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Events that trigger reminder to send are called “reminder event triggers.” Each reminder event trigger targets a segment of users who will receive the reminders. This glossary describes the intended use of every combination of reminder event trigger and user segment.

Definitions

Reminder event trigger: The action, event or date that causes the reminder to be sent.
User segment: The user or group of users that will receive the reminder.
Activity: A generic term for an EthosCE session or course.

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Enrolled: A learner with an enrollment in a course or session that . Includes both active and expired enrollments.
Active: An enrolled learner whose enrollment has not expired.
Expired: Occurs when a learner's enrollment end date exists and is in the past. The learner is no longer able to access the course.
Incomplete: A enrolled learner who has not completed all required course objects in the course.
Complete: An enrolled learner who has completed all required course objects in the course.
Specific user: One or more user emails specified in the reminder’s “Email” field. The user(s) must have an account in the EthosCE site.
[ROLE]: An EthosCE system role, such as site admin or course admin.
Users with incomplete faculty forms: Faculty on the activity who have been assigned faculty forms that have not been submitted.
Activity author: The EthosCE administrative user who is listed in the Authored by field.

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Course enrollment created A course enrollment is created when a user purchases a paid course or enrolls in a free course.
User Segment	Sends reminder to:
Enrolled	The enrolled learner, at the scheduled send time, based on the learner’s enrollment creation date.
Active	The enrolled learner , with an ‘active’ active enrollment status at the scheduled send time, based on the learner’s enrollment creation date.
Expired	The enrolled learner , with an expired enrollment status at the scheduled send time, based on the learner’s enrollment creation date.
Incomplete	The enrolled learner , with an incomplete enrollment status at the scheduled send time, based on the learner’s enrollment creation date.
Complete	The enrolled learner , with a complete enrollment status at the scheduled send time, based on the learner’s enrollment creation date.
Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment creation date, every time a course enrollment has been created.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time based on enrollment creation date, every time a course enrollment has been created.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on enrollment create date, every time a course enrollment has been created.

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Course enrollment started A course enrollment is started when a user clicks the start button on the course or enrolls via SMS attendance.
User Segment	Sends reminder to:
Enrolled	The enrolled learner, at the scheduled time, based on when they have started the course.
Active	The enrolled learner , with an ‘active’ active enrollment status at the scheduled send time, based on when they have started the course.
Expired	The enrolled learner , with an expired enrollment status at the scheduled send time, based on when they have started the course.
Incomplete	The enrolled learner , with an incomplete enrollment status at the scheduled send time, based on when they have started the course.
Complete	The enrolled learner , with a complete enrollment status status at the scheduled send time, based on when they have started the course.
Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time, based on enrollment start date every time a course enrollment has been started.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time based on enrollment start date, every time a course enrollment has been started.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on enrollment start date, every time a course enrollment has started.

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Course enrollment end A user’s course enrollment ends on their enrollment end date (if set). The course enrollment end date is set per user, not per course.
User Segment	Sends reminder to:
Enrolled	The enrolled learner, at the scheduled time based on when their course enrollment has ended.
Active	The enrolled learner with an ‘active’ active enrollment status at the scheduled time, based on when their enrollment has ended.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on when their enrollment has ended.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled time, based on when their enrollment has ended.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, based on when their enrollment has ended.
Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment end date, every time a course enrollment has ended.
[ROLE]	All users with the role selected in the “Send to” field at the scheduled time, based on enrollment end date, every time a course enrollment has ended.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on enrollment end date, every time a course enrollment has ended.

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Course enrollment complete A user’s course enrollment ends when all required course objects in the course have been completed.
User Segment	Sends reminder to:
Enrolled	The enrolled learner, at the scheduled time, based on when their course enrollment has been completed.
Active	The enrolled learner with an ‘active’ active enrollment status at the scheduled time, based on when their enrollment has been completed.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on when their enrollment has been completed.
Incomplete	Not applicable. This reminder event trigger and user segment will not produce any reminders.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, based on when their enrollment has been completed.
Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment completion date, every time a course enrollment has been completed.
[ROLE]	All users with the role selected in the “Send to” field at the scheduled time, based on enrollment completion date, every time a course enrollment has been completed.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on enrollment completion date, every time a course enrollment has ended.

Specific Date A specific date when a reminder will be sent to recipients in the course.
User Segment	Sends reminder to:
Enrolled	All enrolled learners, at the scheduled time, based on the selected date.
Active	All enrolled learners with an ‘active’ enrollment status at the scheduled time, based on the selected date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the selected date.
Incomplete	All enrolled learners with an incomplete enrollment status at the scheduled time, based on the selected date.
Complete	All enrolled learners with a complete enrollment status status at the scheduled time, based on the selected date.
Specific user	One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the selected date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the selected date.
Users with incomplete faculty forms	Faculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the selected date.
Activity author	The activity author at the scheduled time, based on the specific date.

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Event date: start The start date of the event. Only applicable for live courses. This date is set in the event date field on the course.
User Segment	Sends reminder to:
Enrolled	All enrolled learners on the event start date.
Active	All enrolled ‘active’ learners on the event start date.
Expired	All enrolled learners with an expired enrollment on the event start date.
Incomplete	All enrolled learners with an incomplete enrollment on the event start date.
Complete	All enrolled learners with a complete enrollment status on the event start date.
Specific user	One or more user accounts specified in the reminder’s “Email” on the event start date.
[ROLE]	All users with the role selected in the “Send to” field on the event start date.
Users with incomplete faculty forms	Faculty users assigned to the course, on the event start date, if they have one or more incomplete faculty forms.
Activity author	The activity author on the event start date.

Event date: end The end date of the event. Only applicable for live courses. This date is set in the event date field on the course.
User Segment	Sends reminder to:
Enrolled	All enrolled learners on the event end date.
Active	All enrolled ‘active’ learners on the event end date.
Expired	All enrolled learners with an expired enrollment on the event end date.
Incomplete	All enrolled learners with an incomplete enrollment on the event end date.
Complete	All enrolled learners with a complete enrollment status on the event end date.
Specific user	One or more user accounts specified in the reminder’s “Email” on the event end date.
[ROLE]	All users with the role selected in the “Send to” field on the event end date.
Users with incomplete faculty forms	Faculty users assigned to the course, on the event end date, if they have one or more incomplete faculty forms.
Activity author	The activity author on the event end date.

Course object started A course object is started when the user loads the course object page.
User Segment	Sends reminder to:
Enrolled	The enrolled learner when the specified course object has been started.
Active	The enrolled learner with an ‘active’ active enrollment status when the specified course object has been started.
Expired	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Incomplete	The enrolled learner, when the specified course object has been started, if they have not completed the course.
Complete	The enrolled learner, when the specified course object has been started, if they have completed the course.
Specific user	One or more user accounts specified in the reminder’s “Email” field every time the specified course object has been started.
[ROLE]	All users with the role selected in the “Send to” field every time the specified course object has been started.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author every time the specified course object has been started.

Course object completed A course object is completed when the requirements of that object have been met. For example, passing a quiz, completing an evaluation or being marked attended.
User Segment	Sends reminder to:
Enrolled	The enrolled learner when the specified course object has been completed.
Active	The enrolled learner with an ‘active’ active enrollment status when the specified course object has been completed.
Expired	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Incomplete	The enrolled learner, when the specified course object has been completed, if they have not completed the course.
Complete	The enrolled learner, when the specified course object has been completed, if they have completed the course.
Specific user	One or more user accounts specified in the reminder’s “Email” field every time the specified course object has been completed.
[ROLE]	All users with the role selected in the “Send to” field every time the specified course object has been completed.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author every time the specified course object has been completed.

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Versions Compared

Old Version 38

New Version 39

Key

Definitions

Course enrollment created

Course enrollment started

Course enrollment end

Course enrollment complete

Specific Date

Event date: start

Event date: end

Course object started

Course object completed