Claims Management Reminders Tab: Difference between revisions

From KB
Jump to navigation Jump to search
BL>Angela
No edit summary
 
m (1 revision imported)
 
(No difference)

Latest revision as of 11:39, 18 September 2024

Location

CLAIMS


Purpose

This tab shows all of the reminders that are attached to this claim. You can set up reminder to appear at a specific date. Use the Add, Change, and Delete buttons to edit the records, or double-click on a line in the browser to bring up the Reminders screen.


Fields

Employee Number – The ID of the employee that should be reminded.

Action – What to do, such as call someone, mail a document, etc.

Start Date/Time – The date and time at which to display this reminder.

Detail – A note to be shown as the reminder.

Stop showing this reminder – Uncheck this box to stop the reminder from appearing.


Buttons

Access Parent Record – Use this button to bring up the claim that this reminder is attached to.