Notifications and Reminders

Notifications and reminders are sent by email to assignees and process owners inviting them to complete tasks.

A reminder is an email alert sent to one of the task assignees, to all of them or to the owner of the task (in an Onboarding (Transitions) process). Reminders can be configured by the Onboarding (Transitions) administrator such that they are sent before or after the task due date and contain a specific notification message.

Onboarding (Transitions) Center users can also configure reminders provided they have the appropriate user type permissions. The message in the email must be one of the predefined message templates in the system. An unlimited number of reminders can be sent, as frequently as one per day if desired, at any number of days before the task's due date. As well, an unlimited number of reminders can be sent, as frequently as one per day, at any number of days after the task's due date. As soon as the task's status is Complete, no more reminders are sent. Lastly, Onboarding (Transitions) Center users can send immediate reminders (chosen from predefined message templates) to all task assignees at any time.

A notification can be sent to task assignees and the task owner. One message template can be chosen for the assignees and it will be sent to them when the task is assigned. Another message can be selected for the process owner and it will be sent upon completion of the task. Notifications are optional and tasks can be configured by Onboarding (Transitions) administrators so that no messages are sent.