📨 How to request pending information from participants in Trackline

Manually request pending information from a process
In Trackline, within the Code Contract platform, you can send requests for pending information to participants to ensure the process moves forward without delays.

When to request pending information?

• When a participant has not completed a request within the expected timeframe.
• To remind responsible parties that they need to provide documents, data, or sign forms.
• To ensure the quality and completeness of the process.

How to request all pending information from a process

1. Access the process
   From the Processes section, select the workflow in which you want to intervene.
2. Send the request
   Use the function to send a reminder or request for pending information, directed to the corresponding participants.
3. Confirm the sending
   Make sure the message or notification has been sent successfully.

How to request pending information from a specific request in a process

1. Access the process
   From the Processes section, select the workflow in which you want to intervene.
2. Identify pending requests
   Locate the phases or steps where the information has not yet been delivered.
3. Send the request
   Use the function to send a reminder or request for pending information, directed to the corresponding participants.
4. Confirm the sending
   Make sure the message or notification has been sent successfully.