How do I send a reminder?
- Click on the specific program on your Dashboard or in the control management module.
- Click on Activities in the upper right corner of the program.
- When in the Activities list, set the time filter on the top left. You can also enter any other filter narrow down the list of activities even more.
- Check the green box for the control activity and click on “Send reminder”.
- A pop-up will appear in which you can choose to include a personalized message. The message is optional.
- Once you have sent the reminder, an email will then be sent to the user responsible/reviewer for the control.
Tip: You can also add reminders before and after the due date already when creating the control. Read more about setting reminders within the control here.
Note: You need to have an admin role or have edit rights at program level in order to send out reminders.
Learn more:
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Do you need to assign a responsible to a control? Go to How can I assign a responsible to a control?