Send certification task reminders

The Certification Task Escalations workflow sends automatic email reminders.

The Certification Task Escalations workflow sends automatic email reminders to the:
  • Certification task owner.
  • Assignment group, if the assignment group was specified on the Certification Task form.
  • Manager of the certification task owner, if necessary and if a manager was specified on the User form.

The reminders are based on the Complete by field on the certification task record. If the Complete by date is changed, the reminder schedule automatically adjusts to reflect the new date.

Table 1. Certification task reminders
Time elapsed to end date Email reminder is sent to Escalate field on task record reads
50% task owner and assignment group (if specified) Moderate
75% task owner, assignment group, and manager of the task owner High
95% task owner, assignment group, and manager of the task owner High
100% task owner, assignment group, and manager of the task owner High

To set reminders for different or more intervals, edit the workflow Certification Task Escalations. In addition to the email reminders sent automatically, users with the certification_admin role can send email reminders manually at any time.