Emailing Delinquent Users - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

Reading group members have a Delinquent status if they have not read a document by its assigned deadline date. If you have Compliance rights to a Reading Group, you can email Reading Group members to inform them of their Delinquent status from the Document Administration pane.

From the Document Administration pane:

  1. Select the Reading Group from the Administration Groups section in the Your Groups pane. If you are emailing all users with a Delinquent status in any Reading Group, go to step 4.
  2. To email Reading Group members with a Delinquent status for a specific document, select the document from the Documents list. If you are emailing Reading Group members with a Delinquent status for any document, go to step 4.
  3. To email a specific Reading Group member, select the Reading Group member(s) from the Users list. You can hold down the Ctrl key to select multiple users. If you are e-mailing all Reading Group members with a Delinquent status, you can skip this step.
  4. Click the Email Delinquent Users button:
  5. The Email Delinquent Users window is displayed:
  6. Select one of the following Reading Group options:
    • Selected Reading Group- Send notifications only for the currently selected Reading Group.

    • All Reading Groups- Send notifications for all Reading Groups you have rights to administer.

  7. Select one of the following Documents options:
    • Selected Document- Send notifications only for the currently selected document in the Reading Group.

    • All Documents- Send notifications for all documents in the Reading Group.

  8. Select one of the following Users options:
    • Email Selected Delinquent User- Send notifications only for the currently selected users in the Reading Group.

    • Email All Delinquent Users- Send notifications to all delinquent users.

  9. Type any Additional Instructions.
    The email that is sent contains a list of the documents for which each user is delinquent. This field allows you to modify the email by adding additional instructions.
  10. Click OK to send the notification.