Notifying people about their training and other requirements
The article covers:
- Introduction into Notifying people
- Modules that you can create people notifications for
- Typical use cases for people notifications
- How to set up a notification to a person
INTRODUCTION TO NOTIFYING PEOPLE
In Assure you can send an email notification to any people/person on your person register to notify them about any records they are linked to and they need to complete something for. This makes it quicker to communicate to them directly out of Assure, even if these people are not users, to ensure that their activities get completed.
Typical examples:
- Your training is due in the next x days. Please ensure you complete your training.
- Your annual DSE assessment is due x please complete a new DSE assessment using X form
If you prefer to watch a short video taking you through the basic steps, please use this video as a short guide.
MODULES THAT YOU CAN CREATE PEOPLE NOTIFICATIONS FOR
In Assure you can link people/persons from your person register (people module) to a record in any of these modules:
- Training record
- Training Needs Analysis
- Project Details
- Incident Record
- Vehicle Incident
- Supplier / Contractor
- Employment History
- Health Surveillance
- Driving License Details
- Activity Risk Assessment
- DSE Assessment
- Noise Assessment
- Job Hazard Analysis
- Equipment Issue
- Air Emissions
- Release to Water
- Land Contamination
- Aspects and Impacts
A person on the people register cannot log in to Assure or AssureGO+ unless they also have a user account set up as well. A user account and a person on the person register are not connected.
However, you may need to still send an email notification to them so they are aware of an activity that they need to do.
TYPICAL USE CASE FOR PEOPLE NOTIFICATIONS
Training (including training to be completed in Evotix Learn)
- Your training is due in the next x days/months
- Your training is now overdue by x days/months
- Your training has been amended
Heath Surveillance
- Your health surveillance visit is due on x date
- Your health surveillance is overdue by x days/month
Driving Licence details
- Your driving licence information is due to expire on x date, please submit a copy of your latest licence information
DSE
- Your annual DSE assessment is due x please complete a new DSE assessment using X form
- Your DSE assessment is now overdue by x days/months
Equipment Issue
- Your hard hat is now due to be returned on x date
- You require replacement filters for your equipment on x date
- Your laptop is due to be returned for PAT testing by x date
Activity Risk Assessment (assessor)
- Risk assessment x is due to be reassessed by x date
Supplier/Contractor
- Your insurance certificate is due to expire, please submit a new certificate by x date
Noise Assessment
- You are now due/overdue to undertake a new noise assessment, please submit a new assessment by x date
SETTING UP A NOTIFICATON TO A PERSON
People notifications are set up like any other notification. Go to this knowledge base article for a detailed step by step guide. Notifications
Things to note:
1. Set up an email template:
CLICK HERE to follow this guide to configure an email template
If you have integrated the Evotix Learn platform into Assure Training, you can create an email template that links directly to the Evotix Learn Mission that needs to be completed.
2. Set up the audience
The audience for these notifications will be Person(s) linked to a record. To ensure the email can be send your people your people register need to have a valid email address linked to them. The person also must be active.
3. Set up the notification
CLICK HERE to Follow the general steps of setting up notifications.
In the recipient section you will select Person(s) Linked to the Record
Example set up for Training