Enable manager notifications

Users with the assessment_admin role can enable the Notify manager assessment is overdue email notification.

Before you begin

Role required: assessment_admin or admin

About this task

This notification sends emails to assessors' managers when assessors do not complete their assigned assessments on time. For more information, see the table of assessment notifications. You must enable or disable this email notification separately for each metric type.

Procedure

  1. Navigate to Assessments > Metric Definition > Types.
  2. Open a metric type.
  3. Select the Notify if overdue check box.
    The Notify if overdue option
    To disable manager notifications, clear the check box.
  4. Save the record.
    Note: The assessor's user record must have a manager specified in the Manager field to use this notification. You might need to configure the form to use this field.