Reminders System Guide

Overview

The Reminders System allows managers to create and manage recurring notifications for important tasks and events. This guide will help you effectively use all features of the reminder system.

Important Note: Reminders can be set as either weekly or monthly intervals, and can be enabled or disabled as needed.

Creating New Reminders

Access: Click the "Add new reminder" button from the reminders overview page
Required Information:
- Title: A clear, descriptive name for the reminder
- Description: Detailed information about the reminder's purpose
- Display Interval: Choose between weekly or monthly occurrence
- Display Date: The next date the reminder should appear

Tip: Keep titles concise but descriptive to easily identify reminders in the overview list.

Managing Existing Reminders

Enabling/Disabling Reminders:
- Click "Enable Reminder" to activate a disabled reminder
- Click "Disable Reminder" to temporarily stop a reminder from displaying
- When re-enabled, reminders will resume based on the next display date
Deleting Reminders:
- Use the "Delete Reminder" option to permanently remove a reminder
- Confirmation will be required before deletion

Note: Deleted reminders cannot be recovered. Consider disabling instead of deleting if you might need the reminder again.

Viewing Reminders

Overview Table:
- Last display date (based on the set interval)
- Title and description of the reminder
- Current interval setting (weekly/monthly)
- Active status (Active/Inactive)
- Available management options

Tip: When using smaller devices, select the date column to view all reminder information.

Best Practices

Regularly review active reminders to ensure they're still needed
Use clear, action-oriented titles for better understanding
Include specific details in descriptions to avoid confusion
Consider using disable instead of delete for seasonal reminders

Note: Changes to reminders take effect immediately after confirmation.