Schedule a procedurestep to be automatically processed

To save time, you could choose to automatically schedule specific procedure steps. If you do so, iController will automatically send a reminder to your customer on the time and date predefined in the procedure step settings.

This is currently available for these procedure step types:

1. Reminder: partially
   • email: yes
   • registered email: yes
   • SMS/text message: yes
   • fax: no
2. Telephone: no
3. Warning: no(t yet)
4. Outsourcing: no

Please note:

• If you schedule a reminder and the reminder is not an email or registered email, but the creation of a PDF document,, the procedure step will not be processed.
  PDF's should always be executed manually, because they need to be printed within the same day they are processed.
• All steps that are not yet, or not processed at all, will stay available on the worksheet to be processed manually by the iController users.

Tip: schedule your procedure steps in the afternoon, so in the morning you are still able to double-check the lists which are going to be processed automatically.

How to

Please follow these steps to schedule your procedure steps for automatic processing:

1. Log in into your iController as a system administrator user
2. Go to "Settings" (Where are my settings?)
3. Go to "Procedures"
4. Click the edit icon  behind the procedure step you wish to schedule