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Reminders
Creating an Exception Report Reminder
Creating an Exception Report Reminder

How to set up a manager reminder to alert managers when certain inspections have not been submitted for the day.

Updated over a week ago

Exception Report Reminders will email Team Managers and Followers when vehicles are not routinely inspected with specific forms. The Exception Report will also highlight missed inspections for easy reporting.

Step 1:

Navigate to the 'Reminders' module. Select 'Exception Report Reminder' from the four categories listed.

Step 2:

Begin by giving your reminder a 'Title' (we recommend keeping it short), select which days the reminder should go out, what time, and which forms should be included in the report.

Select Create.

Exception Report Reminders will email Team Managers and Followers when vehicles are not routinely inspected with specific forms. The Exception report will also highlight missed inspections for easy reporting.

Step 4:

You can review all reminders that are upcoming and previously sent.


Deleting a Reminder

To delete a Reminder, select which Reminder you'd like to remove by using the arrow icon.

Select 'Delete' in the top right corner. Once deleted, the Reminder will no longer be active or send any notifications.

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