The email reminder function has been developed to create a comprehensive reminder management for all Stratsys products as well as the Do-apps.
What determines the sending of email reminders?
When do the reminders get sent out?
Description
For you as a user, the change means that all reminders are gathered in one email, and the content of this is based on the user's to-do list from the My Work page in Stratsys.
Reminders are sent out in a collective weekly email on Monday morning of the week. The content is governed by a standardized set of rules that take into account the task's periodicity.
Tasks that run on periods longer than 31 days, such as quarters, thirds of a year, and semi-annually, etc., are reminded per standard earlier than tasks that run on a monthly basis or shorter. The frequency of the dispatches can be adjusted by the administrator in the database here.
For you as an administrator, there is an expanded logging and searchability function. Through the log, the administrator gets a good overview of which emails have been sent out to which user and at what time.
What determines the sending of email reminders?
The content of the To-do list on the user's My Work page determines which reminders will be sent out. Reminders are sent out before and after the deadline.
The reminders are thus comprehensive for the platform and handle everything that is to be reported in:
| Nodes |  |
| Reports | |
| Do-apps | |
| Events in Meetings |
If a user works in multiple separate databases, a reminder email is sent for each database, based on the respective to-do list in each database.
When do the reminders get sent out?
Since reminders are now sent as a weekly consolidated email, they are sent on Mondays at 8:00 AM.
We have included support for time zones in case you, as a customer, are not located in Sweden. This ensures that the emails are sent out at the same time as mentioned above.
When are reminders sent before and after the deadline?
Due to the weekly email logic, the number of days before and after the deadline that reminders are sent is not as relevant and therefore cannot be controlled by administrators at this time. However, administrators do have the ability to enable or disable active reminder days, for example, if they do not want emails to be sent 28 days before the deadline for periods longer than 31 days. You can learn more about how to do this here.
NOTE: Please note that depending on which week the day falls on, the reminder will be included in the weekly consolidated email sent out on the following Monday of that week.
Currently, the logic works as follows in relation to the deadline according to the default settings for active reminder days - a reminder is also sent on the actual deadline date.
| Periodicity | Before Deadline | Before Deadline |
| Periods longer than 31 days, such as quarters, tertials, and half-years |
28 Days 7 Days 1 Days |
1 Days 7 Days 14 Days 28 Days |
|
31 31 days or less, such as monthly and weekly tasks, as well as tasks without periodicity from the Do apps. |
7 Days 1 Days |
1 Days 7 Days |
A simple overview picture according to the default settings for email reminders:
In-depth Information
If you're interested in learning more about the sending logic, you can read the paragraph below. However, the table above provides a comprehensive and general overview if you want to proceed directly to "Improved logging and preview of what is being sent".
Reminders for:
| Noder | Rapporter | Do-appar |
|
|
|
Example:
According to the default settings for Active Reminder Days as below...
...Here's how the email notifications will appear:
|
Period |
Deadline-date |
Reminder date |
Email sent |
|
April 2021 |
2021-04-30 |
2021-04-23 (-7 Days) |
2021-04-19 2021-04-26 2021-05-03 |
|
Quarter 3 2021 |
2021-10-15 |
2021-09-17 (-28 Days)
|
2021-09-13 2021-10-04 2021-10-11 2021-10-18 2021-10-25 2021-11-08
|
|
Events that lacks periodicity |
2021-04-30 |
2021-04-23 (-7 Days )
|
2021-04-19 2021-04-26 2021-05-03 |
Logging and preview
The reminder function includes a logging feature where administrators can get a clearer picture of which emails have been sent to users. You can search the log based on different criteria and preview how the emails look. Content in the emails that administrators are not authorized to see is confidential and will not be displayed, such as Secret nodes.
Settings in the platform
These settings require that you have the role of Super Administrator.
1. In the platform administration under Email Settings, platform administrators have the ability to control which of the customer's databases email notifications should be enabled for.
Påminnelselogik för utskick:
1.None: No reminders are sent out.
2. Send on a daily basis: Reminders are sent out according to the description in the previous sections, as well as the specified deadlines and milestones in the administration. The emails are sent on the specified day.
3. Send weekly consolidated email on Monday morning: Reminders are sent as a weekly email at 8:00 AM on Mondays. The email includes all reminders for the current week. The weekly emails are sent according to the description in the previous sections and based on the specified deadlines and milestones in the administration.
2. The setting in the report administration to enable email reminders for a report has been moved from its own tab to the general tab in the report settings. 
3. Active Reminder Days
In the database administration, you can set which reminder days should be enabled and for which reminder dates you do not want emails to be sent to users. There is also an option to preview based on a specific date, but be sure to save the adjustments before previewing.
NOTE: This feature only applies to nodes and reports. If you have to-do cards generated through Do apps or Meetings, they will be treated as if all toggles had been turned on in the image below.
Setting for individual users.
If email reminders are enabled as described in this article, users can customize their preferences for receiving reminders and how often they should be sent. Users can access these settings by going to their account settings, which can be found here:
You can also find the button to start using calendar sync, which allows your to-do list tasks to sync with your calendar.