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
To search for a reminder click on
The options displayed in the drop-down menu allow a user to search for a reminder by using these filters
Once the filter has been selected click
Search results will be displayed
To remove filters use the "x"
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'