Customer Guide for resending emails from Checkpoint when Not a Buyin

Customer Guide for resending emails from Checkpoint when Not a Buyin


 

  1. In the “Service Orders” section, find the audit you would like to chase by searching for the Target name. Open the service order by double clicking on the row:

 

 

 

  1. Click the icon highlighted below to view the Target details:

 

 

  1. Navigate to the email log and double click the email you wish to re-send:
TIP  - You can differentiate between Self Assessment chasers and Defect reminders using the subject line. Defect reminders will reference "Recommendations" or "Defects" in the subject line.

 

 

  1. Finally, click the “Forward” button and enter the new email address to send a copy of the email over to someone new. Click “Ok” to resend:

 


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