A weekly email is available which provides a summary of the tasks and compliance documents that are outstanding, or approaching a deadline. This article covers the contents of the message and how to enable it.
This email is not suitable for Super User accounts. It is designed to show a summary of outstanding work for people who have access to a specific set of assets within the system. Super Users can see all data, regardless of other access permissions, and the summary email is not designed to account for that level of system visibility.
QUOODA® will send this update to all users that have it enabled on a Monday morning and it will contain the following information:
Actions Summary – Actions are tasks that are specifically linked to a risk. You will see the number of actions you have in the below categories and also a hyperlink to open these in QUOODA®. If you need help completing these actions please read the viewing and updating tasks help page.
- Overdue actions
- Total outstanding actions
- Actions due this week
Tasks Summary – This will show all tasks, including any actions from the breakdown above. You will see the number of actions you have in the below categories and also a hyperlink to open these in QUOODA®. If you need help completing these actions please read the viewing and updating tasks help page.
- Overdue actions
- Total outstanding actions
- Actions due this week
Document Compliance Summary – This will show a summary of the compliance performance for the properties you have access to. You will see the number of documents you have in the below categories and also a hyperlink to open these in QUOODA®. If you need help adding compliance documents please read the documentation help page.
- Overdue actions
- Total outstanding actions
- Actions due this week
To receive this email, please follow the steps below.
Step 1. Go to the user preferences and change the password area of your account
You will need to be logged in to QUOODA® to complete this. The User preference and change password area of your account can be accessed using the button with a person and a cog on it, from the top right of the screen.
Step 2. Enable the User Summary setting
- Select the user configuration tab
- Tick the USER_SUMMARY_EMAIL_ENABLED field. If you would like to stop receiving this email, you can uncheck the box instead
- Save
TOP TIP – Super Users can enable this email for any of the users on their system. We explain how to do this in Step 3 of the adding a new user help page.