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Administrator Guide
Last Updated: 2023-10-06
Set Up Multiple Checklist Expiration Notifications

Set Up Multiple Checklist Expiration Notifications

You must have the
checklist.settings.manage
 and
checklist.settings
 permissions.
You can set up multiple notifications to remind users when a checklist action is nearing expiration. This enables you to prompt users more than once to complete a required checklist item before it expires. You can configure notifications based on the number of days before the expiration and the roles you'd like to notify.
Example: You require one of your vendors to provide proof of citizenship as a checklist action. There's an existing configuration to notify the vendors at 10 days before the item expires, but they ignore the notification. For additional reinforcement, you can set up multiple notifications to send to the vendor at 7 days, and at 5 days to the vendor and the MSP (to escalate the issue).
  1. From the header, select
    More
    Company Settings
    .
  2. Under
    Jobs & Work Orders
    , click
    Checklists
    .
  3. Select an existing checklist or add a new checklist.
  4. Under the Expiration section, select
    Notify When Nearing Expiration
    .
  5. As you configure the notification, consider:
    Field
    Description
    Days Before Expiration
    Specify the number of days before expiration to send the notification. You can't send a notification on the same day as the expiration.
    Roles to Notify
    Select roles to notify from the drop down menu. You can enter multiple roles.
  6. Click
    Add Notification
     to create another notification. If you delete a notification, this won't impact those that have already been sent.
  7. Click
    Save
    .
The notification setup applies immediately to both new and existing checklist actions.