Table of Contents

When is this useful?

Resending emails for action plans

What does the follow-up email look like?

Related Articles

When is this useful?

When you want to follow up with audit assignees via email about important action plan tasks.

Resending emails for action plans

Step 1: Log in to the admin portal: on a Desktop. Under 'Setup', Click on 'Dashboards'.

You will be taken to the Analytics page.

Step 2: Select the Date Range, Company, Audit Form, etc. from the Advanced Search field on the left of the screen.

Step 3: Check the boxes of those you want to resend the emails. And click 'Resend email'. You may use the Search field to locate a person by name.

Note: For those entries that don't have the checkboxes, it's because their status is 'Closed'. You cannot resend emails to assignees tagged to that audit status.

Step 4: A popup appears asking you to confirm sending emails to the selected assignees. Click 'Send'.

What does the follow-up email look like?

The follow-up email lands on the assignees' email box and appears like this.

The subject line of the email looks like 'Follow up tasks - Checklist name - Location - Date'.

Related articles:

About Analytics Action Plans

How to add an action plan assignee

How does an Action Plan Assignee receive the tasks

How to carry out an Action Plan as an assignee

How to create an Action Plan during an inspection

How to enable the Action Plan on a Form/Checklist

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