Reminders and Escalations
How to set up compliance reminders and escalation alerts.
Overview
Reminders send automatic notifications to your team before compliance deadlines. Escalations are follow-up alerts sent if a reminder is ignored and the deadline approaches without the obligation being marked complete.
How to Set Up a Reminder
- 1
Go to Compliance → Reminders in the sidebar.
- 2
Click Add Reminder Profile or edit an existing one.
- 3
Choose the compliance template this reminder applies to.
- 4
Set the reminder timing (e.g., 30 days before, 7 days before, 1 day before).
- 5
Select how the reminder is sent (email, in-app, or both).
- 6
Choose who receives the reminder.
- 7
Click Save.
Note
Escalation Profiles work the same way but are triggered only if the initial reminder was not acted upon. Use escalations to ensure critical deadlines are never missed.
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