Summary

Create users and groups, and maintain accounts

• Portal Invite:  Invite users to the portal. The email contains a link that creates a membership for the user in your portal. You can manually resend the invite email from the pending users

Note: we recommend creating users, when possible, so you can add them to their group. You will have to wait until your employee accepts their invitation when using the invite option.

• Portal Invite Reminders: Remind users that they have an invite outstanding to your portal. You can send up to 3 reminders, at weekly intervals. The application sends reminders by default, but you can ask the Safety Made Simple Support team to disable them, or change the intervals. 
• Group Invite: Invite new users to join a specific group in your portal. Users who already exist in your portal are just added to the group and don't receive an email. 
• Self-register confirmation: Ask the user to confirm self-registration. Safety Made Simple recommends using this confirmation step, to reduce your spam risk. If required, you can disable it by navigating to Settings> Users > General Settings and disabling Require account confirmation.  
• Password Reset: If the user selects Forgot Password on the sign-in page, this message lets them reset their password. You must have a valid email listed in your Users > Basic Info.
• Batch Summary: After a batch user upload, this email tells the admin if the batch upload is successful and lists the errors if the upload failed. 

Enroll users and keep users and instructors informed

• Course Enrollment emails: Tell a user that they are enrolled on a course. The email provides a link to the portal, to begin the course. You can disable enrollment emails for the whole portal or just for individual courses.
• Learning Path enrollment: Tell a user that they are enrolled on a Learning Path. This email goes out if:
  
  • the Learning Path configuration lets your learners choose their courses, within the path
  • the first course in the path is set for a future date, or is delayed
• Recertification enrollment: Tell a user that they are enrolled on a course, because they need to renew a certificate that is close to expiration. 
• ILT/Ical enrollment: Provide an enrollment email with an Ical attachment, to users who enrolled on courses containing Instructor Led Training (ILT)
• ILT Adjustment: Tell a user if the ILT session date or times are adjusted. 
• ILT Cancellation Tell a user if the ILT session is cancelled. 
• Enrollment Requests: Inform admins and managers if a user asks to enroll on a course through the catalog. You need to Enable enrollment requests in course settings.
• Rejected Enrollment Requests: Tell a user that their Enrollment Request was rejected. 
• Exam Submission to Instructor: Tell an instructor that a user submitted an exam. 
• Assignment submitted to Instructor: Tell an instructor that a user submitted an assignment. 
• Assignment reviewed to learner: Tell a learner that an instructor has reviewed their assignment. 
• Survey submission to course owner: Tell a course owner that a learner submitted a survey module. 
• Review submission to course owner:  Tell a course owner that a learner submitted a review. 
• Course Completion: Tell a learner that they completed their course successfully. If the course assigns a certificate on completion, then the certificate is attached to the message.
• Enrollment Reminders: Tell a learner that they have not completed their enrollment.
• Due Date Reminders: Tell a learner that the due date on their enrollment is approaching.
• Course Past Due Date Reminders: Tell a learner that they have passed the due date on their course enrollment. 
• Learning Path Past Due Date Reminders: Tell a learner that they have passed the due date on their Learning Path enrollment. 

Receive automated reports

• Daily Users Created: Update all portal admins on how many users were created. 
• Daily Course Completed: Update all portal admins about number of courses completed. 
• Scheduled Reports: Send a scheduled report to an admin, with an option to send a copy (CC) to email addresses that don't exist in Safety Made Simple.