This article explains how to configure Portal Submission Reminders in Assure. Portal Submission Reminders are automated email notifications that alert designated users when a Portal submission (a record submitted via the AssureGo+ portal that has not yet been processed) has been sitting in the Portal queue unprocessed for a specified number of days. Reminder emails are generated and sent during Assure's overnight batch process, not in real time. Only users with administrator-level permissions can access and modify System Settings.
Prerequisites
Before configuring Portal Submission Reminders, ensure the following are in place:
| Administrator-level access to System Settings in Assure. |
| A default portal notification recipient configured at the Org Unit level. Portal submission reminders require this recipient to be set before reminders can be sent. |
| If enabling manager notifications, the manager hierarchy must be properly configured in user profiles within the Person Register. |
Configuration Steps
Step 1: Access System Settings
Log in to Assure with an administrator account. Navigate to System Settings (under System Configuration) from the main menu.
Step 2: Locate the Reminders Section
Scroll down to the section labelled Reminders.
Step 3: Select the Email Delivery Format
Choose one of the following notification formats:
| Summary Email: Users receive one consolidated email summarising all pending or overdue tasks. |
| Individual Emails: Users receive separate emails for each pending or overdue task. |
Step 4: Configure Portal Submission Reminders
Enable the Portal Submission Reminders toggle.
Specify the number of days an unprocessed portal submission should remain in the queue before triggering a notification. The accepted range is 1 to 60 days.
Select which users should be notified:
| Default portal notification recipient |
| The manager of the default portal notification recipient |
| Note: If enabling manager notifications, ensure that the manager hierarchy is properly configured in user profiles within the Person Register. |
Step 5: Save the Configuration
Click Save to apply the reminder settings. Reminder emails will be generated and sent during the next overnight process.
| Note: Reminder emails are generated and sent during Assure's overnight batch process, not in real time. |
AI Metadata
- Product Area: System Settings, Notifications, Portal
- User Role: System Administrator
- Tags: Portal Submission Reminders, Email Reminders, Assure Configuration, Overnight Process, Org Unit Defaults, Notification Recipients, Unprocessed Submissions, Portal Queue
- Version/Region: Assure (All Versions, All Regions)
- Important Synonyms: Portal queue reminders, unprocessed submission alerts, portal notification emails, submission reminder emails, portal recipient notifications
- Suggested Embedding Keywords: Assure portal submission reminders, configure portal queue reminders, unprocessed portal submissions, default portal notification recipient, email reminders portal queue, Assure overnight email process, Org Unit portal defaults
- Relevant Modules: System Settings, Portal. Cross-module implication: Portal Submission Reminders depend on the Org Unit configuration (default portal notification recipient must be assigned at the Org Unit level) and on the Person Register (users must have valid email addresses configured).