Shared Application - Note Reminders


This option is called from the Notes Screen or the Maintain Notes Screen and is used to create note reminders.  A user can create a note reminder which can be e-mailed to the specific user or groups specified.



Fields in the option:

Block 1:  Reminder Notes

This block is used to define a reminder and indicate to whom this must be emailed.


Field Type
&
Length		 Description
Note Number N10 This is the note on which the reminder must be entered.
Reminder Number N10 This is the reminder number that will be generated on commit.
Reminder Heading A30 This is the title linked to the reminder.
Reminder Note A2500 This is the reminder detail to be entered.
User A8 This is the user to whom the reminder must be sent.  This user must be define as a valid personnel member and also an ITS user in {USERS-5}.
Date/Time A30 This is the action date and time on the reminder must be emailed.
Create User A8 This is the user that created the reminder and defaults to the user logged in.
Date/Time A30 This is the date and time the reminder was created and default to system date.
E-mail Sent A1 This is used to indicate if email must be send via the option {GOPS-23}.
Complete A1 This is used to indicate if the reminder action has been completed or not.
Student Persons Button This button is only available for notes where the object name of Reference 1 for the Note Code is defined as "STNO" in "Note Codes and Reference Fields" {GCS2-15}.

When selected, this button will :
  • open the Bulk Recipient Selection for Student Note Reminders - Screen
  • all persons linked to the student will automatically display in the screen
  • the user will be allowed to select persons to receive the Reminder
  • the selected persons will be copied into the "Recipients" - block of this screen.

Example:

note reminder image block 1

 

Block 2:  Recipients

This block is used to allow reminders to be sent to individual system users, groups of users or to a specific email address.  Any combination of these may be entered..


Field Type
&
Length		 Description
Type A1 This is an indication as to the type of recipient (User, Group or Email)
User Type A1 This is the type of user, should recipient type "User" be chosen.
Number N9 The user number whose email address will be retrieved.
Group Code A20 This is the email group whose members will receive the reminders.  This code is defined in {REQC-6}.
Email A60 Should the recipient type be "Email" you will be able to enter an email address here.  This address is used when you have to send an email to a specific address that is not linked to a person in the ITS system.



Example:

note reimnder image block 2 -recipients

 

History of Changes

Date System Version By Whom Job Description
26-May-2008 v01.0.0.0 Melanie Zeelie t137651 New manual format.
26-May-2008 v01.0.0.0 Vaughn Dumas t144697 System owner proof read.
06-May-2010 v01.0.0.0 Frans Pelser t161069 Add reference to the Bulk Recipient Selection Screen for Student Notes