This feature means the line manager for each domain receives one email rather than an email for every user and activity. For multiple staff domains, you can use different schedules along with email templates and training assigned to specific categories.
1. Check with your Customer Success Manager that you're storing the correct information. Either employee ID and manager ID, or email and manager email of each staff member.
2. Select Management Console > Email notifications > Automated escalation emails
3. This shows any scheduled escalation emails, and fields to add a new automated email:
Name
Name of emails that will appear in the list of scheduled emails. Keep it simple, such as {Company name} ReminderDomain
Emails will be sent to line managers in the selected domainStart including assignments
The default is that assignments will be included in emails when they reach the deadline, but you can change up to 360 days before or 60 days afterStop including assignments
The default is that assignments are included in emails until the assignments are completed. You can change this to specific days before or after, or when completed or failed (choosing failed means users won't receive reminders unless training is reset – contact your CSM with any questions)Category
The default is all categories; select the dropdown to choose specific categories for the emailEarliest deadline
Choose the date that escalation emails should start including assignments; leave blank if you don't wish to set a dateTemplate
Choose an available template or an email template you've createdDate
Select which day the first email should be sentTime
Select the time (default is UK time, and we recommend sending early morning) that the first email should be sentRepeat after
Select a frequency in days or months
4. After adding the field details, select the Add automated email button, and the email appears in the schedule. To view scheduled emails, select Preview. To remove a scheduled email, select it and select Delete Selected task. To remove all scheduled emails, select the radio button in the header (this action is permanent and can't be undone).