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Create and Manage Reminder Types

July 25, 2016 by Tech Support

  1. Home
  2. Alerts and Workflows

In this article:

  • Create a Reminder Type
  • Edit a Reminder Type
  • Delete a Reminder Type
  • Deactivate or Reactivate a Reminder Type

This article will help you work with Reminder Types, which control the contents and layout of reminders.

To perform the following procedures, log in to Administration Setup double-click the Reminder Types icon.

Create a Reminder Type

  1. Click [Add Reminder Type] on the toolbar.
  2. Make sure the Status is set to Active.
  3. From the Warning Type drop-down list, select Reminder.
  4. Enter a descriptive Name for the Reminder Type (e.g. Adjuster Callbacks) and check the box beside each field to be included in the reminders of this type.
    Note: To change the order in which columns appear, click the Move Up and Move Down buttons. To resize the column width double click on a Field Width cell and type in a new value.
  5. Click Save and Close.

Edit a Reminder Type

  1. Locate and double-click on a Reminder Type.
  2. Make the changes to the Name and/or fields.
    Note: The Warning Type may not be changed (that is, an alert cannot be converted to a warning)
  3. Click Save and Close.

Delete a Reminder Type

Note: A Reminder Type cannot be deleted if it has been used at least once.

  1. Locate and select a Reminder Type.
  2. Click [Delete Reminder Type] on the toolbar.
  3. Click Yes when prompted.

Deactivate or Reactivate a Reminder Type

  1. Locate and double-click on a Reminder Type.
  2. Change the Status to Active or Inactive.
  3. Click Save and Close.
    Note: Once a Reminder Type has been deactivated, it cannot be used when adding new reminders.

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