Click the Settings icon on the bottom left of any page.
Note: Depending on your PolicyHub licence, System Settings may not be visible in your application software.When you use this feature, you gain ...
When you select the Settings icon the Manager escalation email settings page opens.
Enable Manager Escalation Emails
With the Enable manager escalation emails check box selected, manager escalation emails will be sent to recipients at the planned intervals described in “Manager Escalation Email Schedule” below.
When the Enable manager escalation emails check box is clear, email messages will not be sent. See “Escalation emails” for further information.
Manager Escalation Email Schedule
In the Schedule the email section, select the interval at which the Manager Escalation Email will be sent. The choices are weekly, monthly, yearly or once and the default setting is weekly.
When weekly is selected, you can set a value for Repeat after a set number of week(s) and you can select the days of the week you want the reminder to be sent. For example, to send a Manager Escalation Email every other Monday, set Repeat after a set number of week(s) to 2 and select Monday.
When monthly is selected, you can select the months you want the review reminder to be sent out. The review reminder can then be sent out on specified weeks of the month, or on specified calendar days of the month.
When week of the month is selected, the Manager Escalation Email can be sent out on the 1st, 2nd, 3rd 4th or Last week of the month on the specified days of the week. When calendar day(s) in the month is selected, one or more calendar days can be entered in the text box. A comma must be used to separate multiple values.
When yearly is selected, click in the Starting on box to open a calendar. Select the date and the time required.
You can set the email frequency in the Repeat after a set number of month(s) field. In the example below the email will be sent 2 years (24 months) after the Starting on date and time at midnight on the 16th November 2019.
Click Done when you have configured the required date and time for the email repetition.
Weekly, monthly or yearly emails can be left to run indefinitely, or you can configure an end date for the schedule. To set an end date, click in the and ending on (optional) text box and select a date from the pop-up calendar. Click Done when you have selected the required date. The schedule ends at the end of the selected day.
When once is selected, click in the Starting on box to open a calendar. Select the date and the time.
Click Done when you have configured the required date and time.
Save And Close
Click Save and close to save the changes made in the Manager escalation email settings page. If there are any errors which prevent the settings being saved, these errors must be resolved before you can save the settings. A validation error describing the fault will also be displayed.
Click Cancel to close the Manager escalation email settings page and return to the original PolicyHub window. Any selections you have made will be lost when selecting Cancel.