To do this, access the Management System within WorkRite and click on Company in the navigation column. Then click on the Security tab. At the top of this tab, you'll see the Password Policy settings. 

In the above picture there are three settings:

• Password age expiration
• Login link expiration
• Password reset link expiration

The current default configuration for these settings are:

• Password reset link expires after 1 day
• Login link expires after 1 day
• Password expiry is set to 365 days

The above can be altered on this page by any client administrator. WorkRite systems set up before the 22nd January 2020 will not have any default configuration set up, and will need to be manually set by a client administrator. 

To create a new or edit existing reminders you will need to access the Management System and click on Reminders in the side bar. 

The Reminders page will display all licensed courses. A summary of the current status is displayed under each course. Select View/Edit Reminder to set up or alter a reminder. 

Course reminders and daily reminders can be enabled. However, unless a reminder is configured using the following options, no emails will be sent.

To Add a reminder, select Add Reminder.

Training Notification is the initial email which is sent to the user to inform them of the requirement to start
training.

Training notifications should be configured per course. If there are no training notifications, it is not
possible to configure a reminder.

Select the Reminder email template to send

Sending action - controls who the email is sent to. Default is to the student only, but this can also be set to
the users manager, or a specified email address.

Interval in days - time between sending trigger email and sending reminder.

Select Save reminder.

To do this, select WorkRite Management System from the homepage. Then select Schedules from the side bar. 

The Schedule page displays all licensed courses. A summary of the current status is displayed under each course. Select View/Edit Schedule to set up or alter a schedule.

Course Schedules and daily reminders can be enabled. However, unless a schedule is configured using the following options, no emails will be sent.

There are three options for schedules. Not all courses have a test or an assessment, which may affect theoptions available:

Re-training - user must complete all the modules, the test and the assessment again (if applicable)

Re-Test - User must complete the test and the assessment again (if applicable)

Re-Assessment - User must complete the assessment again.

Once a schedule is triggered, the user will display as Not complete/Incomplete on the relevant report.

Each schedule has the following properties:
Interval - When a scheudle will activate, based on the last completion date for a users course.

Trigger - What the schedule uses to determine if a users course is complete. This is either the last completion date of the modules, test or assessment.

Email - the template that will be sent to the user. 

Reminders can be set against each schedule. It is possible to configure multiple reminders.

Select the email template to send
Sending action - controls who the email is sent to. Default is to the student only, but this can also be set to the
users manager, or a specified email address.
After - When the reminder should be sent, after the inital schedule email is sent.

Once these options are selected for a reminder, select Add to create the reminder.

To delete a reminder, select the delete button.

From the WorkRite home page select WorkRite Management System. Then select Content from the side bar and then Create Content from the top of the screen.

Use the Content Type drop down menu to select Email Template. 

Complete the fields as follows:

• Name: Enter the title of the email template. This is to identify the email and is not displayed when an email
is sent.

• Subject: Enter the subject of the email template. The user end user will see this.

• Email type: Select the relevant email type:
• Training Notification – To notify users to start training, contains login details and will be able to
trigger reminders.
• Reminder – To remind users to complete a course that they have not yet completed, these can be
triggered by the training notifications. See Reminders for set up details.
• Miscellaneous – These can be used to send general messages to users/groups.
• Reassessment Notification – To be used when a user is made active after a period of leave (e.g.
maternity), or after a change of circumstances (e.g. a desk move).
• Login Details Reminder – This is a password reset email - the link to reset the users password will
be automatically added when the email is sent.
• Schedule Notification – To notify users to retrain or reassess (if applies) after a specific period of
time. See Schedules for set up details.

• Body: Enter the body of the email. This is all the content that will be displayed to the user in the email. The
relevant link will be automatically appended, in the following format: “Please follow the link below to log in. If
you have trouble clicking on the link please copy and paste it into the address bar of your web browser.”
• Signature: This content will be displayed at the after the body of the email.

Select Insert.

The scroll down and click on the Course Information tab.

Courses are either licensed site wide or to a specific group. Site wide courses are mandatory for users to complete. 

To allow a user access to a group licensed course, hover over the relevant course and click the slider to the on position. This takes effect immediately.

Click on Create Group (next to the search bar).

Complete the fields as follows:
• Name: Enter the title of the group.
• Description: Enter the description of the group.
• Group Type: Choose this from the dropdown list.

When you are ready to create your Group, click on Save Changes. 

Then click Create Group Type. 

Then complete the following fields:

• Name: Enter the title of the group type
• Description: Enter the description of the group type
• Tick to make the group type geographical. This allows assessments to be completed under
• Tick to prevent emails being sent to groups created under this group type
• Tick to allow Client Managers to be able to add people to groups created under this group type

To save this Group Type, click Save Changes.