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Settings

Setting up Reminder Statuses

Statuses represent stages in the life cycle of the reminder and its assignments and indicate if an object’s properties can be updated. The label that you give a reminder status must correspond to one of the statuses defined by the system: New, In progress, Held, Completed, or Canceled.
You can specify whether a status can also be used with other objects, such as asset notes.
Note: Reminders are a generally available product feature. You must first enable feature 139 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Reminders and assignments” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

To Create a Reminder Status

1.
From the Site window, select the Work Management view and the Settings tab. Select the Reminders tab and the Reminder management settings node in the tree.
Tip: You can also select the Administration menu and then Reminders Settings.
2.
Select the Statuses tab.
3.
Click New to open the Reminder Status Properties dialog:
4.
Enter a descriptive name for the reminder status.
5.
Select the appropriate system-defined status from the list:
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Canceled
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Completed
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Held
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In progress
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New
6.
If you wish to change the graphic that identifies the status, click Change Icon, select a different image, and click OK.
7.
The Usage options identify the objects with which the status can be used. Select or clear the options as appropriate:
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Reminders
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Assignments
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Project tasks
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Asset notes
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Comments
8.
In the Rules area, select settings to indicate status and, in some cases, control the behavior of reminders and assignments with this status. The options are:
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Properties can be updated – No restrictions on how the reminder or assignment is used
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Completed – Reminders or assignments do not appear in lists of open objects
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Canceled – Reminders or assignments do not appear in lists of open objects
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Held – No restrictions on how the reminder or assignment is used
9.
Select the Description tab to add more information about the reminder status.
10.
Select the Formatting tab.
11.
Select the font, text color, and background color for reminders with this status. The settings control the appearance of reminders in tables and charts.
12.
Click OK to save the reminder status and close the dialog. The status is added to the Statuses tab.