This escalation occurs when:

  • the participant has replied "No" to the survey question: "Have you scheduled your mentorship meeting?"
  • the participant has not responded to the survey question and a meeting has not been scheduled on the platform within 6 weeks of their mentorship starting

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1. In the Programs dashboard, scroll down to Escalations.

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2. Click on the row titled, 1st Meeting Not Scheduled.

3. A list of participant info and actions to take are listed.

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4. In the column titled, Suggested Action, click Email to edit and send an email to that participant reminding them to schedule their meeting.

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5. Also in the Suggested Action column, click the downward arrow to Dismiss the notification or Snooze it for 3 days.

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