Scheduling a future email reminder

You must first create an email template to use for the reminder. See Defining email templates.
Perform this task to cause a system-generated email to be sent to the employee and manager. The email notifies them when the due date is approaching and the component has not yet been resolved.
  1. Sign in as Health & Safety Management.
  2. Select Occupational Health > Send Reminders
  3. In the Email Template field, browse to the email template to use when the email is sent.
  4. In the Number of Days field, specify when the email is to be sent.
    This number specifies a send date that is this many days before the component due date.

    For example, if you specify 5, then the notification is sent when the due date is within five calendar days of the current date.

  5. Click Submit.
    An email to the employee is scheduled according to the date calculation. After it is sent, the contact event is listed on the Contact History tab of the component details.
    The email template determines which managers receive the notice.