Reminders

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Reminder displays system-generated and user-defined notes based on your computer's system date. There are several forms in Web Suite where users can enter reminders. The reminders that you set, appear on the given date in the Reminders panel on the dashboard.

 

There are two reminders in Employee and Vendor screen, the Reminder Message and the Next Important Date. The Reminder Message is a field of unlimited length.

 

Type information in the Memo field and enter the date to be reminded in the Employee or Vendor screen. On the specified day, the Reminders screen will notify you that the employee or vendor has a message in the Employee/Vendor screen. The Next Important Date is also a reminder. On the selected date, the Reminders screen will show a message that reads Reminder—Next important date for [Employee ID]. This field might be helpful for regular pay raises or birthdays.

 

The Reminder Screen only displays reminders for screens which the user has permission to access as defined in security settings.

 

Reminders are automatically set for the Time Entries and Expense Entries that are unapproved. It will display a message as a reminder to approve the time and expense entries depending on the type of Web Suite User. If you have logged in as a Supervisor, the reminder messages will pertain to approving the time and expense entries of the other Web Suite users/employees. If you have logged in as a Project Manager, the reminder message will pertain to approving the time and expense entries of other Web Suite users/employees, assigned to the projects under him. If any other employee has logged in, then the reminder message will pertain to informing him about his unapproved time and expense entries till that date.

 

You can also get a reminder for the Project due date. This enables you to track the contract expiration dates. Depending upon the due date for the completion of the project, you will be reminded of it via the Reminders screen. 

 

Reminder screen will also show all the recurring projects which are due on the current date.

 

The Personal Time Off Request reminders notify the approver for approval of personal time off requests made.