Ideagen Internal Audit (Aura): Turning on ‘Consolidate’ for reminder emails causes incorrect email to be sent
Reminder emails are normally sent one per overdue item. If a Contact has multiple overdue items of the same type (e.g. Action Update, Document Request) then then they will be sent multiple emails.
It is possible to set Consolidate to true for the reminder Robot jobs, and this should send one single email (per item type) with a relevant link to the Web module.
However, simply setting the consolidate flag to True will cause an improperly formatted email to be sent, such that the Contact gets a copy of the email template with their name attached to the bottom, e.g. for Action Update reminders:
Dear ActionUpdate.Owner\Person.Forenames
You are reminded that you still need to respond to the Action: ActionUpdate.Name
Please provide an update by clicking on the link below, which will take you directly to the action update.
[Contact’s name]
For Document Request reminders:
Dear DocumentRequest.Respondent\Person.Forenames
You are reminded that you still need to respond to the Document Request: DocumentRequest.Name
Please submit this document by clicking on the link below, which will take you directly to the DocumentRequest.
[Contact’s name]
The correct procedure for setting consolidated emails is described here: Ideagen Internal Audit (Aura): Consolidating action reminder emails – Ideagen Internal Audit (Aura) (ideagen.com)