Add a Nudge

Add a nudge to the plan. You need to add details about the nudge. Alex chooses to create a new nudge for the reason expiry date of a document record is approaching

1. On the Document Record Expiry page, click Add in the Nudges section.
2. Select the Module as Human Resources.
3. Select Expiry date of a document record is approaching as the Reason. You can change the other attributes if you prefer.
4. Select the Document Type as Driver’s License.
5. Enter the number of days before the document record expires by when the nudge must be triggered in the Days Before Expiry field, enter 15.
6. Click Save.