UpKeep Learn allows you to fully automate course reminders, notify learners of upcoming due dates, and trigger recertification cycles. By using reusable reminder templates and flexible course-level configurations, you can keep your frontline team compliant without manual follow-up.
Key Capabilities
Reusable Reminder Templates — Create, edit, list, and archive standardized reminder schedules to use across multiple courses.
Flexible Course-Level Attachment — Attach reminder templates to courses and trainings with custom override options (Inherit, Template, or Off).
Automatic Recertification Cycles — Trigger automatic retraining and recertifications when credentials near their expiration date.
Dynamic Schedule Previews — View exact dispatch schedules and recipients based on company time zones before activating rules.
Step-by-Step Guide
Manage Reminder Templates: Go to the Reminders settings page. Here you can create, edit, list, or archive reusable reminder templates.
Attach Reminders to Courses: Configure new reminders and assign the courses or trainings that should have that reminder configuration sent.
Configure Due Dates & Recertification: Set target due dates and certification intervals.
Review Notification Logs: Track dispatch history under Notifications. Filter logs by recipient, date, or status, or export them to CSV for compliance audits.
FAQ
How do recertification cycles get triggered?
UpKeep Learn automatically scans certification dates, applies the specified template logic, and assigns the retraining course right on schedule.
What are the design notes for inline vs. reusable reminders?
Reusable reminder templates allow you to update an entire training program's cadence at once. If you disable a template, it will archive and stop sending across all attached courses.