Email notifications are a big part of what makes Way We Do a versatile and effective tool.
In Way We Do we have some instant email notifications for certain activities as well as a Daily Action Summary and / or Weekly Action Summary.
Daily / Weekly Action Summary
Your Daily / Weekly Action Summary is sent when you have activity to complete. It summarizes the following:
Processes I'm In: checklists that you have running and need to continue working on
Reminders: any reminders that you have due today
Acceptance Needed: any policy or procedure acceptances you need to perform
Sign-off Needed: any checklists you've been asked to sign-off on
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.
The Action Summary contains clickable links to take you directly to the relevant items within your Way We Do account.
Daily Action Summary vs Weekly Action Summary
You have the option to receive your Action Summary either Daily or Weekly. This can be changed for everyone in your account, or for specific users. This needs to be changed by the team at Way We Do, so if you'd like to switch from one to the other, send us a chat or email support@waywedo.com
Instant Email Notifications
There are some activities that happen in Way We Do that will send an instant email notification. These are:
Collaborator Invites: when you've been invited to an Activated Checklist, either by a colleague or via a Schedule
Supervisor Sign-Offs: when you've been invited to sign-off on a Checklist Instance
Password Reset: when you request to reset your password
Collaborator Invites
These will tell you who invited you and to what process. Select Help complete the checklist to go to the Checklist Instance in Way We Do
Supervisor Sign-Offs:
This will tell you who invited you to perform a sign-off and to what process. Select Approve the checklist now to go to the Checklist Instance in Way We Do
Password Reset:
Password reset emails are sent when you use the Forgot Password? link on the login page.
The email will contain a link to reset your password.
I don't receive the Daily / Weekly Action Summary
If you don't receive the Action Summary, this may be because you don't have any activities to perform (it's only sent when you have things to do).
The other reason may be that your organization has chosen to turn off the Daily / Weekly Action Summary.