Reminder Module

The Reminder Module in EIIƎ enables users to efficiently manage tasks by creating, tracking, and modifying reminders. Each reminder is prepopulated with the status, date, user, and sharing settings upon creation.

Creating a Reminder

A reminder can be created from multiple locations within the system:

• Reminder Module: Directly add and manage reminders from the module.
• Actions Panel: Most modules include an "Add Reminder" action.

• Ribbon Panel: A clock face icon at the top of the screen serves as a shortcut for quick access. o The shortcut changes colour based on the status of reminders: - Red: Overdue - Green: Pending completion o Clicking the shortcut navigates the user back to the Reminder Module.

Managing Reminders

• All created reminders appear in a table format within the Reminder Module.
• Users can modify reminders directly from this view.
• Email notifications can be enabled for reminders (configured in Settings > Notifications).
• Reminders can be shared with team members or kept private using the Sharing toggle.

Completing and Archiving Reminders

• Once a reminder has been addressed, it should either be marked as completed or archived.
• Status fields related to reminders can be customized in Settings > Reference List.

Configuring Reminder Notifications

Users can configure email notifications for reminders in Settings > Notifications by selecting the Reminder Due option.

Reminder Due Rule

This rule sends email reminders to users based on configured conditions.

• The system sends an initial reminder based on an offset before the due date (Offset in Days).
• Follow-up reminders are sent at specified repeat intervals (Repeat in Days).
• The rule will send an email only if all conditions are met: o The reminder status is Scheduled. o The user is active. o Email notifications are enabled for the user.
• Repeat reminders continue until the conditions are no longer met.

Additional Notification Options

• CC Additional Users: Users can add other recipients to receive all reminder emails under this rule.
• This is particularly useful for holiday coverage, ensuring important reminders are not missed.
• Target Date: The system uses the reminder due date as the reference point for notifications.