Add Reminders to Material Entry Conversations

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:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Approval > Material Entry Approval.
  3. 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.
  4. Click Show the conversation options and select Add reminder.
  5. 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.
  6. 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.