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      Set up a PDMR extended list

      This is a non-regulatory module. It can be used if you have additional persons who are affected by the closed period but are not considered to be a PDMR according to the regulation.

      In this list, you can add persons who are affected by the closed period due to internal reasons or policies. 

      Add persons

      1. Press add person.
      2. Enter the email address(es) of the person(s) you want to add. You can also add a contact group name. Contact groups can be created under the contacts tab.
      3. Choose which email to send to the added person(s): 
        1. Send email with notice of obligations and link to form (to collect confirmation and personal details).
        2. Send custom email instead of using the standard template. This will allow you to edit the email before sending it.
        3. Uncheck all boxes to avoid triggering an email to the person.

      Proceed to Add member(s) to list.

      PDMR extended status

      Under Status in the list view, you can see if the status is complete or incomplete, which shows whether the person has or hasn’t filled in the form and confirmed that they’ve received and understood the information in the email. 

      Edit added persons

      If you click on edit next to a person’s email address in the list, you’ll access their person's form with their personal information. Here, you may make changes, if needed.

      As an administrator, you are able to fill in the form for the person by entering all fields. Before saving, you may choose if you want to save the person as complete or incomplete. 
      Remember that if you fill this out before the person has responded you need to separately notify the person of its obligation and collect a confirmation that it has received and understood.

      At the bottom of the form, you can find the email history connected to this person. You can find which email has been sent out as well as the date and time stamp.  

      Send reminders

      1. If you want to send a manual reminder or a customised email to all persons on the list, use the send reminders button. 


        Use the default email template as content for your reminder or edit the template how you wish.  
      2. To send a reminder to just one person, click edit next to their name in the list.

        Click send reminder to send the message to just that individual.

      Delete PDMR extended

      1. Click delete next to the PDMR extended's name in the list.
      2. A dialog box will ask you to confirm the deletion. Click proceed to delete the PDMR extended.

      List settings

      1. To access the list settings, click the settings button.

        From the settings page, you can change the title of the list, change the admin group managing the list, set the frequency at which you send reminders to insiders who are yet to confirm their details, and add notes.
        Under the settings, you may also attach files to the list that will be visible to the admins.

      Audit trail

      1. To access the audit trail, click the history button.

      Here, you can find a full audit trail of changes and events made in the list, when they happened, and who actioned them. 

      Export list

        1. To export the list, click the export button.


        2. Using the checkboxes, you can choose the content of your export. You also have the option to download the list as an Excel file. By default, it will be exported in pdf format.
        3. Use the dropdown menu to choose the language in which you want the file to be.
        4. Choose the date you want the export to reflect using the calendar function.
        5. Click proceed to begin the download.

         

        To learn about how to set up the closed period reminders, please visit the article "Set up automatic reminders for closed period restrictions"