Reminders

To access your contract's reminders, navigate to the Reminders tab highlighted below:



This page contains a number of reminders for events across your contract. These vary depending on event type, and any response periods are generated from your Contract Data (set by a Superuser within the admin panel).

Reminders are categorised by event type, specific to each Party:



Selecting each group will display the individual events with the amount of time remaining within the right-hand side menu:

These reminders are then split into 6 colour variations based on the amount of time remaining:

By default, the reminders page will display the reminders for the Party you are associated with, however, you can see the other Party's reminders by selecting from the filters available:



By selecting the Reminders filter shown above, you can also filter to a specific reminder type(s):



It is also possible to export this page. To do so, select one of the reminder groups to display the side menu, then select the download arrow icon:



You will then be able to select whether you want to download the filtered reminder, or whether you wish to download all reminders.

Once you have selected your option, you will be displayed with the below pop-up window. If you are happy with your selection, select Download:

Click on the event from the reminders page to open the edit form:



Alternatively, you can select the arrow icon to open the event:



Depending on the type of event, you can now complete the required action(s) - for example, by responding to an early warning. Once the requirements are satisfied, the reminder will be removed. 

Certain events that don't require a response can be removed from the reminders page, this includes general communications (no reply requested) and communication discussion / extensions. To do this, select the reminder, and then from the pop-up window highlighted below, select Remove from reminders:



Please note removing a reminder will remove it for the applicable Party and not just a single User.

The response period can be amended on certain events. If applicable, select Extend or discuss reminder due date:



For more information on extensions/discussions please see our help article.

It is also possible to assign reminders to specific Users within your Party and send them an alert requesting they complete the required action(s):



To view any events which have been assigned an action, navigate to the Dashboard section, and select View my actions, or View all actions:



You will then be displayed with a side menu where you can view the actions. Within here, you can filter by open and completed actions, by reminder type, and by assignee:



To send a prompt for the action, select the three dots against the event which requires action, then select Send email prompt:



Within the above pop-up window at the bottom of the screen, you can also delete an action if it is no longer required.

For further guidance on assigning actions, please see our help article here.

Aggregated Reminders displays the reminders across all of the contracts that have been filtered within the Select Contracts page.

To locate Aggregated Reminders, you’ll first need to navigate to the left-hand expandable menu, and select Registers, followed by Aggregated Reminders:

The reminders are categorised by event type and then subsequently by contract type, split into their individual contracts for ease of reporting:

There are also several filters available for this report which can be found by selecting the cog symbol: