Reminders

 

Reminders are substitute for those sticky notes or post-it notes which you use to remember your day-to-day tasks. The Reminders option is available under Quick Actions drop-down menu.

NOTE: The Quick Actions drop-down menu is available if the administrator has enabled the option under Self Service Portal Settings.

 

Add Reminders

To add new reminders to your reminder list,

1. Click Quick Actions drop-down menu and select Add New link under the Reminders block. The Reminders form opens in a pop up window.
   
   Alternatively, you can add a new reminder while viewing the Reminders list. Click Quick Actions drop-down menu and select My Reminder(s) link to view your reminders list. The My Reminder (s) form pops up as shown below,  

 

 Click +Add New link. The Reminders form opens in a pop up window.

3. Enter the task summary in the text field provided.

4. Select the Date & Time for the reminder using the calendar icon . By default, the date field is set to the today's date and the time is set by default as 11:00 AM. You can change the date and time settings to your choice.

5. Click Add button. The reminder is added and is listed along with the existing reminders in an ascending order based on date and time.

 

Changing Status

When you have completed a reminder, you can just strike the reminder to indicate that it is completed by selecting the radio button beside the reminder.  

From the My Reminders popup, click the status radio button to change the task status from incomplete to Completed. The task is struck through to indicate that it is completed.

 

Alternatively, you can also change the task state by executing the following steps:

1. Click Show all at the bottom right of the My Reminders pop up. The All Reminders List view is displayed.

   

2. Select the check boxes beside the Reminder Summary for which you wish to change the state.

3. Select the state from the Change Reminder State To combo box; select the reminder state to Completed.

4. Click Change button to change the status of the task. To indicate the change the task would be stroked off.

 

Deleting Reminders

The reminders can be deleted by,

1. From the My Reminders pop up, click Delete this reminder radio button beside the reminder you want to delete. The reminder is deleted from the list.

2. Alternatively, from All Reminders List view, enable the check box beside the Reminder summary to be deleted. Click Delete button. The confirmation message appears in a dialog box. Click OK to proceed. The reminder is deleted from the list.

The advantage of moving the reminder to completed state instead of deleting it completely is that you can revert the state of the reminder to Open again and edit its attributes. But once you delete the reminder, it is completely removed from the application and cannot be retrieved.