Reminders

These settings apply to reminders for acknowledgements, reviews, recurring reviews, actions, change requests and authorization requests.

Note: SMS and email reminders can only be sent to users if they have a mobile number and email address specified in their user account. For escalation reminders, the line manager must be specified in the Reports To field in users' accounts.

Enable email reminders will send email reminders to users for any overdue To-do items.

Enable SMS reminders will send SMS reminders to users for any overdue To-do items.

Reminder interval (days) is the frequency of days in which email and SMS reminders are sent.

Start reminders prior to due date (days) is the date in which to start sending email and SMS reminders prior to the due date.

Enable escalations will send email and SMS reminders to users' line managers in order to escalate a request.

Start escalation after due date (days) is the number of days to send an email notification to users' line managers.

Allow authors to change settings allows process authors to modify the notification and escalation settings, as set above, before a request is sent out. If this option is disabled then the options set in the system options will be applied and cannot be modified.

The respective Reminders & Escalation user group permission must also be enabled for a particular user group to allow an author to edit the reminder and escalation settings when sending acknowledgement, authorization, review and action requests.

To change a value, double-click a row to display the options for a particular reminder. For example, double click the Enable escalations row to enable or disable escalations for a particular To-do type.

The text that is sent out in notification emails can be modified in the System Options. The following items in the Notifications system options apply:

System Options - Reminders