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Mitratech Success Center

How to add Action reminders by category

 
How to add action reminders by category. If you wish for the user(s) to receive e-mail(s) before an Action is due you can use this article to assist you in setting this up.

Please note only Administrators will be able to make these updates on CMO.

How to add action reminders by category 

If you wish for the user(s) to receive e-mail(s) before an Action is due you can use this article to assist you in setting this up. 

  • Login to CMO
  • Go to Admin tab 
  • Next on the left hand side select Forms
  • Next select Action Categories

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A Pop-up appears, Click the paper and pen icon 

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As an example, if  you click on the icon corresponding to "High", Action Category High pop-up appears 

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Here is an example of the information you can fill out 
  • If you wish for the user to receive emails fill out the following

1. First Advance Reminder (days)

2. Second Advance Reminder (days)

3. User Role - by default they are all ticked

Lastly click 'OK'

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Would you like the reminder for the user to appear on their Dashboard?  If yes, 
  • Tick Dashboard as shown below

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Action categories updated 
  • You can now see that the changes that we have made now appear.

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