Changes

Creating a workflow with scheduled reminders

1,256 bytes added, 19:46, 13 May 2022
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** For the '''Connect To''' option - select the task you want the workflow to start with - in this case it will be the Initial Delay task.
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After creating the first connector, it should look like this;
 
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You will need to create connectors for the remaining tasks. Make sure that you connect the current task in the workflow. The default option in the connector is Complete - which will end your workflow.
 
 
 
* The next connector connects the initial delay to 6 Week Reminder to Staff.
** We have given it a Name, left the trigger as default and selected the task that it is connecting to.
** The trigger date is set to the date that the report is due in the Application Manager
** There is a delay of -42 days because the email is to be sent out 6 weeks (42 days) before the report is due.
** You can select a time the email is scheduled to go out, if it is to only account for business days, and whether or not holidays are included.
 
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* The next connector connects 6 Week Reminder to Staff to the 4 Week Reminder to Grantee.
** We have also given it a Name, left the trigger as default and selected the task that it is connecting to.
** The trigger date is set to the date that the report is due in the Application Manager
** There is a delay of -28 days because the email is to be sent out 4 weeks (28 days) before the report is due.
 
 
 
 
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