Skip to main content

How to: Set up automatic reminder emails for trainees

Automatically email trainees who aren't cleared, including those whose training needs refreshing.

Summary: Safe Ministry Check can automatically email trainees whose status isn't "Cleared". If a trainee is Pending or in Error (for example, their WWCC needs updating or their training has expired), they're emailed with the steps to take in their Trainee Portal. This saves administrators chasing people individually.

Set up reminder emails

  1. Log in to your Administration Portal.

  2. Go to Settings > Organisation Settings.

  3. Under Our Screening Options, find the Reminder Emails section and click the blue Update button.

  4. For How often/regularly should we auto email trainees if their status is not cleared?, choose how often to send reminders: never, 1 week, 2 weeks, 3 weeks, 1 month, 2 months or 3 months.

Note: The default is once a month.

What trainees receive

Trainees with a Pending or Error status receive an email explaining what they need to update or provide in their Trainee Portal to become cleared to serve. This includes trainees whose training needs to be refreshed.

Tip: Reminder emails share safeguarding responsibility with trainees, but still review your Weekly Snapshot email for anyone who stays Pending or in Error.

Did this answer your question?