Add New Reminder

Description: Welcome to the Tools page. This page displays the Add New Reminder form. This form allows users to Add New Reminder for participants. Once the reminder has been set up an email will be sent to the Case Manager responsible for the participant, the morning the reminder is set for. Example: If the reminder is set for 1/1/08, the Case Manager will receive an email the morning of 1/1/08.

 

Functions: This page contains the following function(s)

 

Add a New Reminder

Complete the following to Add a New Reminder:

  • Fill out all required field on this form to Add a New Reminder.

    • Using the Participants drop-down list, select the specific participant. (Required Field)

    • In the Entered By text box, enter the name of the user entering the alert. This text box is for those users which are entering an alert on behalf of another user.

    • In the Email (Cc) Reminder To text box, enter the email address of a user who should also receive the reminder.

    • In the Subject text box, enter the subject of the Reminder. (Required Field)

    • In the Due Date text box, enter the date the Reminder is due. Users can also use the image13.gif (Calendar) icon to select the due date. (00/00/0000) (Required Field)

    • In the Comments text box, enter applicable comments pertaining to the Reminder being created.

  • Once all required fields have been completed, click the image176.gif (Save) button. This will display the Successfully Saved message.

Successfully Saved Message

image177.gif

  • Click the 'here' link to return to the Tools page. The newly created Reminder will display in the Reminders Overview section

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