For each location, we have designated a single individual to whom we will send Open Action Items related to their location(s). This is referred to as your Open Item Contact.
Open Item Contacts
Ideally, Open Item contacts will receive notifications more-so in the beginning of the month, aside from connections that may break after month close. Open Item Contacts will also receive a reminder email twice a month if they still have pending items that have not been resolved.
If there are multiple contacts associated with one location, only the Open Item Contact will be able to view the Action Center items in Edge.
Changing the Open Item Contact
We can change the Open Item Contact by request of the owner. This request can be sent to Ceterus Support. To update, we will need:
- First and Last Name of the new Open Item contact
- Email Address
- Verification from the Previous Open Item Contact Agreeing to the Change
Should you choose to change the Open Item Contact, ensure the contact's email address matches the user email address they use to log into Edge