G
Grant Towers
Background:
The Expiring/Expired CCP emails are not very descriptive for the end user. Some detail can be found here: https://inxsoftware515.helpdocsonline.com/how-notifications-work
Separate to this, when a Procedure has a new 'revision' added (for example from V1 to V2), the user gets an email indicating "The following has expired", which isn't a true reflection of what has happened.
Example Email below and Attached
--------------------
Subject: "INX"
Body:
INX Management
The following has expired:
<<Table showing expired detail>>
Please contact your Training Department for renewal instructions.
(Click Here to view your profile)
--------------------
Requests for Change:
Firstly, Update the Subject from "INX" to be "INX Competency/Compliance/Procedure Expiry/Expired Notification"
Secondly, Update the default text for Procedure Revisions from "The following has expired:" to be "The following Procedure has been revised and requires review:".
Lastly, Consider making the Expiring/Expired emails more user friendly. Allow us to configure the message.
For example, instead of "Please Contact your Training Department for renewal instructions.", what about:
"Please see below for renewal Instructions:
  1. For Expiring/Expired Compliances, please speak to your Supervisor or Manager, as these may potentially impact your ability to continue to access site.
  2. For Expiring/Expired Competencies, please speak to your Supervisor, Manager, or Trainer, as these may impact your ability to operate equipment, or complete tasks in a competent manner, putting yourself, or others at risk.
  3. For Expiring/Expired Procedures, please speak to your Supervisor, Manager, or Trainer, as these procedures need to be reviewed/re-reviewiewed. You can also log directly into the <<Client Name>> LMS System (<<Link to LMS/Moodle>>), where you can review these directly.
If you are still unsure, speak to your Supervisor/Manager."
Happy to explore other options further...
May 1, 2024