Portal Reminders
It is possible to set up reminders for users to notify them of any records that have been sitting in the Portal queue, unprocessed, for a prolonged period of time.
Please follow the below steps to ensure this is set up correctly, and the reminders go to the required users.
Please Note: Admin Users may be the only users with access to System Settings in your site, so please confirm with them if you wish this to be implemented.
Firstly, navigate to the System Settings and scroll down to the section named Reminders
The last option within Reminders should be “Portal Submission Reminders”
Once the above has been filled in, scroll to the bottom of the page and click Save & Close
You will then be required to navigate to the list of Organisational Units, via settings
Search for/locate the Org Unit required and click the menu cog alongside it, then select Edit
Locate the Default Portal Reminder Recipient and select the user who you wish to receive the reminders, at the Org Unit level.
If there is no named user at the Org Unit level where a Portal Record is submitted, the system will look at the Org unit above this, and then above that one, all the way up the Org Unit tree. If there is no named users in any of the Org Units, the reminders will be sent to the Master Default User, specified in the System Settings.