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Information Request
Managing information requests
Managing information requests

Reminders, activity log, exporting, and deleting responses

Updated over a week ago

Each information request has a number of options that are available to workspace members.

The 'Action' button with its drop down menu is found at the top of the detail panel and offers the option to:

  • Edit reminders that are are sent to the recipient automatically. The due date can also be updated.

  • Send a reminder to the recipient manually. Normally this would only be used if the automated reminder schedule is complete.

  • Unsubscribe reminders on behalf of the recipient. Although they do have the option to do that themselves, using the link in any email notification they receive.

  • Add new item to a request.

  • Mark Submitted regardless of whether the request has had a comprehensive response or not.

  • Export all of the responses to that request as a zip file. Text responses will be exported as pdf files.

  • Delete the request. Please note: This action cannot be undone.

The 'Contribute' button allows members to add information to a request on behalf of the recipient.

Private Messenger for instant messaging with the recipient.

Reminder schedule

If reminders have been applied to a request, the schedule can be viewed by clicking the 'Reminder schedule' link.

Reminders will be sent automatically, 5 days before, 2 days before, and on the due date. Overdue reminders are then sent based on the schedule that was applied when the information request was created.

View access activity

If you want to see when the recipient has accessed an information request click on the 'View activity' link for a date and time stamped log. This will record each time the request is accessed, regardless of whether responses were added or not.

Re-assign requests

The 'Requests' section of each workspace contains the information requests that have been sent from that workspace.

To re-assign one or more information requests to another workspace member, select the checkbox next to the request and then click on 'Re-assign' user from the 'Action' dropdown.

Then select the assignee and click the 'Assign' button.

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