Send Automatic Questionnaire Reminders for Initiatives

You can now leverage the same automated questionnaire reminders on standard initiatives as supported for survey initiatives. Automatic reminders extend touchless qualification capabilities, helping you increase response rates without additional work. Set response reminders and past due notifications according to a predetermined schedule based on the due date. When using automatic requalification, the reminder schedule is carried over in each cycle, further reducing the need for your intervention.

To enable automatic reminders, first set a response due date then schedule up to three automatic reminders for responders. The first two reminders can be sent on or before the due date and the final reminder is sent after the due date. These automatic reminder notifications are optional. In the following example, the response due date for the supplier questionnaires is 29-Feb-2024. Three automatic reminders are then set for; 10 days prior to the due date, 2 days prior to the due date, and 5 days after the due date. If the example initiative includes internal questions, then another set of reminder fields would display to allow you to set up a different reminder schedule for the internal questionnaire here.

Edit Initiative

Create Initiative

After launching the initiative, you can review the automatic reminder schedule from the Monitor Initiative page. In addition, you can still send a response reminder manually.

Monitor Initiative

Steps to Enable

In the Scheduled Processes work area, schedule the ESS automated task Perform Automated Tasks for Supplier Qualifications to run every day. This automated task will send response reminder notifications according to the parameters set on initiatives. If you're already sending automatic reminders for survey initiatives, this is the same ESS task that you need to run. No action is needed if this task is already scheduled.

Tips And Considerations

When you duplicate an initiative, the values for reminders are copied onto the new initiative.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Create Supplier Qualification Initiative (POQ_CREATE_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)
Monitor Supplier Qualification Initiative (POQ_MONITOR_SUPPLIER_QUALIFICATION_INITIATIVE_PRIV)

These privileges were available prior to this update.

To set up this feature, you'll need a configured job role that contains this existing privilege to schedule the Perform Automated Tasks for Supplier Qualifications ESS job:

Perform Supplier Qualification Automated Tasks (POQ_PERFORM_SUPPLIER_QUALIFICATION_AUTOMATED_TASKS)