Module | Used For | Standard Recipients Available | Example Workflow Rules Available | Action Trigger Dates Available in Workflows | Key Fields Available |
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Course | Communicating Course Information i.e. Course Statistics / Profitability i.e. Course has been cancelled i.e. Course has completed | | Course Status is Available, In Progress, Fully Booked Course Type is Class or Web Active Tasks is greater than 1 Fill Rate is less than 50% Training Provider
| | @@CourseID @@CourseName @@StartEndDateString @@Status @@Places @@CandidatesBooked @@FillRate (%) @@ViabilityForecast @@ResourcesUnallocated
|
Booking | Communicating Booking Information i.e. Booking Confirmations | Booker Employers Email Address Booker Managers Email Address Booking User Email Address
| Rules are not often used with this module | Booking Date Booking Status Updated Current Date Current Date Time
| @@BookingUserName @@BookingSummary
|
Invoice | Communicating Invoice Information i.e. Invoice Generated i.e. Invoice Overdue i.e. Invoice Fully Paid | Invoice Email Address Issuer Email Address Target Email Address
| | Current Date Current Date Time Date Created Date Due Date Generated Date Updated Tax Point
| @@TargetUserFullName @@TargetCompanyName @@Reference
@@AmountPaid
@@Outstanding
@@PONumber
|
Password Reset Request | Sending out password reset links when requested by users | | If one language and one workflow, no rules are needed If multiple languages are needed, multiple workflows are required and you will need to add the following rule: | | |
Placeholder | Communicating Placeholder Information i.e. Cancelled Placeholder i.e. Placeholder with unassigned Places | Booking User Email Owner Email
| Placeholder Status is Cancelled / Transferred / Active Course Status is Cancelled / Available Unused places is greater than 0 Training Provider isx
| Booking Date Course End Date Course Start Date Current Date Current Date Time
| @@CourseID @@CourseName @@CourseDateStartDate @@CourseDateEndDate @@Quantity
|
User Award | Communicating User Award Information i.e. Award is due to Expire i.e. Target Date is approaching | | | Course Start Date Current Date Current Date Time Date Completed Date Created Expires Expiry Date Target Date
| @@UserFullname @@AwardLabel @@Expires
|
Delegate | Communicating Delegate and Trainer Information for all types of Courses i.e. Delegate Confirmation i.e. Delegate Certification i.e. Delegate Cancellation | | Delegate Status has changed Delegate Status is Completed / Transferred / Cancelled / Booked / Failed / No Attend Is Session Candidate equals No Course Status is not Cancelled Type is Trainer / Delegate Invoice Status Is In Completed (Note: This rule cannot be used as a trigger for a Delegate module workflow as updating an Invoice doesn't update a Delegate record)
| Course End Date Course Start Date Current Date Current Date Time Date Cancellation Last Requested Date Created Date Updated (whenever the Delegate is updated, e.g. status changed, name change, etc.) Delegate DOB
| |
Class Delegate | Communicating Delegate & Trainer Information for Classroom Courses only i.e. Joining Instructions i.e. Course Date Reminder | | Delegate Status has changed Delegate Status is Completed / Transferred / Cancelled / Booked / Failed / No Attend Is Session Candidate equals No Course Status is not Cancelled Type is Trainer / Delegate Delivery Method is Public / In House
| Course End Date Course Start Date Current Date Current Date Time Date Cancellation Last Requested Date Created Date Updated (whenever the Delegate is updated, e.g. status changed, name change, etc.) Delegate DOB
| |
Document Delegate | Communicating Delegate Information for Document Courses only i.e. How to access your document | | Delegate Status has changed Delegate Status is Completed / Transferred / Cancelled / Booked / Failed Is Session Candidate equals No
| Course End Date Course Start Date Current Date Current Date Time Date Cancellation Last Requested Date Created Date Updated (whenever the Delegate is updated, e.g. status changed, name change, etc.) Delegate DOB Password Expiry Date Package Start Date
| @@CandidateForename @@CandidateSurname @@CourseName
|
eLearning Delegate | Communicating Delegate Information for eLearning Courses only i.e. How to access your eLearning | | Delegate Status has changed Delegate Status is Completed / Transferred / Cancelled / Booked / In Progress Failed Success Status Is In Passed Package Expiry Date is in the next 30 days
| Course End Date Course Start Date Current Date Current Date Time Date Cancellation Last Requested Date Created Date Ended Date Started Date Updated (whenever the Delegate is updated, e.g. status changed, name change, etc.) Delegate DOB Password Expiry Date Package Start Date
| |
Web Delegate | Communicating Delegate & Trainer Information for Web Courses only i.e. Joining Instructions i.e. Course Date Reminder | | Delegate Status has changed Delegate Status is Completed / Transferred / Cancelled / Booked / Failed / No Attend Is Session Candidate equals No Course Status is not Cancelled Type is Trainer / Delegate Delivery Method is Public / In House
| Course End Date Course Start Date Current Date Current Date Time Date Cancellation Last Requested Date Created Date Updated (whenever the Delegate is updated, e.g. status changed, name change, etc.) Delegate DOB
| @@CandidateForename @@CandidateSurname @@CourseName @@CourseDateStartDate @@CourseDateEndDate
|
User Role | Communicating when a user's roles have changed i.e. A user has been assigned the Training Administrator role | You need to enter an email address to be a recipient of User Role emails i.e. a shared training inbox email address | | Current Date Current Date Time
| |