Print
How to access, view and search automated reminders
When you access the Automated Reminder screen, you can view all automated reminder configuration for your eCase environment, or you can narrow the search down using different search parameters. You will need the Manage automated reminders privilege on your user account in order to see the Automated Reminders link.
- Go to the More menu and select Automated Reminder under the Management column. The Automated Reminders screen appears with the search criteria at the top of the screen and configured automated reminders at the bottom of the screen.
- There are two search criteria that you can use. Choose one or more of the search criteria to narrow the list of search results.
If you would like to… Then… Search for automated reminders that are to be used for a specific case type Select the Case Type drop down arrow to choose the case type and select the Apply Filter button. The list of matching automated reminders will appear. If you do not want to restrict by case type, keep the default of All Case Types. Search for automated reminders based on target type In the Due Date Type field, select the drop down arrow to choose the type you would like to search for. If you don't want to restrict the search to a specific type, keep the default of Any. Once chosen, select the Apply Filter button. The list of matching automated reminders will appear. - To reset the search criteria to their defaults, select the Clear Filter link.