The Reminder Button

Under the Reminder button you can configure reminder settings for the user. Here you can configure whether or not the user in question should get reminders of activities that he/she is responsible for. This applies to activities on customer, quote, customer order, supplier, inquiry, purchase order, part, nonconformity, project, blanket order, service order and agreement. Here you can also activate monitoring functions for purchasers (buyers) and signed authorizers, respectively.

The Reminder window.

Settings

Here you create the pre-requisites for activity reminders and monitoring functions.

• Use reminders - If the user should be reminded about activities, you should check this check box. For new users this setting is checked by default.
• Advising - If you activate this setting a reminder is shown as a discreet speech bubble at the bottom of the MONITOR window and you will hear a sound signal. The speech bubble is shown for 7 seconds when the user has activities that should be attended to. The sound signal is by default using the Windows "notify.wav".
  Tip! If you instead want to use a specific sound signal it is possible to select another sound file under Audio in the Control Panel in Windows. The program event under Audio that is affected is the MONITOR Activity reminder.
• Show reminder window automatically - If you check this setting, the reminder window will automatically open to remind the user of activities to attend to. It is possible to select both 'Advising' and 'Show reminder window automatically'. When the reminder window is displayed automatically, the user will hear the same sound signal as when advising. This setting is selected by default.
• In advance - Here you can select how many days in advance that the user should receive reminders for activities. This setting is by default set to 0 (zero) which means that you only get reminders regarding activities whose planned finish dates have passed. If the user wishes to receive the reminder one day prior to the due date or planned finish, that is, the user want to see the activities that should be done tomorrow, then this setting should be set to one (1).
• Reminder about started activities - If you check this setting, the user will receive reminders regarding started activities, that is, activities with status Started. This box is not checked by default.
• Previous activity finished - If you check this setting, the alternative Previous activity finished will be selected by default in the reminder window. Then you will only see reminders ready to be reported, that is, either the first activity under the Activities tab or the activity where the previous operation is reported as Finished.

Activities

In this section of the window you select of which activities that a user will get reminders. The available alternatives are:

• Customer activities - this alternative will remind the user of activities registered under the CRM tab in the Update Customer or Customer Info procedures where the reminder function is activated.
• Quote activities - this alternative will remind the user of activities registered under the Activities in the Register Quote procedure where the reminder function is activated.
• Customer order activities - this alternative will remind the user of activities registered under the Activities in the Register Customer Order procedure where the reminder function is activated.
• Supplier activities - this alternative will remind the user of activities registered under the SRM tab in the Update Supplier or Supplier Info procedures where the reminder function is activated.
• Inquiry activities - this alternative will remind the user of activities registered Activities in the Register Inquiry procedure where the reminder function is activated.
• Purchase order activities - this alternative will remind the user of activities registered Activities in the Register Purchase Order procedure where the reminder function is activated.
• Part activities - this alternative will remind the user of activities registered under the Activities in the Update Part procedure where the reminder function is activated.
• Nonconformity activities - this alternative will remind the user of activities registered Activities in the Register Nonconformity procedure where the reminder function is activated.
• Project activities - this alternative will remind the user of activities registered under the Activities in the Register Project procedure where the reminder function is activated. If an activity has status Started, a reminder will be sent to the user even when the end date occurs on or is within the "in advance" period, if any. This takes place regardless of how the abovementioned setting "Reminder about started activities" has been configured.
• Blanket order activities - customer order - this alternative will remind the user of activities registered under the Activities tab in the Register Blanket Order - Sales procedure where the reminder function is activated.
• Blanket order activities - purchase order - this alternative will remind the user of activities registered under the Activities tab in the Register Blanket Order - Purchase procedure where the reminder function is activated.
• Service order activities - this alternative will remind the user of activities registered under the Activities tab in the Register Service Order procedure where the reminder function is activated.
• Agreement activities - this alternative will remind the user of activities registered under the Activities tab in the Register Agreement - Purchase and Register Agreement - Sales procedures where the reminder function is activated.

Purchase Limits

Purchase limits are configured under the Purchase limit button. Here you have the opportunity to activate monitoring functions for purchasers (buyers) and authorized signers, respectively.

• Show reminder that order is to be approved - this monitoring function targets the authorized signer (event A in the illustration below). When the reminder is displayed it is possible to link directly to the Orders Needing Approval procedure to authorize the purchase order.
• Show reminder that order is to be printed - this monitoring function targets the purchaser (event B in the illustration below). When the reminder is displayed it is possible to link directly to the Print Purchase Order procedure to print the order.
• Show reminder that order is printed - this monitoring function targets the purchaser (event C in the illustration below).
• Monitoring interval - Here you enter, in minutes, how often the reminders should be displayed.

Schematic illustration of the reminder function for purchase order in different in different stages.

Please note that you have to register reminder functions for EIM, if any, under the EIM button.

The individual user can also access this settings window using the button in the Reminder of activity for <name> window, and the user can then make his/her own personal settings.

Read more about the reminder function in MONITOR in the section called Reminder Function in the General chapter in the MONITOR Basics guide.

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