Filters and Search Options

 To assist in narrowing reminder entries, the following filters are provided:

• Assignee: Filter reminders by the user (assignee) assigned.
• From Date & To Date: Select a specific date range to view reminders within a time frame.
• Case Number: Input a case number to filter reminders for that case.
• Completed: A dropdown of Yes/No options to filter reminders by completion status.
• Search by Description: A text field to search reminders by keywords from description.

Reminders List Table/Column

 The table shows a list of reminders as per any filters applied. The columns offer the most important information:

• Case Number: Case number for the reminder, if any.
• Reminder Date: The reminder date to be triggered.
• Description: Text representing the reminder.
• Assignee: The user the reminder is assigned to.
• Created By: The user who created the reminder.
• Created Date: The reminder creation date.
• Completed: Whether the reminder has been marked as completed (Yes/No).
• Completed By: The person who completed the reminder.

Downloading Report

Users can also export the reminder list for record-keeping or analysis.

To download the report:

1. Go to the Reminders tab in the Task Audit section.
2. Apply filters if needed to customize the data user wants to export.
3. Click on the Download Report button at the top-right corner.
4. Select your preferred file format: PDF or Excel.
5. The report will be created and downloaded automatically.

Mark as Completed

Users can mark one or more reminders as completed with the Mark as Completed button.

1. To mark one or more reminders as completed, follow the below steps:
2. Select the checkbox next to any reminder in the list.
3. Once a reminder is checked, the Mark as Completed button will appear next to Search button at top.
4. Click the Mark as Completed button to mark the status of the chosen reminder(s) as completed.
5. Accounting, timesheet and client sections are completely missing from audit.