Reminders Tab

A comment is a text entry that explains or clarifies a reservation, booking, group, or service order. A reminder is a comment that has a due date associated with it. The Reminders Tab displays all the reminders for which you are the responsible user and that, by default, have a due date through the current day’s date.

To work with reminders, you can perform the following actions:

Change the reminders view

By default, when the Dashboard window first opens, the Reminders Tab displays all the reminders for which you are the responsible user and that have a due date through the current day’s date. You can perform one or more of the following actions to change this view:

  • To view the reminders for which other users are responsible, select the user or users in the Responsible User pane.
  • To view only a specific group of reminders, change the viewing criteria.
Option Description
View View reminders that have the indicated due date. The default value is Thru Today. If a value from the pre-configured list does not meet your needs, select (user specified) and enter a date range.
Reminder Type The default value is (all).
Attached To The default value is (all). To view reminders that are not attached to any item, select (none).
Search in Text Enter the string to search for specific reminders. The search is not case-sensitive and can appear anywhere in the results.
Exclude Completed Selected by default. Clear this option to display completed reminders in the Reminders list.

Create unattached reminders

Any reminder that you create from the Reminders Tab on the Dashboard window is an unattached reminder.

  1. Select New.
  2. Select a Reminder Type. If none of the pre-configured types meet your needs, select (user-specified) and enter a description.
  3. Optionally, change the Responsible User, Date Due, or both.
  4. Select OK.

Change a reminder

  1. On the Reminders list, select the reminder you are editing, and then select Edit.
  2. Edit the reminder as needed.
  3. Select OK.

Delete a reminder

  1. On the Reminders list, select the reminder you are deleting, and then select Delete.
  2. Select Yes to confirm the deletion.

Print a reminder

  1. On the Reminders list, select the reminder you are printing, and then select Print.
  2. Select the options that best fit your needs, such as printing or emailing.

View an item to which a reminder is attached

On the Reminders list, select a reminder, and then select Go To.

  • If the reminder is attached to a reservation, the system opens the reservation in the Navigator.
  • If the reminder is attached to a group, the system opens the Group window.

Mark a reminder complete

  1. On the Reminders list, select the reminder or reminders you are completing.
  2. Select Completed.
  3. Select Yes to confirm.

Reassign multiple reminders between EMS users

  1. On the Reminders list, select the reminders you are reassigning.
  2. Select Reassign.
  3. Select the user to whom you are reassigning the reminder.
  4. Select OK.
  5. Select Yes to confirm.