Automation for due dates

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Jennifer Vinson Administration

It would be great if there was an automated task we could set up to send a notification to a student when their due date is a period of time out at a module or assessment level. 

This would save us a large amount of admin time sending these out individually and remember to do so. 

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  • Official comment
    Blair

    Hi Jennifer,

    Thank you for your post.

    This can be achieved by setting up a report-row event workflow task.

    To do this, navigate to Reports > Report Builder > Online Assessment Attempts report > Add the filter of 'Assessment Due Date' and set this to your desired timeframe. You can then also configure the other filters as you would like. 

    Then, select the 'Display Fields' option and ensure the Display Fields of 'Contact ID' and 'Online Assessments Enrolment ID' are added. Depending on the information you would like to send to the student, some other Display Fields may be required to be added. For assistance on the Display Fields that would be needed for your scenario, please put in a support request with your desired outcome and we can assist further.

    Once the report has been configured, you can run the report, and then save the report by selecting the 'Save' button on the report results screen. When saving the report, please ensure the Share Internally option is set to 'Yes' so the Workflow User has access to the report.

    Then, navigate to Settings > Workflow > Automated Tasks > New Automated Task. Fill out the workflow name and description fields, and select the Workflow Action of 'Send Contact Template'.

    Then, select the Workflow Trigger of 'Report-Row Event' and select the report that has been saved.

    The system will then configure the Contact field to populate with the students Contact.

    You can then configure the template that you would like to send to the student, along with the Schedule of when the workflow should run, and save the Automated Task.

    The task will then begin to run at the selected interval and will notify the student of an upcoming due date.

    Please reach out to our support team if you require assistance with setting this up within your system.

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