Create and Manage Reminder Types

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.