Working with Reminders

Reminders are tasks and employee assignments that can be added to most objects in APM. Here is an example of the Reminders view in the Asset window:
Select a reminder in the top table to see its assignments in the bottom table.
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.
This topic explains how:
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To Create a Reminder
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To Add an Assignment to a Reminder
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To View Reminders

To Create a Reminder

1.
Select the object in a table, right-click, click New, and then Reminder.
Tip: You can also open the object window, click the Tools menu, New, and then Reminder.
2.
The Reminder Properties window appears:
The first assignment is created automatically and assigned to the employee who created the reminder. A reminder can include as many assignments as needed, each with its own employee, due date, and status.
The Related to boxes display the class and name of the reminder’s object.
3.
In the General tab, you can change the reminder number, but the identifier must be unique.
4.
Provide a descriptive title for the reminder.
5.
Select a due date by which the reminder is expected to be fulfilled.
6.
By default the owner is the employee who created the reminder. You can change the owner if needed.
7.
Select the appropriate reminder type. Types help to identify and group reminders.
8.
Select a priority to indicate the reminder’s importance and/or urgency.
9.
Assign a status to the reminder. The status controls the behavior of reminders and assignments. For example, a status could prevent or permit updating properties.
Note: Once the reminder is saved, you must click Change Status if you wish to change its status.
10.
Select the Description tab to add more information.
11.
Click OK to save the reminder and close the window.

To Add an Assignment to a Reminder

1.
Open the Reminder Properties window.
2.
Click New. The Assignment dialog appears.
3.
Select the employee who will complete the reminder’s task.
4.
Select a due date that precedes the reminder’s due date.
5.
Enter a descriptive title for the assignment.
6.
Assign a status to the assignment. The status controls the behavior of reminders and assignments. For example, a status could prevent or permit updating properties.
Note: Once the assignment is saved, you must click Change Status if you wish to change its status.
7.
Provide more information in the Comments box.
8.
Click OK to save the assignment and close the dialog.

To View Reminders

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For the site, reminders are listed in the Work Management view, Reminders tab.
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In object windows, reminders are listed in the Reminders view or tab.
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Your My Desk view in the Site window can also display the Reminders tab with configurations showing your assignments and reminders. For more information, see Setting up My Desk Views.