Obligation reminders
Set how far ahead your team is reminded of renewals and deadlines, and whether reminders arrive by email, Slack, or both.
Reminders make sure an obligation doesn't arrive unannounced. You decide how far ahead to be warned, and Fusial notifies the contract owner and any active assignees as each obligation's due date approaches.
Reminder policies are set on the Obligation reminders page — "Choose when to be reminded before renewals, notice deadlines, and other contract obligations. Reminders go to the contract owner and active assignees." Only an organization admin can manage them.
Reminder rules
A reminder rule defines when reminders fire and how they're delivered. The first time you open the Obligation reminders page, Fusial sets up a Default reminders rule so reminders work out of the box. Admins can edit it or add more with New rule.
Each rule has:
- Name — a label for the rule.
- Applies to — All types, or a single obligation type (renewal notice, auto-renewal, payment, and so on). When more than one rule could match an obligation, the most specific rule wins, so a type-specific rule overrides the catch-all.
- Lead times — how many days before the due date to remind, as a comma-separated list. The default is 60, 30, 7 — reminders 60, 30, and 7 days out.
- Remind on the due date — also send a reminder the day it's due. On by default.
- Remind once when overdue — send a single reminder if the date passes without the obligation being completed. Off by default.
- Send email / Send Slack message — the channels to deliver on. Slack is available once your organization has connected a Slack workspace; otherwise the option shows as not connected.
- Enabled — turn the rule on or off without deleting it.
How reminders are delivered
Fusial checks obligations once a day and sends any reminders that are due. For a given obligation, recipients are:
- the contract owner, and
- anyone with an active assignment on that contract.
Reminders go out on the channels the matching rule has enabled — email, Slack, or both — and each person receives them according to their own notification preferences. An upcoming reminder is titled around how close the date is ("in X days", "due today"), and an overdue reminder is sent once, clearly marked overdue. Fusial won't send the same reminder twice.