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Question
How to create notifications based on due dates
Is it possible to create a notification email based on a due date on a questionnaire? We would like to be able to send reminder emails to people a couple of weeks before the due date.
Hi Frances, If this is for incidents, we have explored the ability to send out reminder emails for overdue incidents with InPhase a few months ago.
It is possible, but the only thing holding us back from implementing is that any historical overdue incidents will all be emailed and then sent again monthly until all the records are closed down. (Staff are concerned about number of emails they may receive). For new records, the system will send out a reminder (e.g. after 3 working days from creation) and then again a month later until the record is closed down.
I would suggest raising a ticket and having a teams call with the help desk for them to fully explain this to you.
Happy for you to contact me if you would like any further information.
+1Hi Frances, If this is for incidents, we have explored the ability to send out reminder emails for overdue incidents with InPhase a few months ago.
It is possible, but the only thing holding us back from implementing is that any historical overdue incidents will all be emailed and then sent again monthly until all the records are closed down. (Staff are concerned about number of emails they may receive). For new records, the system will send out a reminder (e.g. after 3 working days from creation) and then again a month later until the record is closed down.
I would suggest raising a ticket and having a teams call with the help desk for them to fully explain this to you.
Happy for you to contact me if you would like any further information.
Hi Viki, we have the same issue and have asked consultants and the service desk several times but they all tell us it’s not possible! Could you outline the solution you were given?
Hi Matt, Here is the response from the helpdesk, hopefully it will help you and you can go back to seek further support.
‘You cannot configure reminder notifications via the User Interface (UI) at present, however this can be achieved through the use of comment-based notifications and calculated fields on the live connect and scheduled import.
We have provided 'training' on how scheduled notifications to be sent when a risk record reaches its review date or when an incident becomes overdue.’
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