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Help Center › Admin screens, field by field › Training settings: reminders, renewals, badges and automatic assignment rules
Training settings: reminders, renewals, badges and automatic assignment rules
Every switch and box on the Training Settings tab, including the pause switch, reminder days, renewals and the rule form.
Where to find it: Contractor Hub → Team & Training → Training → Settings tab. Owner or training manager.
These settings control training reminders, automatic re-assignment before a certificate expires, optional badges and automatic hand-out rules. Most switches save the moment you change them.
Fields: Reminders
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Pause all training reminders (pause) |
An emergency switch. While on, nothing is sent and nothing is lost. A banner says “Reminders are paused.” | Tick to pause. | Off. |
Tell managers about late training (manager_alerts) |
Sends managers a note when training is late. | Tick or untick. | On. |
Remind this many days before due (0 = on the day) (remind_days) |
Employees are reminded on each listed day before the due date. | Numbers separated by commas. Example: 3, 1, 0. Press Save days. |
3, 1, 0 (starting values, not approved; set your own). |
| Save days | Saves the list. | Click. | |
| Send due reminders now | Sends due reminders immediately. Says “Paused – nothing sent.” if paused, else “Sent N reminders.” | Click. |
Fields: Renewals
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Assign the course again automatically before a certificate expires (renew_auto) |
Re-assigns the course when a certificate is about to expire. | Tick or untick. | On. |
Give them this many days to renew (renew_due_days) |
Due date for the new assignment. | 0 to 365, then Save. | 14 (starting value, not approved). |
Fields: Optional extras
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Badges for finished courses (badges) |
Turns on badges and points on employees’ My record page. | Tick. | Off. |
Let people join a points leaderboard (leaderboard) |
Shows a leaderboard employees can join. Each person chooses whether to appear. | Tick. | Off. |
Fields: Hand out training automatically
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| New rule / Edit | Opens the rule form. | Click. | |
Name (name) |
Rule name (max 100). | Example: “New crew hire”. | Empty. |
When (trigger) |
The event that fires it. | When someone is hired or When someone’s role changes. | When someone is hired. |
Days to finish (due_days) |
Due date after assignment. | 0 to 730. | 14. |
Only for these roles (filter.roles) |
Limits the rule. | Tick crew, leader, manager. None ticked means everyone. | None. |
Courses to give (courses) |
Published, unarchived courses to assign. | Tick any. | None. |
Checklists to give (onboarding) |
New-hire checklists to give. | Tick any. | None. |
Rule is on (active) |
Turns the rule on or off. | Tick. | On. |
| Save rule | Saves it. | Click. | |
| Try it | Shows who the rule would change, without changing anything. | Click. |
A Recent changes list below shows the last 15 settings changes.
Steps
- Check Pause all training reminders is off.
- Type your reminder days and press Save days.
- Decide on renewals and set the days to renew.
- Press New rule, fill it in, press Try it, then turn it on.
If something goes wrong
- Reminders do not arrive: look for the “Reminders are paused” banner.
- A rule changes nobody: Try it says “It would not change anything today.”