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Follow-up Communication for Disclosure Requests

Overview

This user story covers the functionality for sending follow-up emails to candidates who haven't responded to disclosure requests, helping staffing companies improve response rates and streamline their verification processes.

User Stories

US-CD-01: Send Follow-up Emails for Disclosure Requests

As a staffing company user,
I want to send follow-up emails to candidates who haven't responded to disclosure requests,
So that I can improve response rates and complete verification processes more efficiently.

Acceptance Criteria

Scenario 1: Identifying Non-responsive Candidates 

Given I am logged in as a staffing company user
When I access the disclosure management dashboard
Then I should see a list of candidates who haven't responded to disclosure requests
And the system should indicate how long each request has been pending

Scenario 2: Sending Manual Follow-up Emails 

Given I am viewing the list of non-responsive candidates
When I select one or more candidates
And I click the "Send Follow-up" button
Then the system should send a follow-up email to the selected candidates
And the system should record that a follow-up was sent

Scenario 3: Customizing Follow-up Email Templates 

Given I am logged in as a staffing company user
When I navigate to the email template settings
Then I should be able to customize follow-up email templates
And I should be able to preview how the email will appear to recipients
And I should be able to save templates for future use

Scenario 4: Scheduling Automated Follow-ups 

Given I am setting up a disclosure request
When I configure the follow-up settings
Then I should be able to enable automated follow-ups
And I should be able to specify the timing for follow-ups (e.g., 3 days, 7 days)
And I should be able to set a maximum number of follow-ups to send

Scenario 5: Tracking Follow-up Status 

Given I am viewing a candidate's disclosure request details
When I check the communication history
Then I should see a record of all follow-up emails sent
And I should see the status of each follow-up (sent, opened, clicked)
And I should see if the candidate has responded after the follow-up

Dependencies

  • Disclosure request functionality
  • Email service integration
  • Disclosure management dashboard

Notes

  • Follow-up emails should maintain consistent branding with the original disclosure request
  • The system should prevent sending excessive follow-ups to avoid spamming candidates
  • Analytics on follow-up effectiveness should be available to help optimize timing and content