Ability to schedule review forms

Currently only review forms are able to be scheduled in a wfl. If a customer would like to have a survey at 10, 30 and 60 days that grant managers need to complete, we can't schedule the survey for them. We can create an email reminder at 10, 30, and 60, days for each form. However, if we could create the ability to schedule the form for grant manager review forms this would make the reminder emails in addition to that ability to ensure grant managers are filling out the forms in a timely manner.

  • Guest
  • Feb 23 2023
  • Reviewed: Need Further Info
Client Name HCA Healthcare
Employee Name Ben Cavin
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  • Admin
    Meg Radford commented
    May 11, 2023 17:21

    Thank you for your feedback. What date are these intervals compared against? Why aren't the reminder emails sufficient?