🛠️ Set a reminder on a date, such as a contract end or a warranty that runs out, and the people you pick hear about it in time. Due dates on work orders and inspections remind their assignees on their own.
Set a reminder on a date
Open the item and click a date data field, or an asset's Warranty valid until. You need the Editor role or higher.
With a date in the future, the picker shows Select who should get a reminder and Select how long before the date comes up a reminder should be sent: a number of days, weeks, months or years, 1 week unless you change it.
Click Save. A bell on the field shows the reminder is set.
Each field on an item holds one reminder, and everyone you pick needs access to the item.
What the reminded person gets
At the start of that day, in the site's time zone, each person gets an item in their Inbox with the field's name and the date, or Warranty expires. It is also in their next digest email, under reminders or warranty expires soon, unless they have already read it. If you move the date, the reminder moves with it. A date that has already passed sends nothing. See Keep up with your Inbox.
Change or remove a reminder
Open the date again, change the people or the lead time, and click Save. Remove everyone and save to delete the reminder. Clear removes the date, and the reminder with it.
Reminders Vyer sends by itself
A work order with an assignee and a due date reminds the assignee 2 days and 1 day before the due date.
An inspection with an assignee reminds them the day before and on the due date, then every 7 days while it is overdue.
They stop when the work order is completed or rejected, or the inspection is completed. They cannot be changed.
If it doesn't work
The picker has no reminder fields
Reminders are set for dates in the future, and only by members who can edit the item.
Subscriber lacks permissions on reminder target
Someone you picked has no access to this site. Give them access, or leave them out.
