Sending emails when an Auditor is reviewing the rater lists

Product Guides for EchoSpan 360-Degree Feedback

When a manager finalizes a Target's Rater list, emails for the approved Raters are queued and available to send. From the drop-down menu, select Email>> Queued Messages to access the messages.

You have two options for sending out the emails.

Option 1: Project administrator manually releases emails from the email queue.

  • From the drop-down menu, select Email >> Queued Messages.
  • Select the emails to be distributed and click "Send Messages", or click "Send all Messages" to send all of the emails.

***The Rater Review Invitation is sent with this option.

Option 2: Auto-pilot used to send emails on a certain date.

  • From the drop-down menu, select Project>> Project Autopilot.
  • Populate a date for the field "Email Summary Invitations for Raters".

***The Rater Summary Invitation is sent with this option.

Additionally, you can setup your project so any raters not approved by a certain date will be automatically approved and their emails will be sent out following their approval. To do this, follow the steps below.

  • From the drop-down menu, select Setup>> Advanced Settings.
  • Expand the Target & Auditors Section.
  • Turn ON the option to Auto Approve Raters a certain amount of days after an auditor has been assigned.
  • Turn " Auto-Approved Rater Email Handling " to SEND- send raters invitation email.
  • Save settings at the bottom right of the page.

Last updated: Thursday, January 26, 2017
auditor, auditor emails, rater list, targets selecting raters
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