Setup Reminders for Annual Renewals
Often regulatory training courses have a regular recertification requirement. The frequency can vary by course. In some cases the reminder might be a marketing effort ie if a student is interested in one course perhaps another? The following shows you how to set up reminders that are appropriate for your courses. How to set this configuration up starts with timed process steps on the workflow. We then adjust what happens on a per course basis by using rules by specifying a location and/or course category so this means you could have a different reminder based on the location AND course.
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