Workflow Notifications and Attachments

Minimum Enrollment Met Alert

This section describes the delivered minimum enrollment met alert workflow notification.

Trigger Description	When the minimum enrollment for the activity has not been met. Minimum enrollment is set in the Enrollment group box of the Activity Details page.
Action Description	Alerts the activity administrator and activity owner that the minimum enrollment has not been met for an activity. This notification helps the administrator decide whether to cancel the activity due to low enrollment. This notification is not sent out if the minimum enrollment has been met.
Template Name	LM_ACT_MINEN
Processing Type	Batch

See Also

Learning Period Expiration

This section describes the delivered learning period expiration workflow notification.

Trigger Description	When the number of days before the learning period end date has been met as defined in the Send Warning field on the Activity Details page, or when the activity end date has been met, as defined on the Activity Details page, which ever comes first.
Action Description	Alerts the learner that the learning period of an activity in which the learner is enrolled is going to expire in a given number of days. This is useful in alerting learners who have not yet completed their learning, since they may not have access to the learning components after the learning period expires.
Template Name	LM_ACT_LRNPD
Processing Type	Batch

See Also

Catalog Item Update

This section describes the delivered catalog item update workflow notification.

Trigger Description	Alerts the catalog item owner that the item definition has been updated.
Action Description	When a catalog item is modified.
Template Name	LM_CS_CI_UPDATE
Processing Type	Realtime Transaction

See Also

Creating Catalog Items

Learning Objectives Workflow Notifications

This section lists the delivered workflow notifications the system uses to send out automatic objectives notifications to administrators. The delivered workflow notifications include:

Competency table update.
Person competency update.
OBJV rating models.

Competency Table Update

This section describes the delivered Competency Table Update workflow notification.

Trigger Description	Run the competency synch messages.
Action Description	Notifies the Application Message Administrator when: Updates are made successfully. Add message is received and record already exists. Change message is received and records do not exist. Delete notification is received.
Template Name	LM_OBJV_COMPETENCY
Processing Type	Realtime Transaction

Person Competency Update

This section describes the delivered Person Competency Update workflow notification.

Trigger Description	Run the person competency synch messages.
Action Description	Notifies the Application Message Administrator when: Message is successfully processed. Delete message is received and error is not processed. Person does not exist in Enterprise Learning Management and error message is not processed. Competency code is not defined in Enterprise Learning Management and error message is not processed.
Template Name	LM_OBJV_PERSON_COMPETENCY
Processing Type	Realtime Transaction

OBJV Rating Models

This section describes the delivered OBJV Rating Models workflow notification.

Trigger Description	Run the rating model synch messages.
Action Description	Notifies the Application Message Administrator when: A new rating model is successfully added. A subscription was unsuccessful due to an action being something other than update.
Template Name	LM_OBJV_RATING_MODELS
Processing Type	Realtime Transaction

Curricula and Certification Workflow Notifications

This section lists the delivered workflow notifications the system uses to send out automatic program notifications to learners whenever there is a relevant registration status change for a curriculum or certification registration. Use the Enrollment Notifications page to generate these notifications.

The delivered workflow notifications includes:

Program registration approval.
Program registration approval to manager.
Program registration confirmation notice.
Program completion notice.
Program registration drop notice.
Program registration denied.
Program pending payment.
Coordinator assignment notification.
Certification issue.
Certification reissue.
Certification warning.
Certification expiration.
Certification revocation.
Certification waiver.
Registration incomplete.

Program Registration Approval

This section describes the delivered Program Registration Approval workflow notification.

Trigger Description	Learner registers for the program and the program requires approval. Also generated when training units or purchase order is used as the payment method, the program requires payment approval, and the training unit pool or purchase order has an owner assigned.
Action Description	Alerts the learner that registration for the program is pending approval. Provides the learner with the program name, program code, registration confirmation number, and registration status. Directs the learner to the My Learning page for more details.
Template Name	LM_REG_PEAP_LRNR
Processing Type	Batch

See Also

Program Registration Approval to Manager

This section describes the delivered Program Registration Approval to Manager workflow notification.

Trigger Description	Learner registers for the program and the program requires approval.
Action Description	Alerts the manager that she or he must approve this registration request. Provides the manager with learner's name, program name, program code, confirmation number, and registration status. Directs the manager to the Learning Approvals page to approve or decline the request.
Template Name	LM_REG_PEAP_MGR
Processing Type	Batch

See Also

Program Registration Confirmation Notice

This section describes the delivered Program Registration Confirmation Notice workflow notification.

Trigger Description	A learner, manager, or administrator registers learner for a program and learner is successfully registered or an administrator updates a learner's program status to Register.
Action Description	Confirms learner's program registration. Provides the learner with program name, program code, confirmation number, and registration status. Directs the learner to the My Learning page for more details.
Template Name	LM_REG_CONF
Processing Type	Batch

See Also

Updating Learner Registration and Certification Status

Program Completion Notice

This section describes the delivered Program Completion Notice workflow notification.

Trigger Description	Learner completes the program.
Action Description	Confirms learner's completion of the program. Provides the learner with program name, program code, confirmation number, and registration status. Informs the learner that her or his learning history will be updated to reflect the accomplishment. Directs the learner to the All Learning page for more details.
Template Name	LM_REG_COMP
Processing Type	Batch

Program Registration Drop Notice

This section describes the delivered Program Registration Drop Notice workflow notification.

Trigger Description	A learner, manager, or administrator drops a program registration.
Action Description	Alerts the learner that her or his registration for the program has been dropped. Provides the learner with program name, program code, confirmation number, and registration status.
Template Name	LM_REG_DROP
Processing Type	Batch

Program Registration Denied

This section describes the delivered Program Registration Denied workflow notification.

Trigger Description	An approver denies a registration.
Action Description	Alerts the learner that her or his registration for the program has been denied. Provides the learner with program name, program code, confirmation number, and registration status.
Template Name	LM_REG_DENIED
Processing Type	Batch

Program Pending Payment

This section describes the delivered Program Pending Payment workflow notification.

Trigger Description	Learner registers in a program using Cash or Check as payment method.
Action Description	Alerts the learner that registration for the program is pending payment. Provides learner with the program code, program name, confirmation number and registration status.
Template Name	LM_REG_PEPA_LRNR
Processing Type	Batch

See Also

Sending Program Notifications

Coordinator Assignment Notification

This section describes the delivered Coordinator Assignment Notification workflow notification.

Trigger Description	The administrator assigns the instructor as a coordinator for a program.
Action Description	Informs the instructor that she or he has been assigned coordinator for the certification program. Provides instructor with program name and program code. Refers instructors to the Instructor Schedule page for details.
Template Name	LM_LECR_COORD_RMNDR
Processing Type	Batch

See Also

Defining Program Details

Certification Issue

This section describes the delivered Certification Issue workflow notification.

Trigger Description	An administrator issues a certification using a status of Complete.
Action Description	Alerts the learner that her or his certification has been issued. Provides the learner with the certification name.
Template Name	LM_LECR_CERT_ISSUE
Processing Type	Batch

Certification Reissue

This section describes the delivered Certification Reissue workflow notification.

Trigger Description	An administrator reissues a certification using a status of Reissue.
Action Description	Alerts the learner that her or his certification for the program has been reissued. Provides the learner with the certification name.
Template Name	LM_LECR_CERT_REISSUE
Processing Type	Batch

Certification Warning

This section describes the delivered Certification Warning workflow notification.

Trigger Description	An administrator changes the status of a certification to Warning or the current date is equal to the number of days before the expiration date as defined in the Expiration Warning Period field on the Program Details page. In the second case, you must run the Program Status Updates process before the notification can be sent.
Action Description	Alerts the learner that her or his certification for the program will expire. Provides the learner with the certification name.
Template Name	LM_LECR_CERT_WARNING (Used when an administrator sets the status to Warning) LM_LECR_CERT_RMNDR (Batch)
Processing Type	Batch

Certification Expiration

This section describes the delivered Certification Expiration workflow notification.

Trigger Description	An administrator changes the status of a certification to Expired or the current date is equal to the end of the grace period. In the second case, you must run the Program Status Updates process before the notification can be sent.
Action Description	Alerts the learner that her or his certification for the program has expired. Provides the learner with the certification name.
Template Name	LM_LECR_CERT_EXPR (Used when an administrator sets the status to Expired) LM_LECR_CERT_NOTIF (Batch)
Processing Type	Batch

Certification Revocation

This section describes the delivered Certification Revocation workflow notification.

Trigger Description	An administrator changes the status of a certification to Revoked.
Action Description	Alerts learner that her or his certification has been revoked. Provides learner with program name and reason code. Provides learner with the full name of the administrator who take the action.
Template Name	LM_LECR_CERT_REVOKE
Processing Type	Batch.

Certification Waiver

This section describes the delivered Certification Waiver workflow notification.

Trigger Description	An administrator changes the status of a certification to Waived, or adds new supplemental learning for a certification.
Action Description	Alerts learner that her or his certification has been waived. Provides learner with program name.
Template Name	LM_LECR_CERT_WAIVER
Processing Type	Manually processed by administrator using the View Certification Roster page (Enterprise Learning, Learner Tasks, Administer Program Rosters, Administer Program Rosters).

Registration Incomplete

This section describes the delivered Registration Incomplete workflow notification.

Trigger Description	An administrator changes the status of a program to Not Completed or the learner fails to complete the certification prior to the target completion date and the learner is marked Not Completed. In the second case, you must run the Program Status Updates process before the notification can be sent.
Action Description	Notifies learner that her or his status for the certification is now incomplete because it was not completed by the target completion date. Provides learner with program name, program code, confirmation number, and registration status. Directs learners to All Learning page for more details about this certification.
Template Name	LM_REG_INCO
Processing Type	Batch

Certification Reminder and Warning Workflow Notifications

This section lists the delivered workflow notifications the system uses to send out automatic program notifications to learners whenever there is a reminder or warning for a certification. Schedule these notifications through the Program Notifications page.

The delivered workflow notifications include:

Certifications expiration reminder.
Certifications completion warning.
Recertifications expiration reminder.
New program requirement update.

See Also

Certifications Expiration Reminder

This section describes the delivered Certifications Expiration Reminder workflow notification.

Trigger Description	The current date is equal to learner's certification expiration date minus the number of days set in Expiration Warning Period field on the Program Details page.
Action Description	Reminds the learner that a program will soon expire. Provides the learner with program name, program code, and expiration date. Directs the learner to the Certification Status page to register for the recertification program.
Template Name	LM_LECR_EXPR_RMNDR
Processing Type	Batch

Certifications Completion Warning

This section describes the delivered Certifications Completion Warning workflow notification.

Trigger Description	The current date is equal to learner's target completion date minus the number of days set in Completion Warning Period field on the Program Details page.
Action Description	Reminds learner of the upcoming deadline for the certification. Provides learner with program name, program code, and target completion date. Warns learner that failure to complete all requirements by the due date will result in an incomplete and require a new registration.
Template Name	LM_LECR_COMP_RMNDR
Processing Type	Batch

Recertifications Expiration Reminder

This section describes the delivered Recertifications Expiration Reminder workflow notification.

Trigger Description	The current date is equal to learner's recertification date minus the number of days set in Recertification Warning Period field on the Program Details page.
Action Description	Reminds learner of the upcoming deadline for the recertification. Provides learner with program name, program code, and recertification deadline. Warns learner that failure to complete appropriate recertification by the deadline will result in expiration of certification and require full certification again.
Template Name	LM_LECR_RECERT_RMNDR
Processing Type	Batch

New Program Requirement Update

This section describes the delivered New Program Requirement Update workflow notification.

Trigger Description	An administrator updates the requirements of a certification and selects the option to update the learner’s certification record.
Action Description	Alerts learner that new program requirements have been added to her or his certification. Provides learner with program name.
Template Name	LM_LECR_CERT_UPDATE
Processing Type	Batch
Process Name	LM_CERT_UPD

Enrollment Workflow Notifications

This section lists the delivered workflow notifications that the system uses to send out automatic enrollment notifications to learners whenever there is a relevant enrollment status change for an activity enrollment. With the exception of the Waitlist Threshold Met Notification, which is generated through the Run Waitlist Notification page, the enrollment notifications listed here are generated through the Enrollment Notifications page.

The delivered workflow notifications include:

Enrollment pending approval.
Pending approval to manager or owner.
Enrollment pending payment.
Enrollment waitlisted.
Insufficient balance.
Enrollment confirmation.
Activity completion.
Activity incomplete.
Activity cancellation.
Supplemental learning denied
Activity enrollment denied
Enrollment dropped.
Waitlist threshold met.

Enrollment Pending Approval

This section describes the delivered Enrollment Pending Approval workflow notification.

Trigger Description	Learner enrolls in an activity or a manager or administrator enrolls a learner in an activity that requires manager or administrator approval, and someone other than the required approver does the enrollment.
Action Description	Alerts the learner that enrollment in the activity is pending approval. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, and enrollment status. Directs the learner to the My Learning page for more details.
Template Name	LM_ENRLMT_PDAPPRV_ILT
Processing Type	Batch

See Also

Pending Approval to Manager or Owner

This section describes the delivered Pending Approval to Manager or Owner workflow notification.

Trigger Description	Learner enrolls in an activity, or an administrator enrolls a learner in an activity, and the activity requires manager approval. Learner enrolls in an activity, or a manager or administrator enrolls a learner in an activity, training units or purchase order is used as the payment method, the activity requires payment approval, and the training unit pool or purchase order has an owner assigned.
Action Description	Alerts the manager, training unit pool owner, or purchase order owner that she or he must approve this enrollment request. Provides the manager, training unit pool owner, or purchase order owner with the learner's name, activity name, activity code, delivery method type, start and end dates, confirmation number, and enrollment status. Directs the manager to the Learning Approvals page to approve or decline the enrollment request.
Template Name	LM_PDAPPRV_MGR_ILT
Processing Type	Batch

See Also

Enrollment Pending Payment

This section describes the delivered Enrollment Pending Payment workflow notification.

Trigger Description	Learner enrolls in an activity, or a manager or administrator enrolls a learner in an activity, and cash or check is used as the payment method during enrollment.
Action Description	Alerts the learner that enrollment in the activity is pending payment. Provides the learner with the activity name, activity code, confirmation number, and enrollment status. Directs the learner to the My Learning page for more details.
Template Name	LM_ENR_PEPA_LRNR
Processing Type	Batch

See Also

Enrollment Waitlisted

This section describes the delivered Enrollment Waitlisted workflow notification.

Trigger Description	Learner enrolls in an activity, or a manager or administrator enrolls a learner in an activity, and the learner is added to the activity waitlist because the activity is full. Manager, administrator, training unit pool owner, or purchase order owner approves a learners enrollment request for an activity, and the learner is added to the activity waitlist because the activity is full.
Action Description	Alerts the learner that she or he has been added to the waitlist. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, enrollment status, waitlist priority number, and last drop date. Directs the learner to the My Learning page for more details.
Template Name	LM_ENRLMT_WTLIST_ILT
Processing Type	Batch

See Also

Updating Enrollment Statuses and Managing Waitlists for Activities

(FRA) Updating Learning Classifications and Training Hours for France

Insufficient Balance

This section describes the delivered Insufficient Balance workflow notification.

Trigger Description	A seat opens up in an activity and the system attempts to enroll a waitlisted learner, but there are insufficient funds in the training unit pool or purchase order. The learner remains waitlisted.
Action Description	Alerts the learner that enrollment in the activity failed due to insufficient funds in the training unit pool or purchase order. Provides the learner with the activity code and activity title.
Template Name	LM_ENR_INSUF_BAL
Processing Type	Batch

Enrollment Confirmation

This section describes the delivered Enrollment Confirmation workflow notification.

Trigger Description	Learner enrolls in an activity, or a manager or administrator enrolls a learner in an activity, and the learner's enrollment status is enrolled. Manager, administrator, training unit pool owner, or purchase order owner approves a learners enrollment request for an activity. System enrolls a waitlisted learner or an administrator manually enrolls a waitlisted learner.
Action Description	Confirms the learner's activity enrollment. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, enrollment status, and last drop date. Directs the learner to the My Learning page for more details.
Template Name	LM_ENRLMT_CONF_ILT
Processing Type	Batch

See Also

Updating Enrollment Statuses and Managing Waitlists for Activities

Activity Completion

This section describes the delivered Activity Completion workflow notification.

Trigger Description	Learner completes an activity.
Action Description	Confirms the learner's completion of the activity. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, enrollment status, and completion date. Directs the learner to the All Learning page for more details.
Template Name	LM_ENRLMT_CMPL_ILT
Processing Type	Batch

Activity Incomplete

This section describes the delivered Activity Incomplete workflow notification.

Trigger Description	Learner fails to complete the activity within the allotted time-frame.
Action Description	Alerts the learner that she or he did not complete the learning activity. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, and enrollment status. Directs the learner to the All Learning page for more details.
Template Name	LM_ENRLMT_INCO_ILT
Processing Type	Batch

Activity Cancellation

This section describes the delivered Activity Cancellation workflow notification.

Trigger Description	Learning activity is cancelled. Select Inactive in the Status field on the Activities - Activity Details page to cancel an activity.
Action Description	Alerts the learner that his or her enrollment is dropped because the learning activity is cancelled. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, and enrollment status.
Template Name	LM_ENRLMT_CNCLED_ILT
Processing Type	Batch

See Also

Supplemental Learning Denied

This section describes the delivered Supplemental Learning Denied workflow notification.

Trigger Description	One of the approvers denies a request to receive credit for supplemental learning.
Action Description	Alerts the learner that the supplemental learning is denied. Provides the learner with the supplemental learning name and type, the start date, and the end date.
Template Name	LM_ADHC_DENIED
Processing Type	Batch

See Also

Activity Enrollment Denied

This section describes the delivered Activity Enrollment Denied workflow notification.

Trigger Description	One of the approvers denies an activity enrollment.
Action Description	Alerts the learner that the activity enrollment that she or he requested is denied. Provides the learner with the activity name, activity code, delivery method, the start date, and the end date.
Template Name	LM_ENRLMT_DENIED
Processing Type	Batch

See Also

Enrollment Dropped

This section describes the delivered Enrollment Dropped workflow notification.

Trigger Description	Learner drops an activity, or a manager or administrator drops a learner's enrollment in an activity. Manager, administrator, training unit pool owner, or purchase order owner denies an enrollment request from a learner.
Action Description	Alerts the learner that she or he is dropped from the learning activity. Provides the learner with the activity name, activity code, delivery method type, start and end dates, confirmation number, and enrollment status.
Template Name	LM_ENRLMT_DPDNED_ILT
Processing Type	Batch

See Also

Updating Enrollment Statuses and Managing Waitlists for Activities