Reminders for Tools

With Tool Reminders, you can create your own reminder types and assign them to Tools to help you keep track of tool-specific activities, such as annual inspections, industry certifications, and other important events.

Create Tool Reminder Types

Before you can assign reminders to Tools, you must create Reminder Types in your Account Settings.

To add a Tool Reminder Type:

1. Go to your Account Menu and select Account Settings.

2. In the Settings Sidebar, select Tool Reminder Types under Tools.
3. Click the + Add Tool Reminder Type button.

4. Enter a Name for your Tool Reminder Type and click Save.

Your new Tool Reminder Type can now be assigned to your Tools.

Manage Tool Reminder Types

To edit or delete an existing Tool Reminder Type:

1. Navigate to Tool Reminder Types in your Account Settings as shown above.
2. Click the More Actions Button for the Tool Reminder Type and select Edit or Delete.

Add a Reminder to a Tool

To add a Reminder to a Tool:

1. In the Sidebar, click Tools and select Reminders.

2. Click the + Add Tool Reminder button.

4. When you're finished, click the Save Tool Reminder button.

Tool Reminder Notifications

By default, the user who creates the reminder will be included, along with any user who is "watching" the Tool. Adjust recipients by adding or removing users from the Watchers list.

Notifications are triggered based on the Due Soon Threshold and the Due Date. Users will receive, in order:

• A notification when the reminder is due soon
• A notification when the reminder becomes overdue
• A notification once a week until the reminder is reset

Resolve a Tool Reminder

To resolve a Tool Reminder:

1. In the Sidebar, click Tools and select Reminders.

2. Click the More Actions Button for the reminder, and select Resolve Reminder.

NOTE: Tool Reminders don't repeat automatically. Once a reminder is resolved, another reminder needs to be created.

Add Tool Reminders in Bulk

You can add reminders to multiple Tools at once using the checkboxes in the Tool List.

1. In the Sidebar, click Tools and select Tool List.

2. Use the checkboxes to select the applicable Tools.

3. Click the Actions drop-down menu, then select Add Reminder.

4. Complete the Tool Reminder Details form as shown above, then click Save.

Tool Reminders Index

The Tool Reminders Index is where you can manage your Tool Reminders. It contains the following features and functions:

1. Use the tabs to view All, Due Soon, or Overdue Tool Reminders
2. Search for a reminder or Filter the list by Tool, or Tool Group
3. Group the list of reminders by Tool
4. Manage Columns shown in the list
5. Click a Column Header to sort the list by that column
6. Click the More Actions Button for a reminder in the list to View, Resolve, Edit, or Delete it.