Reminders

Video Tutorial

Reminder messages can be set for Cases that will notify a specific User or the entire Team. To set a Reminder, right-click on a Case listing and select Set Reminders ... >> 'For User' or 'For Team'.

This will open the Manage Announcements/Manage Messages window where the Reminder details can be entered as well as the start/end dates for the Reminder notification and publishing options.

The Details tab of a Reminder contains the following fields/properties:

Field/Property Description
ID A unique identifier assigned by versaSRS when the Reminder is saved. This is only visible within the Manage Announcements/Manage Messages window by clicking the Open icon ()
Title A title for the Reminder, specified by the User. This can be auto-filled with the Subject from the Case by creating an Update Template and selecting it for the Global Settings Application property ReminderUpdateTemplateID.
Message The message to be shown to the Users in versaSRS. This can be auto-filled with the Details from the Case by creating an Update Template and selecting it for the Global Settings Application property ReminderUpdateTemplateID.
Default Reminder Drop-down list of values allowing the User to set when the Reminder should display to Users
Enforce Reminder Ticking this checkbox prevents versaSRS Users from permanently dismissing the alert message.
For example if you have set the alert to show every two days the User cannot disable these alerts
Reminder Start The date and time the Reminder message alert will start displaying within versaSRS
Schedule Start The date and time the task or event the Reminder is for will start
Reminder End The date and time the Reminder message alert will stop displaying within versaSRS regardless of which Users have seen it
Schedule Start The date and time the task or event the Reminder is for will end
Date Entered The date and time the Reminder was created in versaSRS
Last Updated The most recent date and time the Reminder was edited
Active A checkbox controlling whether this Reminder is published and will alert in versaSRS