Claims Management Reminders Tab: Difference between revisions
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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.