The list
Filter by status with the menu above the list: All reminders, Queued, Sent, Failed, Canceled.
Reminders, with the status filter above the list.
Read a reminder
Select a row to read the email in full: the subject, who it goes To (with the agent copied), and the body. The upload link is shown as a placeholder, because each link is created at the moment the email is sent and never stored.
A reminder opened: who it goes to and what it says.
Stop a reminder
For a queued reminder, choose Cancel in the list, or Don’t send this reminder when reading it. A canceled reminder is not sent again. See Pauses, and when chasing stops.Regenerate
Regenerate re-checks every subcontractor and generates whatever reminders are now due, in the background. You rarely need it. Each subcontractor is re-checked without being asked once a day, in the hour the day begins in your time zone, and whenever something about it changes, and reminders that have fallen due are generated every hour.
Regenerate, at the top right of Reminders.
When chasing is off
The page shows a notice that automatic chasing is off, with a Turn on chasing link. Reminders are still generated so you can see what would go out. A reminder left unsent for more than a week is replaced by an up-to-date one when it is next due.A subcontractor’s own chases
Each subcontractor’s page has a Chase history card with their most recent reminders. Each shows what it was about and its status as coloured labels (red for an expired policy or a gap in cover, amber for a final notice), then when it was sent or why it failed. Choose a reminder to read the email in full, with who it goes to.
Chase history, on each subcontractor page.