Due Dates and Reminders
This section discusses the relationship between training due dates and automated reminders.
Initial Training
Team members receive automatic email and text notifications within 30 minutes of being added to a dashboard. These reminders repeat every 7 days until the training is completed. The due date does not affect when these reminders begin—they start as soon as initial training is assigned.
Annual Training
Team members who have annual training due within 60 days (or are past due) will receive automated email and text message reminders:
- 2 months before the due date
- 1 month before the due date
- 2 weeks before the due date
- 1 week before the due date
- 3 days before the due date
- 1 day before the due date
- The day of their due date
- Reverse order once they become overdue
Additional Training
If training has been assigned out as additional training via the "Add Training" feature and you’ve designated a due date, team members will begin receiving automated email and text message reminders 60 days before the due date.
Additional training automated reminders follow the same schedule as annual training's:
- 2 months before the due date
- 1 month before the due date
- 2 weeks before the due date
- 1 week before the due date
- 3 days before the due date
- 1 day before the due date
- The day of their due date
- Reverse order once they become overdue
How to Change Due Dates for Individual Due Dates
This section will show how administrators can modify due dates for individual team members in three ways on your Admin Dashboard:
Option 1: Editing the annual training due date via the "Edit Team Member" option
Option 2: Editing a training bundle's due date via the team member's profile on the Team page
Option 3: Editing the annual due date year on the insights page
Option 1: Editing the annual training due date via the "Edit Team Member" option
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Access the Team page by selecting the "Team" Icon on the upper left side of your dashboard
Step 3: Search for the team member using the search feature in our Team member table
Step 4: Select "Edit" for the team member, and you will be taken to the Team member's details
Step 5: You can access by clicking "Information", or you can click on the 3 dot button located at the upper right side of your screen
Step 6: Scroll down to find the field to enter or edit the annual training due date*
*Important: This method is only available if "Custom due date for each team member" is an option that is selected under Annual Due Date Settings. To learn how to change this, please visit this article.
If you do not have this as an option, it means your state has specific compliance requirements. In this case, you have the following option for Step 3:
Under Team Member's Training, select No for Needs initial training. If the Annual Training due date is not yet past due, select No for Annual training past due. Select Yes if the Annual Training is already past due. Then, press Save.
Option 2: Editing a training bundle's due date via the team member's profile on the Team Page
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Access the Team page by selecting the "Team" Icon on the upper left side of your dashboard
Step 3: Search for the team member using the search feature in our Team member table
Step 4: Select "Edit" for the team member, and you will be taken to the Team member's details
Step 5: While on the Training view of the team member's details, you can head to the bundle intended and select the "Due Date" button under the bundle for which you wish to edit the due date. Note: If there are multiple bundles, you will have to click the name of the bundle to expand it so you can see this option.
Step 3: Enter the due date, and click Save.
Note: Once the change is made, the compliance due date at the top of the team member's profile in the insights page, will still show the original due date, but the compliance bundle will show the due date you have entered. The team member's classes will be assigned based on the due date you assigned.
Option 3: Editing the annual due date year on the insights page
Step 1: Log in to your admin account via go.careacademy.com.
Step 2: Scroll down or search to find the intended user, then click on the annual training due date located in the column shown here:
Step 3: Click on the annual due date year. A plus (+) and minus (-) sign will appear. You can press one of those options to change the annual due date year.
Step 4: Select "Confirm" to change the annual due date year.
To ensure training still meets applicable state requirements, due dates can only be set earlier than annual training would typically be due.