Mandatories
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      1. Support Center
      2. Mandatories

      Taking Action from Mandatories

      The Mandatories workflow in Laudio not only tracks licenses and certifications but also makes it easy for leaders to follow up directly with team members. Leaders can view details, send reminders, and keep records all within Laudio.

      Key Benefits: 

      • Immediate follow-up: Send reminders in just a few clicks.
      • Transparency: All reminders are automatically logged in the team member’s profile.
      • Efficiency: Eliminate the need for external emails or separate tracking systems.

      Viewing Mandatory Details

      1. Open the Mandatories workflow from the left-hand navigation bar.

      2. Locate the team member you want to review.

      3. Click the eye icon or the team member’s name to see details such as:

        • Type of licensure or certification

        • Current status (Up to Date, Due Soon, or Overdue)

        • Expiration date

      Sending Reminder Emails

      1. From the Mandatories view, click the email icon under Take Action.

      2. A templated email will open.

      3. Customize the message as needed.

      4. Click Send Message. All emails sent from Mandatories are stored in the team member’s profile for future reference.