Automate Notification of Class Date, Time and Location Changes

TrainingForce makes it easy to notify students when a change occurs in class location, date or time. This example describes how to set up a change notice for location.
 
For a quick video overview, go to our YouTube video.
 
From within TrainingForce Manager, go to System, Setup, Document Templates.
  1. Click on the “Create a New Document Template” button.
  2. Create the document that will be e-mailed to students (Class Location Change Notice).  Remember that this should be a generic document template for all classes.
  3. Be sure you save the document template.
  4. Go to System, Event Categories and select “Class”.
  5. Click the “New Event Response” button.
  6. Select the appropriate event (Class Facility Change).
  7. Be sure the box for “Enabled” is checked.
  8. Select “Email document” from the drop-down menu.
  9. Type an appropriate description (Notify students of location change).
  10. Click “Save”. Additional tabs will appear on the information form.
  11. Click on the “Recipients” tab. Select “Party Affected” from the drop-down menu and click “Assign”.
  12. Click on the “Copy To” tab. Select “All Class Instructors” from the drop-down menu and click “Assign”.
  13. Click on the “Sender” tab and select the appropriate role and name, followed by “Assign”. This identifies the individual sending the e-mail.
  14. Click on the "Document" tab.  In the subject field, type the information to appear in the subject line of the e-mail. Select the Document Type (Class, Other) and Document (Class Location Change Notice).  Click "Save."

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