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How do i use the reminder function?
How do i use the reminder function?

Early reminders for e.g. upcoming maintenance of your objects.

Corinna Hahnefeld avatar
Written by Corinna Hahnefeld
Updated over a week ago

Step 1:

  • Navigate to "settings" and click on "Field definition (Objects)":

  • Click on "Create Field" and select "Reminder" from the field types:

  • Assign a field name e.g. "Maintenance reminder/next inspection date" and define the remaining settings for the field and click "create Field":

Step 2:

Requirement:

You need to observe the object.

Observing Objects:

  • Navigate to the list of "Objects"

  • It is best to filter the objects which you want to observe (which is a requirement for the activation of the reminder function)

  • To do this, select your objects and use the mass function "Start observing"

  • You can tell if an object is observed by the fact that at least one "1" appears next to the eye-icon in the detailed view in each object:

  • If you click on the eye-icon, you can also see who else is observing the object and add more people

  • Now navigate in the detailed view of your object and to your newly created reminder field:

  • set the date to the day you want to get the reminder notification

Tip:

We recommend setting the date not exactely on the day where the inspection is due but rather some days earlier. The exact inspection day can be noted in a seperate field without a reminder function.

  • on the selected day you will receive a notification on the message component of the software

    • at 1 a.m. the reminder fields will be checked

    • at 2 a.m. an e-mail is sent to you that there are nwe messages in the seventhings software

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