Process: Accessing the All Reminders Index Screen

Users are able to view all Reminders in the Ready Recruit product!


Follow the steps below to view the All Reminders Index screen within Ready Recruit!




Accessing the All Reminders Index Screen

From the Left-hand Navigation Bar, select Reminders




This will display a list of all Reminders within your site!


Use the taskbar at the top of the page to -

Filter/ Search

  1. To search for a reminder click on 

  2. The options displayed in the drop-down menu allow a user to search for a reminder by using these filters

  3. Once the filter has been selected click

  4. Search results will be displayed

  5. To remove filters use the "x"

  6. To clear ALL filters select

Export to CSV

  • Once your search has been narrowed down, you can export your results to CSV by clicking on

Then click

  • The user will be re-directed to the export screen where they can view previous exports and download the CSV file by clicking on

Depending on the 'due date' of the reminder the status will be -

  • Due

  • Overdue

  • Future

To action a reminder click on the hyperlink. This will direct the user to the 'Reminders' section within the storage panel of the corresponding entities profile page

To edit/complete a reminder click on

To delete a reminder click on 

To view/complete the form attached to the reminder click on

NOTE: The reminder will also be displayed on the dashboard of the user assigned in the section for 'Due/Upcoming Reminders'

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