Viewing Read & Confirm Reminder Settings

Policy Read & Confirm (4 of 4)

To configure additional notifications to go out to your users, this is handled through the Read Confirmation Settings screen. 

To access this:

  1. Navigate to the Dashboard within your Policies application
  2. Click the ‘Read & Confirm’ tab
  3. Click ‘Read & Confirmation Reminder Settings’ as shown here: 
  4. In the next screen, you can configure how many reminders you would like to go out to the users defined for that item. Up to 3 reminders can be configured.
  5. In the below example, you can set the following at the app level:
    • Read & Confirm Reminders: You can set up to 3 reminders to go out X days before the due date.
    • Time of day: Configure the time of day for the alerts to be sent
    • Notification Type: Configure the type of alerts that you want to be sent 
  6. Save these settings to complete your changes.

Note: These settings are at the App level and cannot be configured individually for different policies on the same app.

Return to What's New in Version 13.5 Policy Assist

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