User Roles
This feature can be used by the following user roles:
- Centre Manager
- Assessor
- Trainee Assessor with permissions
Permissions
Manage learner portfolio
Centre Setting
Allow automatic reminders for learner and employer review signatures
To send a reminder to a learner or employer to sign a review, follow the steps below:
- Navigate to learner portfolio
- Click Review
- Click Open next to review
- Scroll down to Declarations
- Click Send Reminder
- Click Send Reminder
You'll only be able to send a reminder to the user who the review is waiting to be signed by.
If your centre has the setting to allow magic links to be sent to Employers, you'll need to click on the Actions drop down list next to the Employers name within the Declarations and select Send Reminder.
Send automatic reminders
Learners and Employers who have not enabled adhoc alerts on their profile will not receive reminder emails. Guidance on enabling or changing your alerts can be found here.
Terminology
Please note that the terminology used in this article may be different depending on your Centre.