Followup Reminder for an Involved Person

Followup Reminder for an Involved Person

When writing an incident report and adding an involved person from the web, you have the option to send a follow-up reminder to a list of recipients in the Communication screen if the involved person has requested, or as author of the IR you feel it would be beneficial, to have additional contact with the person at a later date. If so, SOVA would send an email reminder 60 minutes prior to the selected follow-up time to recipients who have opted-in to receive these communications. 

Prerequisites:

  1. Add recipients in the Communication screen, "IR Reminder" tab. For information about this, please read the article on adding recipients to the communication screen.

Adding the Followup Reminder:

  1. Navigate to Reports > Incidents
  2. Click the yellow button "Add Incident Report"
  3. Complete the basic information for the IR
  4. In the "Persons Involved" tab, click the plus icon
  5. Complete the information for the involved person
  6. In the required field titled "Follow-up Required?" choose, YES
  7. Choose a date and time that the involved person should be contacted. This date and time could be a request by the involved person, or a date and time selected by the IR author
  8. Select how the involved person is to be contacted. Choices are:
    • In person
    • Personal phone
    • Call guestroom (for hotels to use)
    • Email
  9. Below is the Involved Person popup showing the "Follow-up Required" fields:


After you click save in the popup above, verified recipients in the Communication screen, "IR Reminder" tab will receive an email similar to below, 60 minutes prior to the follow-up time selected in the popup above, with details about the IR and contact details for the customer/guest so they can be followed up with using their preferred method of communication:


TIP: If your guest wants a follow-up at 1000 hours, your recipients would receive the email at 0900 hours so they would have ample time to review the incident prior to contacting the customer/guest at their preferred time.
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