Email Templates for SMCR

Issue #903 resolved
Emil Reisser-Weston created an issue

Additional email templates are required to automatically send out alerts when tasks are overdue. Example template/alert combinations identified are:

  • Senior Manager needs to Accept SMF
  • Senior Manager needs to Accept Responsibility
  • Certification Staff needs to accept CF
  • Compliance Manager needs to sign off Senior Manager
  • Compliance Manager needs to sign off Certification Staff member
  • Compliance Manager is notified that a committee has become understaffed and needs new member(s)
  • Senior Managers are notified of their approval
  • Certification staff members are notified of their approval

You have been assigned a SMF under the SMCR - Using existing “Learner needs to Accept Function/Responsibility“ template

You have been assigned %%FUNCTION%% function.
Please accept or reject this and add comments and upload documentation as appropriate.

Follow the link should you wish to review it.

You have been assigned a responsibility under the SMCR

You have been assigned %%RESPONSIBILITY%% responsibility.
Please accept or reject this and add comments and upload documentation as appropriate.

Follow the link should you wish to review it.

You have been assigned a certification function under the SMCR

You have been assigned %%FUNCTION%% function.
Please accept or reject this and add comments and upload documentation as appropriate.

Follow the link should you wish to review it.

Senior Manager requires sign-off

\%%SENIOR_MANAGER%% has completed all the necessary documentation and training is ready to be signed off.
Please visit their account and select the sign-off button if satisfied.

Follow the link should you wish to review it.

Certification Staff Member requires sign-off

\%%CERTIFICATION_STAFF_MEMBER%% has completed all the necessary documentation and training is ready to be signed off. Please visit their account and select the sign-off button if satisfied.

Follow the link should you wish to review it.

Committee needs new member(s)

\%%COMMITTEE%% committee has become understaffed and needs new member(s).

Follow the link should you wish to review it.

Senior Manager Approval

Congratulations - you have been granted approval in line with the SMCR Regulation.
You can log into your account and print off this year’s Statement of Responsibilities.

Follow the link should you wish to review it.

Certification Staff Approval

Congratulations - you have been granted approval in line with the SMCR Regulation.
You can log into your account and print off this year’s Certificate of Completion.

Follow the link should you wish to review it.

Comments (10)

  1. Emil Reisser-Weston reporter
    • changed status to open

    Has this been submitted to the create site? Please confirm if we are doing? Senior Manager needs to Accept SMF Senior Manager needs to Accept Responsibility Certification Staff needs to accept CF And I cannot find "Compliance Manage rneeds to sign off etc."?

  2. Lauris Mikulans

    This functionality exist already as other templates:

    • You have been assigned a SMF under the SMCR
    • You have been assigned a responsibility under the SMCR
    • You have been assigned a certification function under the SMCR

    Those you told me to leave as is, you mentioned custom reports with email functionality can be created:

    • Senior Manager requires sign-off
    • Certification Staff Member requires sign-off

    When Committee member rejects position this e-mail is triggered:

    • Committee needs new member(s)

    When Staff is signed off, he gets those emails:

    • Senior Manager Approval
    • Certification Staff Approval

    Create/Simmons/Demo site updated.

  3. Emil Reisser-Weston reporter

    Test case: Administrator17

    I have made a mistake - custom reports would be able to email the senior managers and certfiication staff and tell them they require sign off but would not alert the Compliance Manager that these people need sign off.

    We should have a weekly alert that emails all managers that those people for whom they are responsible for - where appropriate - have completed all of their learning resources and are ready for sign off. We can use this alert on all versions of the programme where we sign off the status of a trainee once they have completed all training.

    • Senior Manager requires sign-off
    • Certification Staff Member requires sign-off
  4. Log in to comment