Reminders

ATMS™ can send email reminders to the accountable persons for actions which are already overdue or about to reach their due date. An accountable person is the person whose response is required for the action to progress to the next stage.

A project can have a default system wide email reminder setting and it can also have different reminder settings for individual actions. System wide email reminder settings can be set from the Administration’s General tab section and individual action’s reminders can be set from the action edit screen.

If “Number of Days Before Due Date” is set to 7 days and “Number of Days After Due Date” is set to 2 days, then the accountable person will get a reminder e-mail 7 days before the action’s due date. Then the next reminder will be sent on the day the action will become overdue and after that a reminder will be sent after every 2 days until the action is closed out. If the “Limit to One” option is set, a reminder will be sent on the day when the action will become overdue and another reminder will be sent 2 days later, and no reminders will be sent afterwards.

For example, if an action is due on 10th June 2018 and “Number of Days Before Due Date” is set to 7 days and “Number of Days After Due Date” is set to 2 days then on the 3rd of June 2018 a reminder will be sent to the person accountable for that action stating that the action will be overdue in the next 7 days.

Then on the 11th of June 2018 another reminder will be sent to the accountable person stating that this action is overdue by one day and after that every 2nd day on 13, 15, 17 June 2018 and so on until the action is closed. If the “Limit to One” option is set, then a reminder will be sent on the accountable person on the 11th of June 2018 and another reminder will be sent on the 13th of June 2018 and no overdue reminders will be sent after that.

The Reminders tab allows a system administrator or creator to customise or disable overdue action reminders settings.

Recurrence