Process: Creating, Viewing and Managing Reminders within a Placement Record

Introduction

Users can View Reminders in the Ready Recruit product!

 

Follow the steps below to View Reminders within a Placement Record!

 

Quick Navigation

                                                                                

 

Creating a New Reminder

 

Navigate to the Placement record

 

In the taskbar click

 

Select Reminder from the drop-down 

 

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The New Reminder Modal will Show with the following fields

 

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Create from Schedule

Create from a template

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

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The Reminder is now created!

 

                                                                                

 

Viewing Reminders

 

In the information storage panel, click on Communication

 

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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

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Managing Reminders

 

To edit Reminders, click on the Actions button 

 

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Select Edit from the drop-down box

 

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The Edit Reminder modal will appear, make any relevant changes and click

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The Reminder will now be updated with the relevant changes made!

 

To delete a Reminder, click on the Actions button 

 

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Select Delete from the drop-down box

 

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This will create a prompt, click OK to delete the Reminder

 

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The Reminder is now deleted!

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