Learn how to create a custom Reminder for an individual participant.
User Types: Regulators, Sponsors Employer Administrators, Supervisors, Mentors & Providers
Notes:
- This article shows how to create a reminder for an individual participant. Only participants with authenticated accounts, meaning they have access to ApprentiScope, will receive reminders.
- See Overview: Case Communications & Communications for more communication options, including Tasks & how Regulators, Sponsors & Employer Administrators can create Batch Action Reminders or Recurring Reminders.
- Pre-set reminders are available to remind participants if they have not submitted required OJT hours for a selected date range. (see Overview: OJT Tracking).
Step 1: Navigate to Participants & the Participant Type You Need.
Step 2: Click on a Participant's Name and Select the Case tab.
Step 3: Within the Communications section, Click New+
Step 4: Select REMINDER as the Communication Type and Populate the Remaining Details
- Reminder Communications are the only communication type that participants can see/receive. All other Case Management Communications are viewable only to non-participants.
- Participants will receive a notification to the email address they use for ApprentiScope and in-platform notification (alarm icon on their dashboard toolbar). If they delete both, they will no longer have access to the reminder content.
- If you select a SEND DATE other than the current day, reminders will be sent out at 8 AM ET on the date set.
Step 5: To Edit and Resend a Communication, hover over and click the listing. Reset the information and change the Send Date. When you click Update, a new notification will be sent to the participant.
- Note: The participant will have received both notifications only the later version will be documented. If you want documentation of both, simply create a NEW communication-reminder.
