Once you start using automated reminders, you will want to know whether they are being sent. Animana has a way to see whether a reminder has been sent (via the reminder job report). This article will explain how to use this functionality and will also provide some clarity with regards to some common errors and mistakes.
Before you start
We strongly advise running this report every other week. The report only stores two weeks’ worth of information, which means that if you don’t check your reminders once every two weeks – you might miss the chance to reporting on reminders that aren’t being sent!
- Go to > Reminder Job Reports.
- Click on Start Job to let Animana retrieve the reminder information:
- The report will take a minute or two to complete, after which the report will be shown.
- Based on the status colours you can quickly identify which reminders have been sent correctly or haven’t been sent at all.
- Hover your mouse pointer over a status – you will be able to see why the message has not been sent.
More information about solving these errors can be found in the “More about this” section.
More about this
Solving the most common errors
Below is a list of common problems and solutions in relation to this report
|Phone number missing||Please add a valid phone number to the client in the "Client Data" tab.
If this is done before the reminder date, the system will try to send it again on the next automatic reminder run.
|E-mail address missing||Please add a valid email address to the client in the "Client Data" tab.
If no email address is present, a letter will be created instead. This will not cause an error but simply give a "print.me" PDF file. Click this file to print the letter(s).
|Date of reminder has passed||The reminder due date has passed. You can manually remind the client by going to Worklist > Reminders.|
Printing reminder letters
If you want to send reminder letters – this job report will give you the ability to print these out. Click the print.me file. This will open a PDF file containing the letters. Click print to send a print task to the printer.