corner.

To add formatting to the message, you need to add html code:

The most commonly used are

• <br/> for an enter
• <b>Text</b> to put Text in bold
• <i>Text </i> to put Text in italic
• <u>Text</u> to Underline text