Smartstaff
109
edits
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INSERT IMAGE
: '''Task Name → '''4 Week Reminder '''
: '''Task Type''' → Acknowledgement
: '''Description''' → Add a description
This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.
INSERT IMAGE
: '''Task Name → '''1 Week Reminder
: '''Task Type''' → Acknowledgement
: '''Description''' → Add a description
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
:
* '''Task 5: On Due Date Reminder to Grantee'''
This next task will be used to send out a third email reminder to the Grantee about the same upcoming report that is to be filled out.
INSERT IMAGE
: '''Task Name → '''On Due Date Reminder to Grantee
: '''Task Type''' → Acknowledgement
: '''Description''' → Add a description
: '''Role''' → Add the role that should receive this reminder email - Owner
: Create the '''Message template'''
* '''Task 6: On Due Date Reminder to Grant Staff'''
This next task will be used to send out a third email reminder to the Grant Staff about the same upcoming report that is to be filled out.
INSERT IMAGE
: '''Task Name → '''On Due Date Reminder to Staff
: '''Task Type''' → Acknowledgement
: '''Description''' → Add a description
: '''Role''' → Add the role that should receive this reminder email - Grant Staff
: Create the '''Message template'''
:
* '''Task 7: Status to Overdue'''
This task is created to change the status of the report to overdue. Note that if additional tasks need to be triggered by the overdue status, an additional workflow will need to be created and triggered.
:
=Appendix=
