1 Topic by apmuthu (edited by apmuthu 04/26/2013 12:19:32 pm)

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Topic: Dashboard - Reminder Setup has no action value

In the Module/Theme Dashboard, what does the reminder do?

Neither the table nor the form have any action name to be performed at each chosen interval.

The readme.txt file states for Reminder:

This shows a list of tasks that you can maintain by user role, with a date required and frequency. Go to Setup, Reminder Setup to define the reminder tasks for all roles. For each user, the reminder widget displays the outstanding tasks, with overdue tasks shown in red, today's tasks in blue and future tasks in black. When the user clicks on the task actioned check box, the next date for the task will be set according to it's defined frequency, and it is removed from the user's reminder list.

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  • From: New Zealand, Auckland
  • Registered: 10/15/2011
  • Posts: 40

Re: Dashboard - Reminder Setup has no action value

You need to go to the set up tab, miscellaneous section for the reminder setup. Create each reminder with the first date it is to be displayed and the frequency that it is to be repeated.
The dashboard reminder list was intended to show a list of tasks that are due to be completed in the next day or so. When an item is ticked as completed, it resets the date to the next date it's due and removes it from the display.
I kept forgetting to send to the tax office my employee tax return that's due every month. Damn tax office in NZ does not send out reminders if you file electronically. Also, one of my users needed a reminder of all the steps involved in processing the payroll, so the reminder for that lists each step that has to be completed, from opening a new pay period, entering hours, creating direct credit file for bank, creating journals for ledger, then importing direct credits in banking system and importing journals into FA.

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Dashboard - Reminder Setup has no action value

@AlistairR: Thanks for the input. I was mistaken into assuming that it was for a cron job on demand like reminder and expected some accounting action from the system to be performed in FA. I now see that is a human manually entered to do task list - a sort of memo reminder.

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