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Define Reminder Dialog

 
Throughout PMWeb you can define a special type of notification called a Reminder using the Define Reminder Dialog. A Reminder alerts you, and/or others you designate, with a message a certain number of days before, on, or after a trigger date. The message can be in the form of an email or as a PMWeb Event (see Portfolio/Events). Reminders can be linked to a program, project, location, record type, record, record field, or none of the above. The Define Reminder Dialog can be opened by right-clicking on most date fields in records. This links the Reminder to that date field by default. If the date is edited in the record the Reminder will automatically change to match it.
 
 
Define Reminder Dialog
 
 
 
 
1

DIALOG TOOLBAR

1. DIALOG TOOLBAR
2

LINKED TO SECTION

2. LINKED TO SECTION
Use this section to link the Reminder to a level. Reminders can be linked to a program, project, location, record type, record, field, or none of the above. Only Reminders that are created by right-clicking on a date field can be linked to a specific record and field.
3

REFERENCE DATE

3. REFERENCE DATE
This field only appears if the Reminder is created by right-clicking on a date field and is locked at that date. If the date is edited in the record, and "Lock" is on in the Reminder Date field, this field is automatically updated in the Reminder.
4

CREATE REMINDER SETTINGS

4. CREATE REMINDER SETTINGS
This field only appears if the Reminder is created by right-clicking on a date field. Use the controls to determine when in relation to the Reference Date the Reminder will be triggered.
5

REMINDER DATE

5. REMINDER DATE
If the Reminder is created using the "Create Reminder" menu choice in the Home page, enter a date here or select one from the date picker. If the Reminder is created by right-clicking on a date field the "Lock" toggle button appears next to the field. If Lock is on, Reminder Date is calculated as Reference Date plus or minus the settings in the Create Reminder Settings section. If Lock is off you may directly edit this field.
7

REMIND USER(S)

7. REMIND USER(S)
Select one or more PMWeb users to receive notice when the Reminder is triggered.
8

REMIND CONTACTS(S)

8. REMIND CONTACTS(S)
Select one or more PMWeb contacts to receive notice when the Reminder is triggered. Contacts selected here will not receive Onscreen Messages if that option is selected in the next section.
9

EVENT(S) SECTION

9. EVENT(S) SECTION
Select one or both options. Email message templates can be configured in Message Templates.
10

MESSAGE

10. MESSAGE
Enter a message to be inserted in the email
11

SUBJECT

11. SUBJECT
Enter a subject for the Reminder
12

SYSTEM ID

12. SYSTEM ID
Read only. A sequential number assigned by PMWeb.