Email notifications are a big part of what makes Way We Do a versatile and effective tool.

The Action Summary email is an ideal way to stay on top of what you "have going on" in your Way We Do account.

You can set the right frequency for the Action Summary based on the needs of your organization. You have the option of this arriving either Daily or Weekly. This can be set at the organization wide level, as well as at the individual team member level.

When you choose Weekly, you can even set the specific day of the week that it will arrive.

Your Daily / Weekly Action Summary is only sent when you have activity to complete. It summarizes the following:

If you have one or more activities from this list, you'll receive your Daily / Weekly Action Summary. If you have nothing on this list, then you won't receive the email at all.

We also understand that sometimes you'd like to pause these notifications for some time. For example, you're taking leave and don't want to receive the notifications while you're away.

If you'd like to pause the emails, simply send us a message at support@waywedo.com with your name and the dates you'd like to switch them off for.

If you're preparing to be away from work for some time, and rather than pausing your emails, you can make some changes in the platform to lessen the likelihood of you receiving the Daily / Weekly Action Summary.

Processes I'm In

To ensure you aren't reminded about checklists you have running, it's good practice to complete these activities before you leave.

Reminders

Reminders are used to assign specific tasks to specific individuals on a scheduled date, or at regular intervals. Reminders are assigned by administrators and must be managed at the same level. Reminders can be changed or stopped at any time, provided the person making the changes has the correct level of user access to the Way We Do system.

Any user who wishes to stop receiving reminder emails must contact the administrator who assigned the reminder and ask them to make the requested changes. For complete instructions on changing the frequency of task reminders, or stopping them altogether, refer to How to Stop Task Reminder Emails.

Acceptance Requests

Acceptance Requests are sent when an administrator has requested that each team member be required to formally sign-off that they have acknowledged and read a specific policy or procedure.

To stop acceptance request emails at a user level, simply click the link in the email to go to the procedure that requires acceptance. Read through the procedure, and then click the “click here” link in the orange bar at the top of the page.

Sometimes you will receive an acceptance request email for a policy or procedure that you have already accepted. When this happens it means that the administrator has assigned repeat acceptance for the procedure. You will need to read and accept the procedure at the requested frequency.

If you wish to stop receiving these emails, or feel that the frequency of acceptance request emails is too high, speak to the administrator who set the request.

For more information on acceptance requests, read Adding an Acceptance Request.

Revision Reminders

Revision Reminders help you remember to continually revise policies and procedures. These reminders are set by administrators and can be changed or removed at any time. To stop revision reminders, simply log into the policy or procedure attached to the reminder and change or remove the revision date. For full instructions, refer to How to Stop Revision Reminders.