Send a Reminder (with Endorsing Result)
How to send a reminder regarding a Result Message whilst Endorsing (within Message Centre)
Sending a reminder only works with the endorse action, It does not work when refusing the endorsement or with Sign / Review action.
Used as follows:
- Consultant would like to send themselves a reminder e.g. for the follow up.
- Instructions to someone to do something with the result.
- Open Message Centre and then open up a result either from the inbox or from within a pool.
- Complete Action Pane at the bottom of the result
- Select Endorse
- Additional Forward Action – Send reminder to Message Centre folder
- To: Send this to the person or a group of people (pools) N.B. Make sure the reminder folder displayed
- Comments: This is optional, add in comments field of what needs to be reminded of. N.B. This message does not appear in the subject message of the reminder message.
- Individual inbox
Pools Menu Bar: Opening the message, shows the results and the ‘Reminder comments’ made. It is possible to use the reminder for reply or for a redirect. It is possible to reschedule the reminder for showing up later or go red with the dure is reached.A reminder that has been deal with should be completed. It is then moved to the ‘Trash’ folder from where it can be deleted or restored.
Updated: 30 September 2025
