Set delivery options
Features
You can control when an access code is sent. You can send them right away
or schedule them to sent at a later date. If you have a training scheduled
for three weeks from now you can cue up the access codes to be sent out in a
week.
Another feature allows you to automatically resend access codes to people
who have not completed their assessments. You can schedule a reminder to be
sent to anyone who has not completed their profile by a certain date.
Enable future delivery and auto reminder feature
This feature will not be displayed unless it is activated on the Personal
Options>>View Edit Account information screen. Scroll to the bottom of the
page and click "Yes" after "Enable future delivery and auto reminder feature
for assigning Access Codes. Don't forget to Save Changes.)
Steps for assigning delivery dates and reminders to access codes
- Under Manage Reports>>Create a New Report/Issue Access Codes,
select Delivery and Auto Reminder Feature
- Select 'On this date' and pick the date and time you want the access
codes sent.
Or select "Send reminder" and pick a date and time you want a reminder email sent to recipients who have not completed their profiles.
Note: You cannot change the content of the email that will be sent as a reminder. It will use the same custom message and custom subject line (if used) that were used in the original email. If you want to change the content of your email for the reminder message, do not use the Auto Reminder option. Use the Resend Respondent Login Information to resend the access code and change your message.
Group ID
EPIC will automatically assign a Group ID when you use this feature. This lets you identify the group should you need to make any changes to the delivery date/time or auto reminder date/time. (Note: The Group ID is only applicable when doing edits using the Batch Edit Delivery Options for Access Codes function).
A delivery date or reminder date for an individual access code in a delivery Group cannot be changed. Changes to either of the dates for the entire group, can be made by using the Batch Edit Delivery Options for Access Codes function and searching for the Group ID in the list.
You can remove one or more of the respondents from your group by using the Unassign Access Codes/Reclaim Credits function. Note: If you change your mind on the entire group and decide that you do not want to deliver the initial assign access code email, the only option is to unassign the access codes. Remember to uncheck the Send Confirmation Email option on the unassign access code screen to prevent the respondent from getting an email that references an access code email that they haven't seen.