Introduction
A My Reminders heading appears on the home page for each eFORCE users. Think of Reminders as a “to do” list. The reminders are formatted as links to a client’s Client Summary Page or a client’s Case Summary Page. There are three types of Reminders. The first type of Reminder is the Pending Interview. Anytime a client assigned to your team is in ‘Pending Interview’ Client Status, that information appears automatically under the Reminders Heading.
The second type of Reminder is an Automatic Reminder. These reminders will be generated automatically on a weekly basis. If the same reminder already exists for a Client, a new one will not be created. If a reminder is deleted one week and the data hasn’t changed, the reminder will be created again the following week.
The third type of Reminder is a Custom Reminder. An eFORCE user can send any other eFORCE user or Team a custom reminder or note regarding the client or a case. The Reminder button appears in the upper right corner of the Client Summary Page and the Case Summary Page. Click one of those buttons to create a reminder. For more information, go to Reminder.
Create a Reminder
Use these steps to add a reminder to your home page:
1. From the Client Summary Page or Case Summary Page, click the Reminder button in the upper right corner.
2. Enter or update information in any of the following fields. The fields include:
Recipient UserID - The person receiving the reminder OR Team - The team receiving the reminder.
Link To - This is a link to the Client Summary Page or the Case Summary Page depending on which page the reminder is created.
Reminder - Enter your custom comments here. This message appears on the home page of the recipients) so be brief but informative.
Display Date - Enter the date you want the reminder to begin displaying on the Recipient’s Home Page.
Delete Date - Enter the date you want the reminder to stop displaying on the Recipient’s Home Page.
Author - Automatically completed by the person who creates the reminder. This remains the same even if someone else edits the reminder.
Last Updated - Automatically indicates the date and time the reminder was last updated.
3. Click Submit. The reminder will appear on the Home Page of the recipients.
Edit a Reminder:
1. On the home page, locate the heading My Reminders below the Open Referrals
heading.
2. Locate the Reminder you want to edit.
3. Press the Edit button on the row of the Reminder you want to edit. Follow the steps in Create a Reminder.
Reading a Reminder:
Reminders appear on the Home Page under the Reminders Heading. The link is the
Reminder comments and will move the focus to either the Client Summary Page or
the Case Summary Page for this client. Following the link is an Edit button and
a Delete button. Press the Edit button to open the specific reminder and make
any changes. Press the Delete button to remove the Reminder from the Home Page.
Remove a Reminder:
Automatic Reminders will continue to appear until the corresponding data is
updated.
4. On the home page, locate the heading My Reminders below the Open Referrals heading.
5. Locate the Reminder you want to remove.
6. Press the Delete button on the row of the Reminder you want to remove.