Adding reminders

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You can set reminders for a group of subjects or for an individual subject.

To add a reminder for a number of subjects

Open the Subject List.


Select the subjects you wish to add reminders for by dragging each name to the User Set box. You can also add names to the User Set by single-clicking while holding down the Shift key.
Select Subjects > Add Reminder.
A dialog displays telling you that a reminder will be added for each subject you selected.
Click OK
The New Reminder form displays.
Enter a date when the reminder is due.
Select the type of reminder.
Enter any details or instructions in the Note field.
Click OK.

Note: After you save a reminder for the first time, you cannot change the reminder type. In order to modify or delete a reminder, a user must be given permission by the administrator (see Setting user reminder privileges). To change the items in the Type pop-up list, see Modifying lists).

To add a reminder for an individual sub- ject

From the Subject List, double-click on the name of a subject.
The Subject Studies form opens.
Select Subject > Add Reminder.
The New Reminder form displays.
Enter a date when the reminder is due.
Enter the type of reminder.
Enter any details or instructions in the Note field.
Click OK.

Related topics

Reviewing reminders

Working with the Reminder List

Printing reminders and related forms