How to Set Up Approval Reminder Notifications on a Register Workflow in Assurance
There are two options for approval reminder notifications on your Workflow stages. The approval notifications act as a reminder and do not allow the notified person to approve the Form on behalf of the Approver.
In this article, you will learn about:
- Sending Reminder Notification to Approver
- Escalating the Approval to the Person Responsible or Designated User
Sending Reminder Notification to Approver
This option allow you to send a reminder notification to the approver(s) on a weekly, monthly or quarterly basis while the Form is waiting for their approval.
Escalating the Approval to the Person Responsible or Designated User
If the Form is not approved after a certain number of grace days, this option allows you to escalate the approval to the Person Responsible or Designated Escalation Users (has to be Full Users).
Once the grace days have elapsed, the escalation users will then be notified daily about the Form approval being overdue, in the escalations section of their daily reminder email. They will be reminded until the approval is completed.
Once you have finished setting up your approval stages select on Update to save them.