Introduction
Administrators can create Reminder Types, Templates and Schedules to be used within the Ready Recruit product!
This guide will show you some useful features to help set up Reminder Types, Templates and Schedules within the Ready Recruit Product!
Quick Navigation
- Creating Reminder Types
- Applying a Reminder Types
- Creating a Reminder Template
- Applying a Reminder Template
- Creating and Applying a Reminder Schedule
Creating Reminder Types
Click on the Admin Settings dashboard icon from the left-hand side navigation panel.
Navigate to the Communication Configurations tab, click on Reminder Types
To create a New Reminder Type, click the add button next to New Reminder Type
The New Reminder Modal will appear, the Enabled box will be ticked by default. If you would like to create a reminder but have it disabled, simply untick this box.
Provide a name for the reminder type and click
The Reminder Type is now created!
Applying a Reminder Type
Reminder types can be added from the Reminder Type drop-down box when creating a reminder.
Selecting the Reminder Type will add it to the current Reminder!
Creating a Reminder Template
Click on the Admin Settings dashboard icon from the left-hand side navigation panel.
Navigate to the Communication Configurations tab, click on Reminder Templates
To create a new reminder template, click the add button next to New Reminder Template.
The New Reminder Modal will ask for the following information:
- Name-Select a name for the template.
- Reminder Title-The title for the reminder.
- Comment- Any comments to be added.
- Add Documents- Attach documents to be sent with the reminder.
When all relevant information has been entered, click
The Reminder Template is now saved and ready for use!
Applying a Reminder Template
Reminder templates can be selected from the drop-down box when creating reminders.
Selecting the Reminder Template will add the template to the current Reminder!
Creating and Applying a Reminder Schedule
Click on the Admin Settings dashboard icon from the left-hand side navigation panel.
Navigate to the Communication Configurations tab, click on Reminder Schedules
To create a new Reminder Schedule, click
The New reminder modal will ask for the following information:
- Label- The name of the Reminder Schedule.
- Entity- What entity the Reminder Schedule will be assigned to.
When relevant information is entered, click
The Schedule is now created.
Tip: You may need to refresh your page to have it appear!
Identify your Schedule from the list and click Manage Schedule Details
The Reminder Scheduler modal will display. The name in brackets will be the assigned entity, In this case, we would be creating this reminder against Candidate records.
To add a new schedule, click New Schedule Details
The New Schedule Details Modal will now show.
Complete all relevant detail as listed below -
- Title - Select a schedule name.
- Reminder Type - Select from the drop-down.
- Predefined Assignment- What the schedule is assigned to eg. Officer.
- User - Select a user to assign to the template schedule.
- Period - Select a number.
- Period Type - Select days, weeks, months (relating to the period)
- Due Mode - Select after, before, on.
- Due field - Select from the drop-down box, options will be related to reminder entity (Candidate, placement etc)
- Forms - Select a quest form to add to the reminder template schedule.
When all relevant details are completed, click
The Reminder Schedule is now created!