Ability - assigning a reminder to an ability

This article includes the following topics:

  • Assigning a reminder to an ability
  • Example of a manage reminder
  • Example of a employee reminder
  • Editing a reminder
  • Deleting a reminder

When would you use this feature

You would use this feature in situations when an ability (certificate, qualification, skill, and so on) has a set expiration date.

Why would you use this feature

You would use this feature to notify you of the ability's expiration, which can trigger the need for additional training for that staff.

Assigning a reminder to an ability

1. Click Organisation
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2. Click Abilities
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3. Already created abilities will be displayed (If you need to create an ability, see Creating an ability):
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4. Hover the ability, and the options cog will appear
Anbility_option_drop_down.png
 
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5. The ability options will be displayed, click on Reminders:
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6. The ability active reminders screen will now be displayed:
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7. Click on the Add reminder button found in the top right corner:
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8. The add reminder dialogue will now be displayed:
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9. Make the following selection:
  • Normal reminder - a manager reminder will be shown on the home page as a to do item
  • Employee only reminder - an employee reminder will be shown on the home page as a to do item
10. Add a reminder time frame:
  • Day
  • Week
  • Month
11. Click Add reminder 
12. The reminder is now added
13. You can now add another reminder if required.

Example of a manager reminder

In the following example, we will create a manager reminder 2 weeks before the ability expires

1. Follow the instructions above to bring up to add reminder dialogue
2. Choose Normal reminder
3. Add 2 to the Remind me field and change day to week:
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4. Click Add reminder

Example of an employee reminder

In the following example, we will create an employee reminder 2 weeks before the ability expires

1. Follow the instructions above to bring up to add reminder dialogue
2. Choose Normal reminder
3. Add 2 to the Remind me field and change day to week:
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4. Click Add reminder

Editing a reminder

1. Open the ability reminder screen

2. Hover over the reminder and click the options button:

Anbility_option_drop_down.png

3. Click on edit:
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 4. The Edit reminder dialogue will be displayed:

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5. Make any changes and click Edit reminder

Deleting a reminder

1. Open the ability reminder screen

2. Hover over the reminder and click the options button:

Anbility_option_drop_down.png

3. Click on Delete
4. The reminder will now be deleted.
 
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