Send confirmation requests and collect who confirmed

“Confirmations” lets you ask specific members to confirm something — a notice, a new menu — apart from daily reports. This article covers sending a request and following who confirmed.

1. Send a confirmation request

Caution: “Send” delivers the request to every member you selected. Check the subject and the recipients before you select it.

1. Open “Confirmations” under “Manage” and select “Send a confirmation request”.
2. Write what you want confirmed, briefly, in “Subject”. You can add anything to watch out for in “Details (optional)”.
3. To show a notice or an item, pick photos from “Attach photos”.
4. Choose the people in “Recipients”. “Select everyone” picks them all.
5. Select “Send”. You return to the list and the request appears under “Requests you sent”.

2. See the confirmation status

Caution: “Delete this request” removes the request for every recipient together with the confirmation records so far. It cannot be undone.

1. Open the request you want to follow from “Requests you sent” in “Confirmations”.
2. The recipients are listed with their status. Anyone who has not confirmed shows “Not confirmed”, and anyone who has shows the date and time.
3. The list also shows how many people have confirmed, so you can tell whether everyone is done.
4. When a request is no longer needed, select “Delete this request” and answer the confirmation. It disappears from the list and you are done.

If it does not work

• The recipient does not notice — a notice appears above their entry screen. Ask them to open it from “Review”.
• “Send a confirmation request” is missing — only admins and managers can create requests.
• You are not in the recipient list — the person who creates a request is not included. If you also need to confirm, ask someone else to create it.

FAQ

• What does the recipient do? — They open the request and select “Confirm”. The date and time are recorded.
• Can a confirmation be taken back? — No. The record stays as it is.
• Does it also arrive by email? — No. It is delivered by the in-app notice and the “Confirmations” list.
• How is this different from a daily report? — A report is the daily record; a request is a one-off ask to specific people.

Read next

• Reading your alerts — how to check what has come back to you.
• Reply with comments, mentions and photo markup — exchange messages inside a report.