Use the Material Entry Approval submodule to add a reminder to material entry conversations.
To use the Material Entry Approval submodule, you must have access to
Tasks as defined in the User Access Rights submodule under
Settings.
To add a reminder to a material entry conversation:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
Highlight the material entry of the conversation that you want to add a reminder to and on the side toolbar of the right pane, click
Material Conversation.
-
Click
Show the conversation options
and select
Add reminder.
-
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.
-
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.