Reminders
Reminders are substitute for those sticky notes or post-it notes which
you use to remember your day-to-day tasks. The Reminders option is available
under Quick Actions drop-down menu.
NOTE: The Quick Actions drop-down menu is available
if the administrator has enabled the option under Self Service Portal
Settings.
Add Reminders
To add new reminders to your reminder list,
-
Click Quick
Actions drop-down menu and select Add New
link under the Reminders block. The
Reminders form opens in a pop up window.
Alternatively, you can add a new reminder while viewing the Reminders list. Click Quick
Actions drop-down menu and select My Reminder(s)
link to view your reminders list. The My Reminder (s) form
pops up as shown below,

Click
+Add New link. The
Reminders form opens in a pop up window.
Enter the task summary
in the text field provided.
-
Select the Date
& Time for the reminder using the calendar icon
. By default, the date field is set to the today's
date and the time is set by default as 11:00 AM. You can change the date and time
settings to your choice.
-
Click Add button. The
reminder is added and is listed along with the existing reminders
in an ascending order based on date and time.
Changing Status
When you have completed a reminder, you can just strike the reminder
to indicate that it is completed by selecting the radio button beside
the reminder.
From the My
Reminders popup, click the status radio button
to
change the task status from incomplete to Completed.
The task is struck through to indicate that it is completed.

Alternatively, you can
also change the task state by executing the following steps:
-
Click Show all
at the bottom right of the My Reminders pop up. The All Reminders List view is displayed.
-
Select the check
boxes beside the Reminder Summary
for which you wish to change the state.
-
Select the state
from the Change Reminder State To combo box; select the reminder
state to Completed.
-
Click Change button to change the status of the task.
To indicate the change the task would be stroked off.
Deleting Reminders
The reminders can be deleted by,
-
From the My Reminders
pop up, click Delete this reminder
radio button
beside the reminder you want to delete. The reminder is deleted from the list.
-
Alternatively, from All
Reminders List view, enable the check box beside the Reminder summary
to be deleted. Click Delete button. The
confirmation message appears in a dialog box. Click
OK to proceed. The reminder is deleted from the list.
The advantage of moving the reminder to completed state instead of deleting
it completely is that you can revert the state of the reminder to Open
again and edit its attributes. But once you delete the reminder, it is
completely removed from the application and cannot be retrieved.