IN THIS ARTICLE:
Overview
There are a number of steps that need to be completed for the Parental Consent module, check out the Parental Consent & Age Restrictions article for more information.
In this article we will be going through setting up the Automations.
If you have not completed parts 1, 2 or 3 prior, be sure to check out the below articles, before continuing with the steps below.
Part Four: Setting up the Automations
A number of automations are required as a minimum to use the parental consent module effectively. It is important to remember you can add additional actions as required.
The minimum automations that we recommend for the parental consent module are:
Notifying the Parent / Guardian
Reminding the Parent / Guardian
Reminding the Candidate
Confirming a Parental Consent is Complete
Advising the Parental Consent has Timed out
Below we will take you through our suggested settings for these automations, please check out the Creating Automations article, for more information on setting up Automations.
Notifying the Parent / Guardian
When creating the automation, we suggest the following settings, as best practice:
Create Automation Page
Name: Parental Consent - Notify Parent/Guardian
Tasks: Parent Consent - Consent Created
Schedule Trigger: At the time
Category: Parental Consent
Add Actions Popup
General Tab:
Name: Email to Parent/Guardian
Action: Email to Referee / Consenter
Delay: To enable the referee the most time to complete the reference check, we recommend no delay before the automation is completed.
Rules Tab:
For this automation we do not recommend any Rules.
Options Tab:
Select the Email Template you created in Part 3: Setting up Communications.
Confirming a Parental Consent is Complete
When creating the automation, we suggest the following settings, as best practice:
Create Automation Page
Name: Parental Consent - Complete
Tasks: User Check Status Updated
Schedule Trigger: At the time
Category: Parental Consent
Rules: User Check Status - Is Equal To - Parental Consent: Ready
Add Actions Popup
General Tab:
Name: Parental Consent - Complete
Action: Email
Delay: No delay required
Rules Tab:
For this automation we do not recommend any Rules.
Options Tab:
Select the Email Template you created in Part 3: Setting up Communications.
You can further restrict the Automation based on Event or Event Shift on this tab also, if required.
Note: If there is another admin user that also needs to be notified this can be done using email to specific email address action here also. If utilising Checkpoints, we recommend to create an additional action here to move the user to the next checkpoint.
Reminding the Parent / Guardian
When creating the automation, we suggest the following settings, as best practice:
Create Automation Page
Name: Parental Consent - Reminder
Tasks: Parental Consent - Reminder
Schedule Trigger: At the time
Category: Parental Consent
Add Actions Popup
We recommend at least two reminders for the parent/guardian, you will need to set up individual actions for each reminder you wish to send.
General Tab:
Name: Reminder Email to Parent/Guardian
Action: Email to Referee / Consenter
Delay: This will be the delay between Notifying the Parent/Guardian and sending the reminder.
Rules Tab:
For this automation there are no applicable Rules.
Options Tab:
Select the Email Template you created in Part 3: Setting up Communications.
Note: This action will need to be re-created for each reminder that is required using the delay to define when the reminder is sent.
Consent Reminder to Candidate
When creating the automation, we suggest the following settings, as best practice:
Create Automation Page
Name: Parental Consent - Candidate Follow Up
Tasks: Parental Consent - Reminder
Schedule Trigger: At the time
Category: Parental Consent
Add Actions Popup
General Tab:
Name: Parental Consent - Candidate Follow Up
Action: Email
Delay: Define when the reminder is sent
Rules Tab:
For this automation there are no applicable Rules.
Options Tab:
Select the Email Template you created in Part 3: Setting up Communications.
You can further restrict the Automation based on Event or Event Shift on this tab also, if required.
Advising the Parental Consent has Timed Out
When creating the automation, we suggest the following settings, as best practice:
Create Automation Page
Name: Parental Consent - Timed Out
Tasks: User Check Status Updated
Schedule Trigger: At the time
Category: Parental Consent
Rules: Parental Consent - Is Equal To - Failed
Add Actions Popup
General Tab:
Name: Parental Consent - Timed Out
Action: Email
Delay: No delay required
Rules Tab:
For this automation we do not recommend any Rules.
Options Tab:
Select the Email Template you created in Part 3: Setting up Communications.
You can further restrict the Automation based on Event or Event Shift on this tab also, if required.
More Information
Check out the Parental Consent - Overview article for more information and next steps.