Scheduled Reminders

Reminders can be scheduled prior to initiating a Review. The Initiate Review wizard enables date selection when a Review is initially created.

Establish a Schedule

A Reminder Schedule is initially established within the Review Manager Review Setup.

A Review Setup includes a Followup Reminder Timing dropdown menu which lists different timing options. Selection of a timing option will establish an initial schedule, as long as the selection is before the Review's due date.

Once a schedule has been established, dates will be added to the Review Initiation. These dates will populate the calendar up to the specified Review due date, therefore determining when Reminders will be emailed to the appropriate individuals.

Each Reminder can have a unique message added to it. The message can be edited by selecting the Wand button located next to it.

Reminders are populated with the schedule of dates and display on the Batch Listing screen.

Selecting the number for a Reminder in the Reminders column will open a detailed Reminders Schedule, providing a detailed breakdown of the status for each Reminder.

The various statuses are as follows:

• Complete: Reminder has been sent.
• Skipped: Reminder will occur on the same day as another notification, and so is skipped.
• Pending: Reminder date is in the future and has not yet occurred.

Emails are sent to the designated individuals within the Review Setup. Upon completion of the Review, the reminders cease.