Approval Reminders
If approver has pending approval data, when urging approver to approve, you can choose manual reminder or set automatic reminder time.
1. Manual Reminder
After viewing approval progress, click the remind button to immediately send reminder email to approver, you can also customize the reminder email content.
2. Automatic Reminder
Enable automatic reminder switch, set automatic reminder time, can choose daily or workday reminders, set time. After saving, all approvers with pending approval data will receive reminder email notifications at the specified time.
Approver receives reminder email.
FAQs
Q: What are approval reminders in SurveyMars?
A: Approval reminders are notifications sent to approvers when they have pending approval data. They help ensure timely processing of submissions by reminding approvers to review and act on pending requests.
Q: What are the two types of approval reminders?
A: The two types are manual reminders and automatic reminders. Manual reminders are sent immediately when you click the remind button, while automatic reminders are scheduled to send at specified times.
Q: How do I send a manual reminder?
A: After viewing approval progress, click the remind button to immediately send a reminder email to the approver. You can also customize the reminder email content to include specific information or instructions.
Q: How do I set up automatic reminders?
A: Enable the automatic reminder switch, set the automatic reminder time, and choose between daily or workday reminders. After saving, all approvers with pending approval data will receive reminder emails at the specified time.
Q: Can I customize reminder email content?
A: Yes, you can customize the reminder email content for manual reminders. This allows you to include specific information, instructions, or context that approvers need to make informed decisions.
Q: What are the automatic reminder time options?
A: You can choose between daily reminders (every day) or workday reminders (Monday through Friday). You can also set the specific time when these reminders should be sent.
Q: Who receives automatic reminder emails?
A: All approvers with pending approval data will receive reminder email notifications at the specified time when automatic reminders are enabled. This ensures no pending submissions are overlooked.
Q: How do approvers know they have pending approvals?
A: Approvers receive reminder emails that notify them of pending approval data. These emails serve as alerts to prompt them to review and process submissions in a timely manner.
Q: Can I set different reminder schedules for different approvers?
A: The automatic reminder system applies to all approvers with pending data. However, you can use manual reminders to send personalized reminders to specific approvers when needed.
Q: What happens if an approver doesn't respond to reminders?
A: If approvers don't respond to reminders, submissions remain pending. You may need to send additional manual reminders or reassign approvals to ensure timely processing of submissions.
