Sending Reminder Emails

Users can easily send reminder emails to assessment respondents and/or approvers for single or multiple assessments.

To send reminder emails for single assessment

  1. On the PIA & DPIA Automation menu, select Assessments. The Assessment screen appears.

  2. Select the Context menu of the assessment for which you want to send the reminder.
  3. On the Context menu, select Send reminder. The Bulk send reminder emails modal appears.


    Note:

    Optional: Enter a custom message that will be sent with your email reminder.

  4. Click the Send button.

To bulk send reminder emails

  1. On the PIA & DPIA Automation menu, select Assessments. The Assessment screen appears.

  2. Select the Checkboxes of the assessments for which you want to send reminders
    Note:

    Users can select up to 1,000 assessments at a time.



  3. Select the Context menu icon on the highlighted header.
  4. Select Send Reminder. The Bulk send reminder emails modal appears.


    Note:

    Optional: Enter a custom message that will be sent with your email reminder.

  5. Click the Send button.

To send reminder emails from section assignment summary modal

Note:

For more information on how to Assign Sections, see Assigning Sections.

  1. While viewing an open assessment which has Section Assignment enabled, select the Context menu within the assessment.


  2. Select View section assignment summary. The Section assignment summary modal appears.


  3. Click the Send reminder button next to the respondents you want to send the email reminder.
    Note:

    Reminders can be sent for sections which are visible and unsubmitted.

  4. Click the Close button.