Defining and sending reminders

Reminders enable you to define notes for yourself and others. You can send them by email and you can specify when they are sent.

You can define generic reminders, or you can define reminders that are associated with a specific change request or task. For example, you can send yourself a note about a specific change request to remind yourself to follow up on it.

Whether you access reminders from the console or from within a change request determines which reminders you are able to view:

• When you open the Reminders dialog box from the console, you can view all reminders that you have created.
• When you open reminders from within a change request, you can view reminders associated with that request. This information includes not only your reminders, but also those created by other users of the application.

You can modify or delete only the reminders that you have created.

To view and create reminders

You can set reminders to send notes to yourself and others.

1. On the Change Management console, select Functions > Reminders.
   The Show Reminders tab displays a list of reminders that you can filter by using the options in the Show Reminder menu.
2. Select the Create Reminder tab to create a new reminder.

3. Enter information in the fields as appropriate.

   Field	Description
   Notify	The options are as follows: Individual—Select this option to notify a user. Group—Select this option to notify a group. Important: If you select the Group option, all the people who belong to the support group and have the Infrastructure Change Approver functional role are set up as approvers. By default, only one approver in the group must sign off on the approval before it can move to the next status.
   Recipient	Enter the name of the user or group.
   AR login	If you select Individual, this field is displayed. The logon ID of the user is included automatically when you select the user.
   Time	Select the calendar icon to select the date and time for when the reminder needs to be set. By default, the time is set to an hour ahead of the current time.
   Subject	Specify a subject for the reminder.
   Message	Enter a brief message related to the reminder.

4. Click Save.
   A confirmation message with the details of the notifier and time of the reminder is displayed.

To modify or delete reminders

If you open the Reminders dialog box from the Change Management console, all the reminders that you have created are displayed. If you open the Reminders dialog box from within a change request, only the reminders associated with that request are shown.

1. In the Change Management console, or from within a change request, select Functions > Reminders.
2. In the Show Reminders field on the Reminders dialog box, select the set of reminders to view them.
   The choices are All, Pending, and Sent.
3. Select a reminder, and then click View.
4. On the Reminder Details dialog box, make your changes to the reminder.
5. Click Save.

To delete a reminder, select it, and then click Delete.