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Reminders can be used to send emails or SMS text messages to users and are are configured by an administrator user.

Events that trigger a 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.

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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 All users with an EthosCE system role, such as site admin, course admin, or course admingroup admin. Not limited to enrolled users. Use with care.
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.

Info
Certain reminder event triggers and user segment list combinations are not possible. These scenarios are labeled ‘Not applicable’ accordingly in the tables below.

Table of Contents

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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.

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User Segment

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Sends reminder to:

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Enrolled

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The enrolled learner, at the scheduled send time, based on the learner’s enrollment creation date.

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Active

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The enrolled learner, with an ‘active’ status at the scheduled send time, based on the learner’s enrollment creation date.

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Expired

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The enrolled learner, with an expired status at the scheduled send time, based on the learner’s enrollment creation date.

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Incomplete

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The enrolled learner, with an incomplete enrollment status at the scheduled send time, based on the learner’s enrollment creation date.

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Complete

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Reminder logic is evaluated at the time the reminder is scheduled to send. Reminders are not evaluated at the time the reminder event trigger happens.

For example, in a course configured with:

a required quiz, and;
a reminder set to send 10 days after enrollment to incomplete learners.

Although all learners are incomplete upon enrollment, not all learners will receive the reminder. 10 days after each learner’s enrollment, when the reminder logic is evaluated, only those learners who are incomplete will be sent the reminder.

Info
Certain reminder event triggers and user segment list combinations are not possible. These scenarios are labeled ‘Not applicable’ accordingly in the tables below.

One or more user accounts specified in the reminder’s “Email” field, incomplete faculty formsThe enrolled learner

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.	Specific user
Active	The enrolled learner with an active enrollment status at the scheduled send time, based on the learner’s enrollment creation date, every time a new course enrollment has been created.	[ROLE]	All users with the role selected in the “Send to” field, .
Expired	The enrolled learner with an expired enrollment status at the scheduled send time, based on the learner’s enrollment creation date, every time a new course enrollment has been created.
Users Incomplete	The enrolled learner with	Not applicable unless faculty are enrolled.	Activity author	The activity author, every time a new course enrollment has been created, at the scheduled time based on 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.
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	Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time , based on when they have started the course.
Active	The enrolled learner with an ‘active’ status at the scheduled send time, based on when they have started the course.
Expired	Not applicable. This reminder event trigger and user segment will not produce any reminders.
Incomplete	The enrolled learner, when their enrollment has been started, if they have not completed the course.
Complete	Not applicable. This reminder event trigger and user segment will not produce any reminders.
Specific user	One or more user accounts specified in the reminder’s “Email” field every time a new course enrollment has been started.
[ROLE]	All users with the role selected in the “Send to” field every time a new course enrollment has been started.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author every time a new course enrollment has been started.
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 when their course enrollment has ended.
Active	The enrolled learner with an ‘active’ status when their enrollment has ended.
Expired	The enrolled learner with an expired enrollment when their course enrollment has ended.
Incomplete	The enrolled learner, when their enrollment has ended, if they have not completed the course.
Complete	The enrolled learner, when their enrollment has ended, if they have completed the course.
Specific user	One or more user accounts specified in the reminder’s “Email” field every time a course enrollment has endedenrollment 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. Use with care.
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.

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 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 endedbeen started. Use with care.
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 endedstarted.

Course enrollment complete end A user’s course enrollment ends when all required course objects in the course have been completedon 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 is completehas ended.
Active	The enrolled learner with an ‘active’ status active enrollment status at the scheduled time, based on when their enrollment is completehas ended.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on when their course enrollment is complete. Can only be trigged by manual completion of a learner’s enrollment.
Incomplete	Not applicable. This reminder event trigger and user segment will not produce any reminders.
Complete	The enrolled learner, when their enrollment is completehas 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 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 is completedhas ended.
[ROLE]	All users with the role selected in the “Send to” field every time at the scheduled time, based on enrollment end date, every time a course enrollment has been completedended. Use with care.
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 been completedended.

Start and expiration date: start

The start date of the course. This date is set in the start date field on the course. Not to be confused with the event start date.

Specific Date Course enrollment complete A specific date when a reminder will be sent to recipients user’s course enrollment ends when all required course objects in the course have been completed.
User Segment	Sends reminder to:
Enrolled	All enrolled learners on the selected dateThe enrolled learner, at the scheduled time, based on when their course enrollment has been completed.
Active	All The enrolled learners learner with an ‘active’ status on the selected dateactive enrollment status at the scheduled time, based on when their enrollment has been completed.
Expired	All The enrolled learners learner with an expired enrollment on the selected date.	Incomplete	All enrolled learners with an expired enrollment on the selected datestatus 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	All enrolled learners, when their enrollment is complete, on the selected date.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” on the selected datefield, 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 on the selected dateat the scheduled time, based on enrollment completion date, every time a course enrollment has been completed. Use with care.
Users with incomplete faculty forms	Faculty users assigned to the course, on the selected date, if they have one or more incomplete faculty formsNot applicable unless faculty are enrolled.
Activity author	The activity author on the selected date.	at the scheduled time, based on enrollment completion date, every time a course enrollment has ended.

Activity

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 start selected date.
Active	All enrolled ‘active' learners learners with an active enrollment status at the scheduled time, based on the start selected date.
Expired	Not applicable. This reminder event trigger and user segment combination will not produce any remindersAll enrolled learners with an expired enrollment status at the scheduled time, based on the selected date.
Incomplete	All enrolled incomplete learners learners with an incomplete enrollment status at the scheduled time, based on the start selected date.
Complete	Not applicable. This reminder event trigger and user segment combination will not produce any remindersAll 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” “Email,” at the scheduled time, based on the start selected date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the start selected date. Use with care.
Users with incomplete faculty forms	Faculty users assigned to the course , on the start date, if they have 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 start specific date.

Start and expiration date: end start The end start date of the course. This date is set in the expiration start date field on the course. Not to be confused with the event end start date.
User Segment	Sends reminder to:
Enrolled	All enrolled learners, at the scheduled time, based on the end start date.
Active	All enrolled ‘active’ learners learners with an active enrollment status at the scheduled time, based on the end start date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the end start date.
Incomplete	All enrolled incomplete learners with an expired enrollment incomplete enrollment status at the scheduled time, based on the end start date.
Complete	All enrolled complete learners learners with a complete enrollment status status at the scheduled time, based on the event start date.
Specific user	One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the end start date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the end start date. Use with care.
Users with incomplete faculty forms	Faculty users assigned to the course , on the end date, if they have one or with one or more incomplete faculty forms at the scheduled time, based on the start date.
Activity author	The activity author at the scheduled time, based on the end start date.

Event Start and expiration date: start end The start end date of the event. Only applicable for live coursescourse. This date is set in the event expiration date field on the course. Not to be confused with the event end date.
User Segment	Sends reminder to:
Enrolled	All enrolled learners on the event start , at the scheduled time, based on the end date.
Active	All enrolled ‘active’ learners learners with an active enrollment status at the scheduled time, based on the event start end date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the event start end date.
Incomplete	All enrolled learners with an incomplete enrollment status at the scheduled time, based on the event start end date.
Complete	All enrolled learners with a complete enrollment status status at the scheduled time, based on the event start end date.
Specific user	One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the event start end date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the event start dateend date. Use with care.
Users with incomplete faculty forms	Faculty users assigned to the course , on the event start date, if they have with one or more incomplete faculty forms at the scheduled time, based on the end date.
Activity author	The activity author at the scheduled time, based on the event start end date.

Event date: end start The end 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, at the scheduled time, based on the event end start date.
Active	All enrolled ‘active’ learners learners with an active enrollment status at the scheduled time, based on the event end start date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the event end start date.
Incomplete	All enrolled learners with an incomplete enrollment status at the scheduled time, based on the event end start date.
Complete	All enrolled learners with a complete enrollment status status at the scheduled time, based on the event end start date.
Specific user	One or more user accounts specified in the reminder’s “Email” “Email,” at the scheduled time, based on the event end start date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the event end start date. Use with care.
Users with incomplete faculty forms	Faculty users assigned to the course , on the event end date, if they have with one or more incomplete faculty forms at the scheduled time, based on the event start date.
Activity author	The activity author at the scheduled time, based on the event end start date.

Course object started A course object is started when the user loads the course object page 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	The enrolled learner when the specified course object has been startedAll enrolled learners, at the scheduled time, based on the event end date.
Active	The All enrolled learner learners with an ‘active’ status when the specified course object has been started.	Expired	Not applicable. This reminder event trigger and user segment combination will not produce any remindersactive enrollment status at the scheduled time, based on the event end date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the event end date.
Incomplete	The enrolled learner, when the specified course object has been started, if they have not completed the courseAll enrolled learners with an incomplete enrollment status at the scheduled time, based on the event end date.
Complete	The enrolled learner, when the specified course object has been started, if they have completed the courseAll enrolled learners with a complete enrollment status status at the scheduled time, based on the event end date.
Specific user	One or more user accounts specified in the reminder’s “Email” field every time the specified course object has been started“Email,” at the scheduled time, based on the event end date.
[ROLE]	All users with the role selected in the “Send to” field every time the specified course object has been started, at the scheduled time, based on the event end date. Use with care.
Users with incomplete faculty forms	Not applicable unless faculty are enrolledFaculty users assigned to the course with one or more incomplete faculty forms at the scheduled time, based on the event end date.
Activity author	The activity author every time the specified course object has been startedat the scheduled time, based on the event end date.

Sends

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

Faculty form assigned When a faculty form has been assigned to a faculty user associated with the course Course object inactivity An inactivity reminder is triggered at the specified period of time after a learner has started, but not completed a course object.
User Segment	Sends reminder to:
Enrolled	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Active	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Expired	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Incomplete	Not applicable. This reminder event trigger and user segment combination will not produce any reminders.
Complete	Not applicable. This reminder event trigger and user segment combination will not produce any remindersThe enrolled learner, at the scheduled time, after a learner has started, but not completed a course object.
Active	The enrolled learner with an active enrollment status at the scheduled time, after a learner has started, but not completed a course object.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, after a learner has started, but not completed a course object.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled time, after a learner has started, but not completed a course object.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, after a learner has started, but not completed a course object.
Specific user	One or more user accounts specified in the reminder’s “Email,” at the scheduled time, after a learner has started, but not completed a course object.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, after a learner has started, but not completed a course object. Use with care.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, after a learner has started, but not completed a course object.

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, at the scheduled time, based on the course object completion date.
Active	The enrolled learner with an active enrollment status at the scheduled time, based on the course object completion date.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on the course object completion date.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled time, based on the course object completion date.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, based on the course object completion date.
Specific user	One or more user accounts specified in the reminder’s “Email” field when a faculty form has been assigned“Email,” at the scheduled time, based on the course object completion date, every time a course object has been completed.
[ROLE]	All users with the role selected in the “Send to” field the “Send to” field, at the scheduled time, based on the course object completion date, every time a faculty form course object has been assignedcompleted. Use with care.
Users with incomplete faculty forms	All faculty users with incomplete faculty forms every time a new faculty form has been assignedNot applicable unless faculty are enrolled.
Activity author	The activity author when a faculty form has been assignedat the scheduled time, based on the course object completion date, every time a course object has been completed.

Versions Compared

Old Version 33

New Version Current

Key

Course enrollment created

Course enrollment created

Course enrollment started

Course enrollment end

Course enrollment started

Course enrollment

end

Start and expiration date: start

Course enrollment complete

Specific Date

Start and expiration date:

start

Start and expiration date:

end

Event date:

start

Course object started

Event date: end

Course object

started

Faculty form assigned

Course object inactivity

Course object completed