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This guide has been reviewed against our global client base and classed as relevant to all regions |
The scheduling function allows event reminders to be scheduled, to help stay on top of management tasks
You can create reminders for regular appointments or works to be booked - and for such events as block inspections and annual directors meetings
When scheduled reminders reach their due date, they are flagged as tasks on the Organiser - and will remain that way until action is taken on the task
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The Scheduling feature is for regular recurring reminders - if you want to set one-off call reminders or tasks instead |
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- on the Estate record, Activity Feed section: See Using tasks & messages and/or Setting a call reminder for more information |
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Access Scheduling section From the Estate record: |
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2. |
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Add new scheduled reminder Click 
Select the Event Type
Available types are shown right
Complete the following fields
Enter the Description for the reminder
Select the Block
Leave blank if applies to whole estate
Appointment type
Enter this on a Diary Appointment reminder type
First reminder date
Once saved, this date cannot be changed
Recur every
Enter the figure and select to recur every x days, weeks, months or years
For a Works Order event type (see 2a), the following fields can also be completed Click Accept to save and close
The newly added reminder details will be shown in the grid and from the date of the first reminder, an entry will be added to the Activity Feed and a task will be added to the Organiser (see 2b)
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|  Image Added2a. Works order |
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| title | 2b. Reminder shown in Activity Feed & Organiser |
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| When a reminder reaches its First reminder date (and subsequent recurring dates after that), it will be displayed in the Activity Feed on the estate record and also on your Organiser Activity Feed (on estate record) |
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 Image AddedOrganiser - Messages & Tasks panel |
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3. Actioning an event reminder From the Activity Feed or Organiser: Click the reminder to open it
The reminder type will dictate what is shown
For a Works Order or Diary Appointment reminder - see following sections
For Call Reminder, Reminder and E-mail/Letter Reminder types (as shown right):
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4. Works Order reminder Open the reminder from the Activity Feed or Organiser: Click Create Works Order to open a new works order screen
Enter the works order details - see 4a
Click Save and Exit on the works order
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| title | 4a. Enter works order details |
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| Click Create Works Order on the scheduled task
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 Image AddedAll relevant information will be pulled across to the works order
Complete the details as far as possible, such as completing the required by date plus costs, etc. For more information on creating a new works order, click here |
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5. |
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Diary Appointment reminder Open the reminder from the Activity Feed or Organiser: Click Create Diary Entry to open a new diary screen
Enter the appointment details - see 5a
Click Save and Exit on the appointment screen
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| title | 5a. Enter appointment details |
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| Click Create Diary Entry on the scheduled task
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 Image AddedAll relevant information will be pulled across to the appointment
Complete the details as far as possible, such as: In Entry Date enter the appointment date Set the From and To time for the appointment Mark the appointment as All Confirmed |
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Once a scheduled task has been actioned, as outlined in sections 3 - 5, the reminder will be cleared from your Organiser task list and the estate Activity Feed |
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| Excerpt |
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The scheduling function allows event reminders to be scheduled to help stay on top of management tasks |
