*
Concepts
*
Tasks
*
Settings

Setting up Reminder Types

Reminder types are used to classify your reminders into logical groups and to control the types of information that appear in reminders.
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 Type

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 Types tab.
3.
Click New to open the Reminder Type Properties dialog:
4.
Enter a descriptive name for the reminder type.
5.
If you wish to change the graphic that identifies the type, click Change Icon, select a different image, and click OK.
6.
The Usage options identify the objects with which the type can be used. Select or clear the options as appropriate:
•
Project tasks
•
Asset notes
•
Comments
•
Reminders
7.
Select the Reminder Options tab.
8.
In the Reminder data entry options area, select a data entry option for the Title, Due date, Owner, Priority, and Description values. The options are:
•
Editable – The user can enter values
•
Not entered – The field is not available
•
Read only – The current value cannot be changed
•
Required – A value must be selected before the reminder can be saved
•
Warning – If the user does not enter a value, APM issues a warning when the reminder is saved
9.
In the Assignment data entry options area, select a data entry option for the Assigned to, Due date, Title, and Comments values.
10.
Select the Reminder Statuses tab. On the Reminders tab, you can restrict the statuses available on reminders of this type. You can also set the reminder status based on the status of its assignments.
11.
To restrict reminders of this type to specific statuses, click Only the statuses selected below are available. The table is populated with existing reminder statuses. Select the appropriate statuses.
12.
In the Reminder statuses area, select statuses to be assigned to reminders when their assignments have the status New, In progress, Completed, and Canceled. For example, when an assignment is marked as “Canceled”, you could specify that the reminder also be canceled.
13.
Select the Assignments tab. On this tab, you can restrict the statuses available on assignments of this type. You can also set the default status given to new assignments.
14.
To restrict assignments of this type to specific statuses, click Only the statuses selected below are available. The table is populated with existing statuses. Select the appropriate statuses.
15.
In the Assignment statuses area, select the default status for new assignments.
16.
Select the Description tab to add more information about the reminder type.
17.
Select the Formatting tab.
18.
Select the font, text color, and background color for reminders of this type. The settings control the appearance of reminders in tables and charts.
19.
Click OK to save the reminder type and close the dialog. The type is added to the Types tab.