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The Reminder tab does not store work orders or inspections.  Instead it stores reminders to create new work orders and inspections on a recurring basis.  Reminder work items are not added to the Inspection or Work Order tab unless specified by the user; if not specified, they will remain in the Reminder tab as simply reminders.  Single reminders are generally not shown in this tab (although users you may create them).  You cannot import work orders or inspections into the Reminder tab; the only way to add reminders is to create them from within the tab itself.

user


In the Reminder tab toolbar you may:

  • Refresh the view .
  • Add standalone reminders .  
    • Users You should do this carefully as these standalone reminder inspections and work orders will not appear in the Inspection and Work Order tabs.  It may be best practice to only add standalone inspections and work orders to their respective tabs, while only adding recurring work items to the Reminder tab.
  • Add recurring reminders .  This is the only way to create recurring reminders, they cannot be imported.
  • Delete, show the Work Explorer, or zoom to a particular reminder .
  • Use the the drop-down menu to change the visible list of reminders .

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Explorer - Opens up the Work Explorer to see the reminder's details.  When you attempt to open a reminder in the Work Explorer, InfoAsset Planner will ask you whether they wish to open the individual reminder or the entire series or recurring reminders.  If users you select the individual reminder, it will automatically be removed from the series of recurring reminders and become a standalone reminder stored in the Reminder tab.

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Create - Moves the selected reminder to the respective Inspection or Work Order tab.  Only the selected reminder will be moved; if it is tied to other recurring reminders which are not selected, they will not be moved.  When users you do this, they are essentially taking the reminder and now making it actual work to do instead of simply being reminded of it.

Add To/Remove From Catch Bin -  Users may You may use these options to add or remove reminders from the Catch Bin tab.

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Edit Recurrence - Opens the recurrence window to allow users you to adjust the recurrence interval.

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Restore to Default Series - If a reminder is separate from its series of related reminder inspections or work orders, it will become a detached, standalone reminder.  Users You can use this option to restore the broken relationship.  The status of a reminder is shown by the symbol on the left side of the reminder list.  In the screenshot below, the first reminder is in series, the second is broken or out of series, and the third was created as standalone.  This is also described in the 'Series Status' field on the right.

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