Assessment Reminder Email Rules FAQ

The configurations live centrally in the email rules tab. For more information, see Reminder Email Rules.

Yes. You can manually send a reminder email by clicking "Send Reminder" from context menu or selecting multiple assessments in the assessment list. For information, see Sending Reminder Emails.

Utilizing the Bulk Send Reminders feature will assist you in this task. For more information, see Sending Reminder Emails.

Assessment Reminder Email (Manual + Automated Rule) and Assessment Reminder (Assessment Past Due) are the email templates used for this feature.

Yes, respondents assigned sections will still receive automated reminder emails. If the respondents of the section have already submitted their section (and have no other open section assigned), then they will NOT receive an automated reminder email since they have submitted their portions already.

Yes. If the Summary Email is enabled, any triggered emails (via rules or via bulk send actions/manual reminder) will be sent along with the summary.

The subject message will read: One or more assessment are awaiting your input for completion.

Assessment Reminder Email Rules. This permission controls the ability to view the Email Rules options within settings.

Yes. The feature applies to all assessments across various modules:

• PIA & DPIA Automation

• Third-Party Risk Management

• IT & Security Risk Management

• Data Mapping Automation

No. This feature does not support mulitple conditions and/or actions currently.

There will be a 2nd Condition for if user has not set deadline. If no deadline has been set, we will send automated reminder email at the frequency set in the rule until the assessment moves to Under Review.

No, they send in addition to the regularly scheduled emails.

Continue to send reminder emails at the same frequency until assessment moves to Under Review.

Both rules will be triggered and both emails will be sent.

The assessment's organization.

Yes.