Introduction
Users can View Reminders in the Ready Recruit product!
Follow the steps below to View Reminders within a Candidate Record!
Quick Navigation
Creating a New Reminder
Navigate to the Candidate record
From the taskbar, click New
Select Reminder from the drop-down
The New Reminder Modal will Show with the following fields
Create from Schedule
- This will allow you to create a reminder based on any Reminder Schedules you have created
Create from a template
- select template from the drop-down (created via admin dashboard)
OR create a custom reminder
- Title - Create a name for your reminder schedule
- Comments - type in the reminder details
- Assigned User - select the user to assign the reminder dashboard notification to
- Reminder Type - select the Reminder type
- Due Date - click on the calendar to select the date and time of the reminder
- Scheduled Date/Time- click on the calendar to select a date and time for the reminder to be scheduled to
- Send Automated SMS- Tick this box to send out an SMS if SMS schedules are set up
- Outcome- select the outcome of the Reminder
- Forms - select a quest form to attach to the reminder
- Documents- attach any documents to the reminder
- Complete Reminder- Tick this to Complete the Reminder once its created
Once all Relevant information is entered, click
The Reminder is now created!
Viewing Reminders
In the information storage panel, click on Communication
Click on the Reminders tab
Displayed is a list of all of the reminders added to the record!
NOTE: Depending on the 'due date' of the reminder the status will be -
- Due
- Overdue
- Future
Managing Reminders
To edit Reminders, click on the Actions button
Select Edit from the drop-down box
The Edit Reminder modal will appear, make any relevant changes and click
The Reminder will now be updated with the relevant changes made!
To delete a Reminder, click on the Actions button
Select Delete from the drop-down box
This will create a prompt, click OK to delete the Reminder
The Reminder is now deleted!