- Initial Invitation for Refresh - Initial email sent to end user assigned to asset 30 days prior to end of life. This email provides links to the verification form which must be completed.
- Invitation Reminder - Reminder sent to end user, five business days after initial email (if verification hasn’t been completed yet). This email also provides links to the verification form which must be completed.
- Scheduling and Confirmation Summary - The End user chooses the date and time for their refresh within a given window. An Outlook meeting invite is sent to end user for the selected refresh date. Includes a summary of all verified device, contact and location information.
- Reminder Notice - Sent two business days prior to refresh appointment.
- Installation checklist - Email with link to required post refresh checklist is sent two hours after refresh is complete.