If attestors have not yet processed an attestation case, you can send a reminder email to them to remind them about approving it.
The following options are available for sending reminders:
-
You can select a specific attestation case that shows its attestors and then send a reminder about this attestation case to one specific attestor (see Option 1).
-
You can send a reminder to all attestors of pending attestation cases that are shown on the current tab. This allows you to quickly notify all attestors that still need to make an approval decision (see Option 2).
-
You can show all the attestors that still need to make approval decisions about attestation cases and then send a reminder to one specific attestor (see Option 3).
To send a reminder to attestors of a selected attestation case
-
In the menu bar, click Responsibilities > My Responsibilities.
-
On the My Responsibilities page, click Cost centers.
-
On the Cost Centers page, click the cost centers whose attestation cases you want to display.
-
On the overview page, click Attestation.
-
(Optional) On the Attestations – <cost center name> page, click on a tab to display the corresponding attestation cases.
-
In the list, click the attestation case that has attestors you want to remind.
-
In the details pane, click Actions > Send a reminder mail.
-
In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.
-
Select the email program that you want to use.
This opens an email template with the attestor's email address.
-
Edit the email and send it to the attestor.
To send a reminder to all the attestors of pending attestation cases on the current tab
-
In the menu bar, click Responsibilities > My Responsibilities.
-
On the My Responsibilities page, click Cost centers.
-
On the Cost Centers page, click the cost centers whose attestation cases you want to display.
-
On the overview page, click Attestation.
-
(Optional) On the Attestations – <cost center name> page, click on a tab to display the corresponding attestation cases.
-
Click Send reminder.
-
In the Send a reminder mail dialog, enter the message for the attestor.
-
Click OK.
To send a reminder a specific attestor about pending attestation cases
-
In the menu bar, click Responsibilities > My Responsibilities.
-
On the My Responsibilities page, click Cost centers.
-
On the Cost Centers page, click the cost centers whose attestation cases you want to display.
-
On the overview page, click Attestation.
-
(Optional) On the Attestations – <cost center name> page, click on a tab to display the corresponding attestation cases.
-
In the Send a reminder mail dialog, next to the identity you want to notify, click Send a mail.
-
Select the email program that you want to use.
This opens an email template with the attestor's email address.
-
Edit the email and send it to the attestor.