How to Send Reminders to Thinkers to Complete Their Assessment

(Instructions for Axon Self Processors)

To ensure your thinkers complete their assessment in time for your session it is important to send them reminders. 

Automatic Reminders

While setting up your invitation (How to Invite Thinkers to Complete an HBDI Assessment) you were asked to choose the number of days before the deadline date for an automatic reminder to be sent.

If any your thinkers have not completed by this date they will be automatically sent a reminder.  Thinkers who have completed will not be sent a reminder.  You don’t need to do anything else! 

! Please note although these options are mandatory when setting up an invitation, the automatic reminder function will only work if you have entered in email addresses for Axon to send invitations and reminders for you. 

Manual Reminders

Manual reminders can be sent out to thinkers if you have entered in their email address and sent their invitation via Axon.

You must first enter the invitation view screen by clicking on view to the right of the invitation name on the invitation user screen.

1. In the View Invitation screen click on the Send Reminder Email button at the top right of the screen
2. This will send to all email addresses within that invitation who have not yet completed an assessment
3. The reminder will be sent straight away and confirmation of which email addresses it was sent to will show below the button

! If you have chosen to leave the email addresses blank during set up in order to send your own invitation using the unique URL (see instructions on page 16), the option to send reminders will not show.