Compliance assignment notifications help learners stay informed about required compliance work and help policy creators monitor open assignments. This article explains the compliance notification lifecycle across transactional emails, notification bell alerts, reminders, cancellation notices, weekly policy creator digests, and organization-level settings.
Who can use this feature?
Learners can receive and open compliance notifications when they are assigned compliance requirements.
Access to the assignment overview depends on your permissions, as described in Viewing and managing compliance assignments.
Available on Desktop and Mobile for learner notifications. Compliance Center administration is available on Desktop.
Note: Bell notifications are created independently of email delivery. Compliance emails, including the policy creator weekly digest, are suppressed when the recipient's membership in the policy's organization has status Deactivated; delivery otherwise remains subject to the applicable sending conditions.
Overview
Compliance notifications are based on compliance assignment events and due dates. They can inform learners when a requirement becomes available, remind them before or after the due date, tell them when a requirement is no longer due, and summarize open assignments for policy creators.
Learners can open a requirement directly from the email button Open requirement or from the notification in edyoucated. Learn more about completing assigned requirements in Completing compliance assignments.
Notification channels
Transactional emails
Compliance emails are transactional emails. They are sent to support required platform workflows, such as informing learners about assigned compliance work or reminding them about due dates.
For a general list of automatic emails, see Automatic emails overview.
Notification bell alerts
Compliance bell alerts appear in the notification bell inside edyoucated. They help learners notice compliance events even when an email is not opened.
For the general notification bell reference, see User notifications (notification bell).
Weekly summary for the policy creator
Policy creators can receive a weekly email summary for published compliance policies with open assignments. The digest is email-only and is controlled by the organization-level Send a weekly summary to the policy creator setting.
Compliance notification lifecycle
Event | Recipient | Channel | When it is sent | What it communicates | Relevant setting |
Compliance assignment opened notification | Learner | Email and bell notification | When a compliance assignment becomes open for the learner. | A compliance requirement is now due, including the requirement, due date with time zone, related compliance policy, and the email button Open requirement. | Generated by the assignment lifecycle. |
Due soon reminder | Learner | Email and bell notification | When the additional reminder is enabled and an open compliance assignment reaches the configured lead time before the due date. | The requirement is approaching its due date. | Send an additional due-soon reminder, with the selected number of days before the due date |
Due today reminder | Learner | Email and bell notification | When an open compliance assignment is due today. | The requirement is due today. | Generated by the assignment lifecycle. |
Overdue reminder | Learner | Email and bell notification | When an open compliance assignment has passed its due date. | The requirement is overdue. | Generated by the assignment lifecycle. |
Overdue follow-up reminder | Learner | Email and bell notification | When follow-up reminders are enabled and an open overdue compliance assignment reaches a follow-up point defined by the selected cadence. | The requirement is still overdue. | Send overdue reminders after the due date, with the selected cadence |
Compliance assignment canceled notification | Learner | Email and bell notification | When a compliance assignment is removed or canceled for the learner. | The requirement is no longer due, including the previous due date with time zone and the related compliance policy. | Generated by the assignment lifecycle. |
Policy creator weekly digest | Policy creator | Email only | Weekly, for published compliance policies with open assignments. | A summary of open compliance assignments for the policy. | Send a weekly summary to the policy creator |
Compliance notification settings
Compliance notification settings are configured at organization level under Compliance in the Notifications tab, separate from General. They affect optional learner reminders, their timing, and the policy creator weekly digest, and are grouped into Learner reminders and Manager & admin emails.
Setting | What it controls | Default | Available values |
Learner reminders |
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Send an additional due-soon reminder Also labeled Send an extra reminder before the due date. | Whether learners receive an additional reminder before the due date and how many days in advance it is sent. | 7 days | Turn the toggle off to disable this optional reminder. When enabled in edit mode, a dropdown appears with whole numbers from 2 to 30, followed by days before the due date. |
Send overdue reminders after the due date Also labeled Send follow-up reminders after the due date. | Whether learners receive follow-up reminders after a requirement becomes overdue and which cadence is used. These are separate from the first overdue notification. | Regular | Turn the toggle off to disable overdue follow-up reminders. When enabled in edit mode, choose: |
Manager & admin emails |
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Send a weekly summary to the policy creator | Whether policy creators receive a weekly email summary for published policies with open assignments. | Enabled | Enabled or disabled |
Only in edit mode, the Learner reminders section displays the information note: Learners are always notified when an assignment becomes active, is due today, is overdue today, or is canceled. This explains which lifecycle notifications are separate from the optional reminders; it does not describe an additional sending feature or guarantee email delivery. Bell notifications are created independently of email delivery, and the membership restrictions and applicable sending conditions still apply.
Lifecycle notifications such as assignment opened, overdue, and cancellation are created from compliance assignment events. Reminder settings can change when certain reminders are sent, but they do not change the fact that assignment lifecycle events can generate notifications.
For organization-level controls, see Manage organization settings.
Due dates and time zones in notifications
Compliance assignment notifications show due dates together with the relevant time zone. This helps learners understand exactly when a requirement is due, especially when teams work across different locations.
The schedule and time zone configured for a compliance policy affect the due dates shown in compliance communications. Learn more about policy schedules in Creating and managing compliance policies.
Cancellation notifications
If a compliance assignment is removed or canceled, the learner can receive a Compliance assignment canceled notification. This can happen when an ongoing assignment is no longer required, for example after a policy change or when a policy is archived.
The cancellation email uses the subject Compliance assignment removed: A requirement is no longer due and tells the learner that the requirement is no longer due. It also references the previous due date with time zone and the related compliance policy.
Checking assignment status and due dates
Compliance assignment statuses and due dates are used to determine which learner reminders and policy creator summaries apply.
Learn more in Viewing and managing compliance assignments.
If a notification or email is missing
Check the recipient's membership status in the policy's organization: a status of Deactivated prevents compliance emails, including the policy creator weekly digest, from being sent to that recipient.
Check whether the compliance assignment is still open. Completed, removed, or canceled assignments no longer follow the same reminder path.
Check the due date and time zone used by the compliance assignment.
Check the organization-level Compliance notification settings: whether Send an additional due-soon reminder is enabled and which lead time is selected, whether Send overdue reminders after the due date is enabled and which cadence is selected, and whether Send a weekly summary to the policy creator is enabled. The overdue follow-up toggle does not control the first overdue notification.
For policy creator digests, check that the policy is published and has open assignments.