How to schedule an update invitation

This article details how to send an annual or interim update on a specific date

1. First, navigate to the agency you wish to send an invitation to.

2. There will be four buttons available, two navy blue and two grey. The blue allows invitations to be sent now. The grey buttons allow the invite date to be scheduled later.

   1. Send Annual Update Later: An annual update is the yearly process of reviewing all agency-related entities' information.

   2. Send Interim Update Later: This update type allows Service Providers to update information outside of the required yearly process.

3. Once you click the appropriate button, a calendar module will open. Here is where you can select the day you want to send the invite out.

   
4. Once ready, click Schedule, and the window will close.

5. You will see the notification in the bottom left-hand corner if successfully scheduled

You can reference all scheduled updates under Tools > Reports> Dates future annual updates are set to send. It will provide a CSV file for review.