Reminders


 

Reminders feature is introduced in "Service Desk" to define pre-notifications and breach notification for the record based on date fields.

At most 2 pre notifications and one breach notification (based on the configuration) can be sent on the date specified in the record.

Breach notification refers to notification sent after the date specified in the record.

Configure Reminders

 

reminders_add.GIF

Reminders - Add

 

Sr. No

Field Name

 

Description

 

1

Name Provide a user-friendly name to identify the reminder
 

2

Description A brief description of the reminder
 

3

Field Select the Date/DateTime field for which the notification profiles are applied  
 

4

Breach Notification Profile notification sent after the date specified in the ‘Field’
 

 

Pre Notification Level1  

5

Notify before
Notification Profile
Specify the interval before notification is sent
Select the pre notification profile
 

 

Note: A dashboard with reminders is displayed in the service desk 'My Home' page of the user as displayed below.

 

reminder_dashboard.gif