Tools

Description: Welcome to the Tools page. This page displays all Reminder/Alerts pertaining to the user currently logged in. The Reminders/Alerts are displayed in a table with the following headings: Participant, Reminder and Due Date. The Reminders/Alerts are sorted by the participants last name.  

Functions: This page contains the following functions:

• Filter or search for a reminder/alert

• Add a New Reminder

• View an existing Reminder

Filter or search for a specific reminder/alert:

To filter out or search for a specific reminder or group of reminders, complete the following:

• Use one or more of the filtering options below the Reminders Overview heading.

Search Reminders

• Select one of the participants from the Participants drop-down list.

• In the Reminder text box, enter the subject of the reminder.

• In the Due Date text box, enter the due date of the reminder. Users can also use the (Calendar) icon to select the due date.

 Notes: To refine your results, use multiple filtering options.

• Once the filtering criteria has been entered, click the button. This will refresh the reminders and only display those reminders that meet the filtering criteria.

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Add a New Reminder:

Complete the following to Add a New Reminder:

• Click the Add new Reminder link located on the right hand side of the page. This will open the Add New Reminder form.

• To complete the form Click Here.

• Once completed the newly created reminder will be displayed under the Reminders Overview section.

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View an existing reminder:

To view an existing Reminder, complete the following:

• Select a Reminder link located under the Reminder column. This will open the Update Reminder form.  

• To update a reminder, Click here. Otherwise, click the (Cancel) button to return to the Tools page.

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