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| − | Reminders | + | '''Reminders''' |
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| − | Does the Reminders prompts make sense?
| + | How do you display these repairs in your reminders screen? |
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| − | These are a great way of adding reminder prompts and actions for yourself.
| + | When you create repeat or regular repairs and servicing they will automatically be added to the '''Reminders List'''<br> |
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| − | Days in Advance for Reminder to Appear
| + | *From the '''Main Menu '''Select the '''Workshop Module'''<br> |
| − | Enable the required reminders by selecting the tick box next to the relevant reminder
| + | *Select the '''Reminders''' button at the bottom of the screen from here you can now see all reminders including repeat repairs |
| − | Once ticked a box will display to the right of each reminder...
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| − | Enter a number for the number of days in advance you want to be reminded for each reminder selected
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| − | This will load the reminder onto the reminders list the set number of days before you are due to
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| − | complete the task.
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| − | Don't Show Reminders after days overdue
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| − | Enter a number of days that will determine the point at which your reminders will no longer load on your
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| − | reminders list by default
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| − | To ensure Reminders are NOT overlooked it would be a preferred practice to flag a reminder as
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| − | Complete after actioning it OR rescheduled it to a future date.
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| − | Popup Reminders
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| − | Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display
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| − | in the reminders list, but will not display in the popup window.
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| − | The following items can be selected for the pop up window
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| − | To Do's
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| − | Marketing Followup
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| − | Messages
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| − | Employee To do's
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| − | These are a great way of adding reminder prompts for either yourself or other employees to do actions and tasks.
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| − | Select the Employee module button
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| − | Click on the "To Do" button.
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| − | Date created is the date that the "To Do" was entered.
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| − | For Employee refers to whom you wish the "To Do" for.
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| − | Created By is whom the task or action is to be performed for.
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| − | Date To Do By is when the task or action is to be completed by.
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| − | Description would describe the task or action required to be completed.
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| − | Result will create a time line of feed back notes from both the "For Employee" and the "Created By" person.
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When you create repeat or regular repairs and servicing they will automatically be added to the Reminders List
