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How do I send a certification reminder
See how far a team member is in a certification, and every step they played.See who is enrolled, started and certified across everyone below a supervisor.See how a team is doing on each course and step in a certification.Email a reminder to someone who hasn't finished their certification.
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About this resource
This interactive demo walks you through sending a certification reminder using the Certification Explorer tool. Starting from the Admin menu, you navigate to Data & Extracts, select a supervisor, choose a certification period date, and generate a report. The report shows enrollment, progress, and completion status for everyone on the team. You can expand a supervisor's direct reports, scroll to the Remind column, and click Remind to instantly send an email to a team member who hasn't completed their certification. The demo ends with a confirmation message: 'Email reminder sent.'
Questions this resource answers
- Where do I find the Certification Explorer?
- Navigate to Data & Extracts in the left admin menu, then select Certification Explorer.
- How do I filter the certification report by supervisor?
- In Certification Explorer, type the supervisor's name in the Supervisor box and press Enter, then select the correct person from the list.
- How do I send a reminder to a team member who hasn't finished their certification?
- After generating the report and opening a supervisor's team, scroll right in the table to find the Remind button and click it in the team member's row. The email sends immediately.
- How do I know the reminder email was sent successfully?
- A confirmation message reading 'Email reminder sent' appears on screen after you click the Remind button.