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How to Send Automated Reminders for Incomplete Assessments

To send automatic reminders for incomplete assessments, follow these steps:


Step 1: Log In to Your Account

  • Open your browser and go to your Vessel Smart Assessments Platform.

  • Log in to your account by entering your email and password.

  • Click the Login button.


Step 2: Navigate to Assessments

  • Once logged in, locate the main menu on the left side of the page.

  • Click on "Assessments" to open your list of assessments.




Step 3: Select an "In Progress" Assessment

  • Find and click on an assessment marked as In Progress or Ready for Review.

    Note: Reminders can only be sent for assessments that are "in progress".


Step 4: Access the Summary Section

  • In the selected assessment, you will be in Summary section by default.

  • Scroll down to locate the Share Assessments section.


Here, you will see a list of emails associated with the assessment along with the "Send" button.



Step 5: Send the Reminder

  • Click on the Send button next to the corresponding email.

  • Confirm the action to send the reminder.


 

Need Help?

If you encounter any issues while sending reminders or have questions, please contact our support team at info@vesselscale.com



222 North 13th Street, Boise, ID 83702

Info@vesselscale.com  |   208.806.1752 

Sales and Marketing Heuristics LLC,

DBA Vessel An Idaho LLC Established 2017

© 2024 VESSEL

SBA Veteran-Owned Certified
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