Page Comparison

Reminders can be used to send emails or SMS text messages to users and 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.

Reminder timeing

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.

User Segments

Enrolled: A learner with an enrollment in a course or session. 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. REVIEW 2/3/21
Activity author: The EthosCE administrative user who is listed in the Authored by field.

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.

...

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 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.

Course enrollment started

...

Reminders can be used to send emails or SMS text messages to users and 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.

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.

User Segments

Enrolled: A learner with an enrollment in a course or session. 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]: All users with an EthosCE system role, such as site admin, course admin, or group 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.

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.

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 when they have started the coursethe learner’s enrollment creation date.
Active	The enrolled learner with an active enrollment status at the scheduled send time, based on when they have started the coursethe learner’s enrollment creation date.
Expired	The enrolled learner with an expired enrollment status at the scheduled send time, based on when they have started the coursethe learner’s enrollment creation date.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled send time, based on when they have started the coursethe learner’s enrollment creation date.
Complete	The enrolled learner with a complete enrollment status status at the scheduled send time, based on when they have started the coursethe 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 start creation date, every time a course enrollment has been startedcreated.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time based on enrollment start creation date, every time a course enrollment has been startedcreated. 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 create date, every time a course enrollment has startedbeen created.

Course enrollment end started A user’s course enrollment ends on their enrollment end date (if set). The course enrollment end date is set per user, not per courseis 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 their course enrollment has endedthey have started the course.
Active	The enrolled learner with an active enrollment status at the scheduled send time, based on when their enrollment has endedthey have started the course.
Expired	The enrolled learner with an expired enrollment status at the scheduled send time, based on when their enrollment has endedthey have started the course.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled send time, based on when their enrollment has endedthey have started the course.
Complete	The enrolled learner with a complete enrollment status status at the scheduled send time, based on when their enrollment has endedthey 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 end start date , every time a course enrollment has endedbeen started.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time , based on enrollment end 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 end 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 has been completedended.
Active	The enrolled learner with an active enrollment status at the scheduled time, based on when their enrollment has been completedended.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on when their enrollment has been completedended.
Incomplete	Not applicable. This reminder event trigger and user segment will not produce any remindersThe 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 been completedended.
Specific user	One or more user accounts specified in the reminder’s “Email” field, at the scheduled time based on enrollment completion end date, every time a course enrollment has been completedended.
[ROLE]	All users with the role selected in the “Send to” field at the scheduled time, based on enrollment completion 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 completion end date, every time a course enrollment has ended.

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 The enrolled learnerslearner, at the scheduled time, based on the selected datewhen their course enrollment has been completed.
Active	All The enrolled learners learner with an active enrollment status at the scheduled time, based on the selected datewhen their enrollment has been completed.
Expired	All The enrolled learners learner with an expired enrollment status at the scheduled time, based on the selected datewhen their enrollment has been completed.
Incomplete	All enrolled learners with an incomplete enrollment status at the scheduled time, based on the selected dateNot applicable. This reminder event trigger and user segment will not produce any reminders.
Complete	All The enrolled learners learner with a complete enrollment status status at the scheduled time, based on the selected datewhen their enrollment has been completed.
Specific user	One or more user accounts specified in the reminder’s “Email“Email” field, ” at the scheduled time , based on the selected dateenrollment 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 the selected dateenrollment completion date, every time a course enrollment has been completed. Use with care.
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 dateNot applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on the specific date.	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 start selected date.
Active	All enrolled learners with an active enrollment status at the scheduled time, based on the start selected date.
Expired	All enrolled learners with an expired enrollment status at the scheduled time, based on the start selected date.
Incomplete	All enrolled learners with an incomplete enrollment status at the scheduled time, based on the start selected date.
Complete	All enrolled learners with a complete enrollment status status at the scheduled time, based on the start selected date.
Specific user	One or more user accounts specified in the reminder’s “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 with one or more incomplete faculty forms at the scheduled time, based on the start 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 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 learners with an incomplete enrollment status at the scheduled time, based on the end start date.
Complete	All enrolled learners with a complete enrollment status status at the scheduled time, based on the end start date.
Specific user	One or more user accounts specified in the reminder’s “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 with one or more incomplete faculty forms at the scheduled time, based on the end 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 courses. course. 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, at the scheduled time, based on the event start end date.
Active	All enrolled 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,” 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 with one or more incomplete faculty forms at the scheduled time, based on the event start end date.
Activity author	The activity author at the scheduled time, based on the event start end date.

Course object started

A course object is started when the user loads the course object page

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 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,” 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 with one or more incomplete faculty forms at the scheduled time, based on the event end start date.
Activity author	The activity author at the scheduled time, based on the event end date.	based 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	The All enrolled learnerlearners, at the scheduled time, based on the course object start event end date.
Active	The All enrolled learner learners with an active enrollment status at the scheduled time, based on the course object start event end date.
Expired	The All enrolled learner learners with an expired enrollment status at the scheduled time, based on the course object start event end date.
Incomplete	The All enrolled learner learners with an incomplete enrollment status at the scheduled time, based on the course object start event end date.
Complete	The All enrolled learner learners with a complete enrollment status status at the scheduled time, based on the course object start event end date.
Specific user	One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the course object start date, every time a course object has been startedevent end date.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on the event end date. Use with care.
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 course object start date, every time a course object has been started.
Users with incomplete faculty forms	Not applicable unless faculty are enrolled.
event end date.
Activity author	The activity author at the scheduled time, based on the course object start date, every time a course object has been startedevent end date.

Course object inactivityAn inactivity reminder is triggered at the specified period of time after a learner has started, but not completed a 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, at the scheduled time, after a learner has started, but not completed a based on the course object start date.
Active	The enrolled learner with an active enrollment status at the scheduled time, after a learner has started, but not completed a based on the course object start date.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, after a learner has started, but not completed a based on the course object start date.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled time, after a learner has started, but not completed a course objecttime, based on the course object start date.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, after a learner has started, but not completed a based on the course object start date.
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 based on the course object start date, every time a course object has been started.
[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 objectfield, 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, after a learner has started, but not completed based on the course object start date, every time a course object has been started.

Faculty form assigned

When a faculty form has been assigned to a faculty user associated with the course

Course object completedA 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 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	The enrolled learner, at the scheduled time, based on the after a learner has started, but not completed a course object completion date.
Active	The enrolled learner with an active enrollment status at the scheduled time, based on the , after a learner has started, but not completed a course object completion date.
Expired	The enrolled learner with an expired enrollment status at the scheduled time, based on the course object completion datetime, after a learner has started, but not completed a course object.
Incomplete	The enrolled learner with an incomplete enrollment status at the scheduled time, based on the after a learner has started, but not completed a course object completion date.
Complete	The enrolled learner with a complete enrollment status status at the scheduled time, based on the after a learner has started, but not completed a course object completion date.
Specific user	One or more user accounts specified in the reminder’s “Email,” at the scheduled time, based on the course object completion date, every time a course object has been completedafter 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, based on the course object completion date, every time a course object has been completedafter 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, based on the course object completion date, every time a course object has been completed.	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	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 reminders.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 “Email,” at the scheduled time, based on when a faculty form has been assignedthe course object completion date, every time a faculty form course object has been assignedcompleted.
[ROLE]	All users with the role selected in the “Send to” field, at the scheduled time, based on when a faculty form has been assignedthe course object completion date, every time a faculty form course object has been assignedcompleted. Use with care.
Users with incomplete faculty forms	The faculty users with incomplete faculty forms at the scheduled time, based on when a faculty form has been assignedNot applicable unless faculty are enrolled.
Activity author	The activity author at the scheduled time, based on when a faculty form has been assignedthe course object completion date, every time a faculty form course object has been assignedcompleted.

Versions Compared

Old Version 46

New Version Current

Key

Definitions

User Segments

Course enrollment created

Course enrollment started

Definitions

User Segments

Course enrollment created

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

Course object started

Event date:

start

Event date: end

Course object

started

Faculty form assigned

Course object

inactivity

Course object completed