Reminders
Request-specific reminders are used to set time-based alerts for requested-related activities such as following up with a third-party, initiate a call-back, resuming work etc. These reminders are also added to the My Reminder(s) widget in the Home Page.
To add a reminder:
1. Go to the Requests tab and then click the subject line of the desired request.
2. Select Add Reminder from the Actions drop-down menu.
3. Add a description for the reminder and set the date and time.
4. To notify via email, configure time using Notify before scheduled start drop-down menu.
5. Finally, click Add.
View, edit, delete, and other actions
You can view, edit, delete, or change the status of request-specific reminders from the request details page. To access it, go to the Requests tab and then click the subject line of the desired request.
To view all reminders, select View Reminder(s) from the Actions drop-down menu.
To edit, select View Reminder(s) from the Actions drop-down menu. In the pop-up window that appears, click the reminder of your choice. Make necessary changes and click Update.
To delete, select View Reminder(s) from the Actions drop-down menu. In the pop-up window that appears, select one or more reminders and click Delete.
To change the status, select View Reminder(s) from the Actions drop-down menu. In the pop-up window that appears, select one or more reminders. Finally, set status using Change Reminder State To drop-down and click Change.
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