PASS Email Notifications/Alerts – The Breakaway Group

Quick Reference Guide

This document serves as a guide on the types of email notifications available in PromisePoint Administration Self Service (PASS).

These emails are all customizable and can dynamically pull in data from PromisePoint based on the parameters for the type of email configured. The emails in this guide are based off the tbgdemo environment and may not reflect any specific environment set up in PASS.

Email Notification/Alert	Email Template
New mapping available for assignment	IdentifiedOrphans
New User PASS ADMIN Account	NewPassUSEREmail
New User PromisePoint Account	NewBulkFileUserEmail
User Bulk File Processed from TBG FTP	ProcessedFileFromFTP
User Bulk File Received from TBG FTP	ReceivedFileFromFTP
Session/Class Canceled	SessionDeletion
Session/Class Updated	SessionUpdate
Instructor Assigned to Session/Class	InstructorAssignedEmail
Student Enrolled in Session/Class	StudentEnrolledEmail
Instructor Removed from Session/Class	RemovedInstructorEmail
Instructor Notification for Session/Class Changes	InstructorSessionUpdate
New Learning Assignment Assigned	NewLearningAssignment
Student Notification for Session/Class Changes	SessionStatusUpdate
Learning Assignment Removed	RemovedLearningAssignment
Learning Event Reminder	ILTReminder
Assignment Due Date Reminder	DueDateReminder
Facilitator Removed from Session/Class	RemovedFacilitatorEmail
Facilitator Notification for Session/Class Changes	FacilitatorSessionUpdate
Facilitator Assigned to Session/Class	FacilitatorAssignedEmail
Session/Class Survey Available	AttendedSessionSurveyEmail

New mapping available for assignment

This notification is sent when a new Job Title/Department/Location combination is processed through the bulk loader. This notification alerts the PASS Curriculum Administrator to map the new combination to a curriculum, if needed, in the Job Title to Curriculum Mapping page in PASS.

Recipients – PASS Curriculum Administrators

New User PASS ADMIN Account

This notification is sent when a new PASS Administrator is created in PASS, they are instructed on how to access the PASS front-end interface and change their password.

Recipient – The new PASS Administrator

New User PromisePoint Account

This notification is sent when new user profiles are added to PromisePoint through the bulk loader, the learners are notified they can sign into PromisePoint and begin their learning.

Recipients – New PromisePoint Learners

User Bulk File Processed From TBG FTP

This notification is sent when a bulk load has completed and can be reviewed for any errors that may need to be addressed and fixed.

Recipients – PASS Bulk Load Administrators

User Bulk File Received from TBG FTP

This notification is sent when a bulk load file has been found in the FTP user bulk load folder by the bulk load program.

Recipients – PASS Bulk Load Administrators

Session/Class Canceled

This notification is sent when a session in the session scheduler has been deleted (known as canceled).

Recipients – PromisePoint Learners

Session/Class Updated

This notification is sent when any edits are made to a session: event, location, date/time, capacity, status, or when notes, instructors and facilitators are added or updated.

Recipients – PromisePoint Learners

Instructor Assigned to Session/Class

This notification is sent when an instructor has been assigned to a session.

Recipient – Instructor

Student Enrolled in Session/Class

This notification is sent when a student is enrolled in a session. There are two ways a student can be enrolled: they can enroll themselves through learning or the instructor can enroll them through the session roster.

Recipient – Students

Instructor Removed from Session/Class

This notification is sent when an instructor is removed from a session, sent when either deleted from session, or the session is deleted.

Recipient – Instructor

Instructor Notification of Session/Class Changes

This notification is sent when any edits are made to a session: event, location, date/time, capacity, status, or when notes are added or updated.

Recipient – Instructor

New Learning Assignment Added

This notification is sent when a new learning assignment, online or classroom, is required for a learner and happens only when a curriculum is assigned.

Recipients – PromisePoint Learners

Learning Assignment Removed

This notification is sent when a learning assignment, online or classroom, is removed from a learner’s assignments and happens only when a curriculum is removed.

Recipients – PromisePoint Learners

Learning Session/Class Reminder

Send a reminder for each session X amount of hours before the session starts. For example, if 24 hours is keyed in for the reminder, the reminder email will be sent 24 hours before the session. You can also set a second reminder closer to the session start.

Recipients – PromisePoint Learners