WorkBook

Delete Job Reminders

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to delete a reminder from 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 delete a reminder from 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 from which you want to delete jobs 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 delete a reminder from and on the grid toolbar, click Job settings .
  5. Click the Reminder tab.
  6. Highlight the reminder that you want to delete and click Delete reminder .
    Note: There is no confirmation dialog box for this action. WorkBook deletes the reminder at once.