Table of Contents
Resending emails for action plans
What does the follow-up email look like?
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: https://admin.goaudits.com/ 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:
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