Why am I Getting Emails About Policies? - Legacy Interface

Issue/Objective

To understand why emails may be arriving from PolicyStat. To understand how to send a reminder email to review a document in PolicyStat.

Environment

PolicyStat

Procedure/Resolution

Click to view these steps in the new PolicyStat interface.

PolicyStat sends automated email notifications to users any time their attention is needed on a policy. For more information on automated PolicyStat notifications, see this article How Does PolicyStat Alert Users?

While a policy is in pending through an Approval Workflow it may be helpful to send a personal reminder to the next Approver in the workflow. Sending a personal email regarding a policy can be helpful if it needs to be approved quickly, a long period of time has passed since they were notified of their need to review, or if a detailed description of items to consider during their review is needed.

Personal Email Reminder to Review

1. To send a reminder to the next approver, start at the PolicyStat Home tab.
2. Click All Policies Requiring Approval under the Policy Management column.
   
3. Locate the policy and the next Approver.
4. Click the envelope next to the name of the next Approver.
   
5. An email will open within your local email client. Either send the form message as is, or customize it to include a personal message. The Approver will receive an email from you in place of from PolicyStat.
   
   If customizing the message, be sure to leave the link to the policy. Clicking this link will direct the Approver to the appropriate policy and allow them to review.