User Types: Regulators & Sponsors
Note:
- See Overview: Case Management & Communications for additional options for sending and documenting communications.
- Only users with authenticated accounts can received recurring reminders. Users with managed accounts cannot.
Step 1: Navigate to Manage [User Management] page and click on the tab labeled Reminders
Step 2: Click the Create Reminder+ button to begin configuring your automated reminder
Step 3: Complete the General Information section
Step 4: Complete the Recipients section to choose the user type who will receive this reminder
Step 5: Complete the Schedule section to choose the frequency & start date for this recurring reminder
- Quarterly (example below) the first reminder will go out on the start date and then additional reminders will go out every quarter, on the same date - ie, March 1st
- Weekly - the same day of the week, each week (example Monday)
- Biweekly - the same day of the week, every other week (example Monday)
- Monthly - the same date of the month, each month (March 4, April 4, etc)
Step 6: Click SAVE
Step 7: To edit or delete the reminder, click the 3 vertical dots to the right of the reminder. The edit button will allow you to edit all aspects of the reminder or pause the reminder.
If you have questions or need help, please submit a Support Ticket here.