Indicator entry reminder

Modified on Mon, 19 Dec 2022 at 03:30 PM

At the start of each entry period, an email is automatically sent to managers so that they can enter their indicators.

If the entry of an indicator has not been carried out by one of these managers, you then have the option of sending them a reminder email from the application.

It is possible to assign several managers of different types (customers, practitioners, external) to one or more indicators

Entering indicators is significant for updating data, especially if some formulas contain indicators

Sending the reminder email

Go to the Dashboard application
Go to the "Indicators" section located in the left menu.
From the Overview, click on the 3 points located to the right of the indicator to be restarted.
Click on "Send a reminder".
Validate the sending by clicking on "Confirm".

If a stakeholder is late on several indicators, it is not necessary to send a reminder for each indicator. In fact, when he clicks on the link contained in his reminder e-mail, he will have access to all the indicators concerning him.