Add Self Reminder

Add Self Reminder from the administration tab can only be used by administrators and supervisors. The system only displays a self reminder for the individual who created the reminder. Self reminders provide the ability to create a reminder and set the day when the reminder displays. Self reminders can repeat daily, weekly, monthly, or annually. Self reminders can also be set for recurring events and tasks, such as reports that are due the same time each month, or birthday and anniversary dates.

Add a Self Reminder

  1. Click administration | Notifications | Reminders.

  2. Click Add Self Reminder.

  3. Type the name of the self reminder in the Name: field.

  4. Type the description of the self reminder in the Description: field.

  5. Type the date that you want the self reminder to start in the Start Date: field.

  6. Type the date that you want the self reminder to not display anymore in the Last Date of Display: field.

  7. Select the frequency in which you want the self reminder to repeat, if applicable, in the Repeat: fields.

  8. Type the self reminder message in the Message: field.

  9. Click Save.

Deactivate a Self Reminder

  1. Select administration | Notifications | Reminders.

  2. To view details of a reminder, click Details next to the reminder in which you want to view/deactivate. The Add/Edit Self Reminder screen displays.

  3. Uncheck the Active: checkbox to deactivate the reminder.  

  4. Click Save.