Training module reminder notifications

Purpose

1.1. Ensure ABA therapy staff complete mandatory training and certification modules on time.
1.2. Automate reminder delivery (email, SMS, in-app, calendar) to minimize compliance risk.
1.3. Monitor training status, escalate overdue cases, and maintain audit trails for regulatory purposes.
1.4. Enable adaptive messaging frequency based on importance, proximity to deadlines, and staff response.
1.5. Integrate with HR, LMS, and scheduling platforms to maintain unified compliance status.

Trigger Conditions

2.1. Training module assigned to staff.
2.2. Upcoming training deadlines (configurable intervals, e.g., 7, 3, 1 days before due).
2.3. Incomplete training at deadline or after escalation threshold.
2.4. Periodic regulatory recertification requirements.
2.5. Staff onboarding or role changes that require certification updates.

Platform Variants

3.1. Twilio SMS
- Feature: Message Scheduling API.
- Setting: Schedule SMS reminders with dynamic training URLs, configure triggers for due dates.
3.2. SendGrid
- Feature: Transactional Email API.
- Setting: Automated email workflows on assignment and deadline approach.
3.3. Microsoft Teams
- Feature: Bot Framework/Webhooks.
- Setting: Post channel reminders tagging incomplete users.
3.4. Slack
- Feature: Scheduled Messages API.
- Setting: Direct messages to assigned staff with module links.
3.5. Microsoft Outlook Calendar
- Feature: Calendar API Event Creation.
- Setting: Insert all training deadlines as calendar events with reminders.
3.6. Google Calendar
- Feature: Insert Event API.
- Setting: Automated event and notification for module deadlines.
3.7. BambooHR
- Feature: Employee Training API.
- Setting: Trigger reminders on incomplete required training attributes.
3.8. Workday
- Feature: Business Process Framework & Notifications API.
- Setting: Launch reminders when assigned learning activity is due.
3.9. SAP SuccessFactors
- Feature: Learning Module Events.
- Setting: Send pending module reminders using event integration.
3.10. Okta
- Feature: Lifecycle Hooks.
- Setting: Automate notifications when new users onboarded with training mandates.
3.11. Salesforce
- Feature: Process Builder/Flow.
- Setting: Custom automation to email users with incomplete training tasks.
3.12. Zoom
- Feature: Meeting Registration API.
- Setting: Send reminders for mandatory live training session registrations.
3.13. Asana
- Feature: Task Due Reminder.
- Setting: Assign and auto-remind staff on upcoming training deliverables.
3.14. Trello
- Feature: Due Date Notification.
- Setting: Automated card reminders for training modules.
3.15. ClickUp
- Feature: Automation Reminders.
- Setting: Send reminders based on custom training fields or dates.
3.16. Zoho People
- Feature: Learning Management Notification.
- Setting: Email trigger for mandated module completion.
3.17. Monday.com
- Feature: Automation Builder.
- Setting: Send reminders before task deadline based on training board.
3.18. Notion
- Feature: Database Reminder API/Integration.
- Setting: Push deadline notifications for assigned training.
3.19. Mailgun
- Feature: Scheduled Messages API.
- Setting: Batch email reminders at custom intervals before and after deadlines.
3.20. Firebase Cloud Messaging
- Feature: Push Notifications API.
- Setting: App notification for mobile workforce on training module status.

Benefits

4.1. Reduces administrative overhead in staff compliance monitoring.
4.2. Ensures continuous regulatory adherence and eligibility.
4.3. Minimizes missed deadlines with multi-channel notifications.
4.4. Supports real-time escalation and reporting to management.
4.5. Enhances staff engagement and timely certification renewals.