Add New Job Reminders

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add a job reminder to selected jobs.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a new reminder to a job:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add new job reminders.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job that you want to add a new reminder to and on the grid toolbar, click Job settings .
5. Click the Reminder tab and click Add reminder .
6. In the Add Reminder dialog box, select the Activate on task closure check box and identify the task whose closure will trigger the reminder.
   Alternatively, set a date and time for the reminder.
7. Enter your Reminder text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.