If an employee has transferred to a new home but continues to receive audit-related messages from their previous location, there are two key areas to check: Location Management and Open Actions.
By checking and updating both of these areas, you can ensure that employees only receive relevant messages tied to their current home assignment.
Step one: Check if the employee is still assigned as Home Manager
A common reason for this issue is that the employee is still listed as a Home Manager for their old location.
Check and update Home Manager settings:
From the left menu, click Admin.
Under Company, click Location Management.
Find the employee’s old location and click Edit.
Scroll down to the Home section.
In the Home Manager drop-down, ensure the employee is not selected.
If selected, un-tick the employee’s name.
Click Save.
Step two: Check if the employee is assigned to open actions
If the employee is listed as the Action Owner on any open items, they will continue receiving notifications.
Reassign open actions
From the left menu. click Action Plan.
Click Action Plan Dashboard.
Locate and click on the relevant action to edit.
Scroll to the bottom of the action details and check the Owner Name field.
If the name is incorrect, select a new owner from the drop-down list.
Click Update Action to save the change.