Deadlines and Reminders

Keep data entry on track with deadlines and automated reminders.

Setting Deadlines

Organization Level

Go to Settings → Data Entry

Set default deadline rules:

- Weekly: Day of week (e.g., Monday)

- Monthly: Day of month (e.g., 5th)

These apply to all new metrics

Metric Level

Edit the metric

Set Entry Deadline Days

Days after period end when data is due

Overrides organization default

Reminder Notifications

Upcoming Deadline

• Sent 2 days before deadline
• Email and in-app notification
• Lists pending metrics

Overdue

• Sent on deadline day
• Daily reminders until entered
• Escalates to metric owner after 3 days

Managing Reminders

User Preferences

Go to Settings → Notifications

Configure reminder preferences:

- Email reminders: On/Off

- Reminder frequency

- Quiet hours

As an Admin

Go to Settings → Notifications

Configure organization defaults

Set escalation rules

Dashboard Widgets

• Pending Entries: Shows what's due
• Overdue Entries: Shows what's late
• Color-coded by urgency

Tips

• Set realistic deadlines
• Account for data availability
• Align with reporting schedules
• Review and adjust as needed