To create an employee/task event
  1. Select Tools/ Events from the main menu.

The Events dialog appears.

  1. Click New.

The Events Wizard, Select the Event Trigger page appears.

  1. Select Employee Task from the Select Object dropdown menu.
  2. Select a type of event from the Trigger Action dropdown menu:

If you select Elapsed, you also have the option to set the Event trigger to be run for a certain number of days before the Task component elapses.

  1. Click Next>.

The Events Wizard, Select Organization Units or Learners page appears.

  1. Select the Organization Unit(s) or individual Learner(s) you wish to include in the event.
  2. Click Next>.

The Events Wizard, Select Tasks page appears.

  1. Select the Tasks you wish to include in the event.
  2. Click Next>.

The Events Wizard, Responses for the Event page appears.

  1. (Optional) Select the Language for the response from the dropdown menu. (This option will only appear if your system has more than one language.)
  2. Click the Add button.

The Responses dialog appears.

  1. Choose the response type: Message (send an email message), Report (run a report), Archive Employees, Import Employees, or Import Learning Records. (Some responses may be disabled, depending on your role or permissions.

In the case of Employee Task events, the most likely response is the Message option.

  1. Click OK. Your response will appear in the Responses for the Event page with a number of options to choose from.
  2. Set the options for your response. You can set the options now or continue adding more responses and set the options after.

    Note: Each type of response has a "Response Name" field you can use to edit the name of the response.

The Select Recipients dialog appears.

Select the Organization Units or individual employees, to whom you wish to send the message.

Click OK to return to the Event Response dialog.

Enter the subject and body of the message in their corresponding edit boxes.

Select the Send to Owner checkbox to send a copy of the message to yourself.

*For steps on creating the individual report templates, click on the report type:

  1. Click Next.

The Event Wizard - Name page appears.

  1. Enter a name for your event in the Name field.
  2. (optional) Enter a description of the event in the Description field.
  3. Click Finish.

The new event appears in the Events dialog.