Memos and Reminders


Reminders and Memos	Back Forward Print this topic
See also: View Reminder / Memo Data

Create Reminder / Memo

Personal Reminders can be set on the Home Tab / Personal Menu. Reminders can be entered and set to remind from 1 to 30 days. On the due date the reminder will appear on the Message Center.

Personal Memos can also be entered on the Home Tab / Personal Menu. Memos are useful to keep a permanent record of correspondence or when a task was accomplished.

To create a reminder or memo enter your message in the "Create Reminder / Memo To File" text box on the Home Tab / Personal Menu, select the number of days to "Remind" or "Memo Only" in the dropdown and then press the "Enter" button.

To view reminders and memos already entered click the "View My Previous Reminders / Memos" link on the Personal Menu.

Note: Reminders and Memos only appear to the individual who enters them, but they are NOT private. They can be viewed by Management from the Manage tab / Resource Reports Menu.

09/10/09 cli