Compliance assignment notifications help learners stay informed about required compliance work and help policy owners monitor open assignments. This article explains the compliance notification lifecycle across transactional emails, notification bell alerts, reminders, cancellation notices, weekly policy-owner digests, and organization-level settings.
Who can use this feature?
Learners can receive and open compliance notifications when they are assigned compliance requirements.
Policy owners and users with role Owner can work with compliance policies, assignment overviews, and organization notification settings when Compliance Center is enabled. Learn more about roles and permissions here.
Available on Desktop and Mobile for learner notifications. Compliance Center administration is available on Desktop.
Note: Bell notifications are created independently of email delivery. Transactional emails are delivered to users with status Active and Not yet activated. Users with status Deactivated do not receive transactional emails.
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 owners.
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).
Policy-owner weekly digest
Policy owners 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 policy-owner weekly digest 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 an open compliance assignment reaches the configured lead time before the due date. | The requirement is approaching its due date. | Due soon lead time |
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 an open overdue compliance assignment reaches a follow-up point defined by the organization preset. | The requirement is still overdue. | Overdue follow-up preset |
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-owner weekly digest | Policy owner | Email only | Weekly, for published compliance policies with open assignments. | A summary of open compliance assignments for the policy. | Policy-owner weekly digest setting |
Compliance notification settings
Compliance notification settings are configured at organization level. They affect reminder timing, overdue follow-up behavior, due-today learner emails, and the policy-owner weekly digest.
Setting | What it controls | Default | Available values |
Due soon lead time | How many days before the due date learners receive the due soon reminder. | 7 days | 2 to 30 days |
Overdue follow-up preset | Which follow-up schedule is used after a requirement becomes overdue. | Standard | Off: no overdue follow-up reminders |
Policy-owner weekly digest | Whether policy owners receive a weekly email summary for published policies with open assignments. | Enabled | Enabled or disabled |
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
Owners can review compliance assignment statuses and due dates in the Compliance Center. These values are used to determine which learner reminders and policy-owner summaries apply.
Learn more in Viewing and managing compliance assignments.
If a notification or email is missing
Check the user status. Transactional emails are sent to users with status Active and Not yet activated, but not to users with status Deactivated.
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, especially the due soon lead time, overdue follow-up preset, and policy-owner weekly digest setting.
For policy-owner digests, check that the policy is published and has open assignments.