Reminder Preferences
The Reminder Preferences section of the Preferences page determines the type and frequency of reminder notifications.
Set Reminders
Reminders send notifications to you when a particular item is past due.
When a reminder is set, the system sends a reminder to you. Reminders are sent when the reminder date is past due. The following objects can be set for reminders based on a reminder date (defined below):
| Item | Critical Dates / Options | Events | Assets | Incidents |
|---|---|---|---|---|
| Item Status |
Active |
Active |
Installed, Work Complete, or Inventory |
Open |
| Reminder Date |
Action Date |
Action Start Date |
Notice Date |
Follow-up Date |
Set a reminder:
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Navigate to the Preferences page.
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Scroll to the Reminder Preferences section.
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In the Reminder Preferences section, use the Send Reminders drop-down menu to select a frequency for reminders.
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Select the check box next to each desired object.
Reminders are sent for the selected objects.
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In the Notification Preferences section, verify the method of delivery (email, home page, or both).
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When complete, click OK.
The reminder is created.
Reminder notifications are processed several times throughout the day. Any change to reminder settings resets to the current date (i.e., If a user changes the preference today from daily to weekly, and you do not receive a notification until one week from the day).
