Log In: Ensure that you are logged into your BuildPass account.
Select Project: Choose the project for which you want to set up a reminder.
Access Forms: Scroll down to the Forms section and click on the drop-down arrow button.
Choose Reminders: From the drop-down menu, select "Reminders."
Create a New Reminder: Click the green "New" button located on the upper right-hand side of the screen.
Fill Out the Reminder Form: You will be presented with a form. Complete the following information:
Form Selection: Choose the specific form you want to set a reminder for.
Recipient: Select the admin user who should receive the reminder.
Frequency: Choose the frequency of the reminder (e.g., weekly).
Time: Set the time for the reminder (e.g., 9 a.m. on Monday).
Reminder Title: Optionally, customise the title for the reminder.
Create Reminder: After filling out the form, click the "Create" button located at the bottom right-hand side of the screen.
Confirmation: Your form reminder is now set up. The chosen admin user will receive an email every Monday at 9 a.m., containing a link to access the form directly.
Email Preview: For reference, the received email will include a clickable link that leads to the form.
Important Note: Keep in mind that this reminder feature is available only for staff or admin users and cannot be sent to subcontractors.
Need Help? If you have any questions or require assistance, you can reach out to BuildPass support via email at [email protected] or through the chat icon located at the bottom right-hand side of the screen.