Compliance Reminders and Notifications

Set up and manage compliance reminders to never miss a deadline.

Reminder Types

Email Notifications

• Sent to assigned person
• Includes checklist details
• Link to submit
• Configurable timing

WhatsApp Notifications

• Instant delivery
• Mobile-friendly
• Quick submission link
• Available on paid plans

Dashboard Notifications

• In-app notifications
• Badge counters
• Due date indicators
• Overdue warnings

Reminder Schedule

Configure when to send reminders:

• 7 days before due
• 3 days before due
• 1 day before due
• On due date
• Overdue (daily until completed)

Notification Settings

Organization Level

• Default reminder schedule
• Notification channels
• Escalation rules

Individual Level

• Personal preferences
• Opt-in/opt-out
• Preferred channels

Escalation

For overdue items:

1. First reminder to assigned person
2. Second reminder after 1 day
3. Escalate to manager after 2 days
4. Escalate to admin after 3 days

Managing Notifications

1. Go to Settings > Notifications
2. Configure preferences:
   • Email on/off
   • WhatsApp on/off
   • Dashboard on/off
3. Set quiet hours
4. Choose notification frequency

Snoozing Reminders

• Snooze for 1 hour, 1 day, or custom
• Reason required for snoozing
• Tracked in audit log

Best Practices

• Enable multiple channels
• Set reminders well in advance
• Review notification settings regularly
• Don't ignore overdue alerts
• Update completion promptly

Troubleshooting

Not receiving notifications?

• Check notification settings
• Verify email/phone number
• Check spam folder
• Ensure WhatsApp is connected
• Contact support if issues persist