Manage Events

This feature can be used to set-up individual events for a portfolio, or if created in a Work Template the events can be applied to candidates as required.

For example, you can set-up automated messages (SMS or Ecordia Message) to remind your candidate of an event.

1. SMS Reminder

1.1 Go to the Portfolio Front Page
1.2 Click ‘Manage Events’, and create the following event:

        Trigger = select 'Date Trigger'
        Trigger Details = enter date DD/MM/YYYY for when SMS needs to be sent i.e. day before event
        Action = select ‘Send Detailed SMS Message’
        Action Details = Enter your SMS message i.e. Reminder for meeting tomorrow at 2pm with your assessor
1.3 Click ‘Add’

When the trigger date is reached, the system will send the SMS message to the candidate.

Note, the user creating the SMS will need the SMSnotification role active on their account. Therefore,if an administrator at your centre is going to set up these SMS alerts, they would need the SMSNotifciation role, and if you would like your assessors to set them up, then they will need the role.

2. Ecordia Message Reminder

2.1 Go to the Portfolio Front Page
2.2 Click ‘Manage Events’, and create the following event:

        Trigger = select 'Date Trigger'
        Trigger Details = enter date DD/MM/YYYY for when SMS needs to be sent i.e. day before event
        Action = select ‘Send Detailed System Message’
        Action Details = Enter your message i.e. Reminder for meeting tomorrow at 2pm with your assessor
        Target User = select candidate, or any other user you would like to create reminder for
        Target Role = leave as (Any role)
        Target Relationship = leave as (Any Relationship)
2.3 Click ‘Add’

When the trigger date is reached, the system will send the Ecordia message to the target user.