Please note, this feature is in development and due to be released in January 2025. These articles are intended to support our Customers in this feature rolling out. This feature is part of our basic package and will be turned on for all customers.
Introduction
Bud Messaging gives trainers the ability to initiate conversations with Learners, optionally include the Employer Contact and converse between the participants within the platform.
Users
- Users with the Trainer (assessor) role.
- Learners & Employers
Important Information
- A trainer can see when the Learner or Employer have read their messages, but the Learner and Employer cannot see if the Trainer has read theirs.
- Messages that are deleted, will remain visible to the Messaging Administrator for safeguarding and transparency.
- The Message Administrator within your organisation, has visibility of all messages.
- If a Learner's trainer changes, the new trainer will replace the existing trainer in the conversation, so that they have visibility of the latest communications.
- If a Learner's Employer changes, the existing Employer conversation will be set to read only and the new Employer will not have access. A new conversation will need to be initiated.
- A Trainer can message any Learner that they are the Primary Trainer of.
How to: Accessing The Messaging Hub
Accessing the Messaging Hub is easy for Trainers, simply click in to the 'Learners' navigation item, and then 'Message Hub'.
In the hub, you will find all of the conversations you have open with your Learners and an option to create new conversations.
How to: Initiate Conversations
There are two ways a conversation can be started between Trainer and Learner. The first is whereby the Learner initiates it with their Primary Trainer, but only when it doesn't already exist. The second way is when the Primary Trainer initiates it from within the Hub.
The following steps show how a Trainer can start the conversation:
1. Go to 'Messaging Hub'.
2. Click 'Create New Conversation'.
3. Locate the Learner you want to start a conversation with.
4. Select if you want to include the Employer. Note: if you do not include them at this point, they cannot be added into this conversation. However you can setup a new conversation with this Learner and include the Employer.
The conversation is started and you can now send messages.
How to: Sending Messages
Sending messages is really easy in the Messaging Hub. Simply type into the message box, and click send. You should see the message added to the conversation pane above.
How to: View read receipts
Read receipts give the trainer the ability to see if there message has been read by the Trainer and Learner.
On your conversation pane, once a message is sent, you will see the read receipt below the message. If this isn't present, the message has not yet been read. The screenshot below shows us the message on 25th November has been read by the Learner, but the message on 27th has not.
How to: Delete messages
If you accidently send information in the wrong conversation, you can delete that message using the 'Delete' button:
Once deleted, it will show to everyone that the message has been deleted.
Note: the Messaging Administrator within your organisation will be able to see the original content of the message.
How to: Locate a Conversation
To find an existing conversation, you can use the search filter at the top of the Messaging Hub. This will search the names of the participants within the conversation.
If an Employer is part of a conversation, you will see their name and icon within the list of conversations on the hub.