Back to Table of Contents

Document review alarms

Setting an alarm to remind of a document review or expiration

The document record

Start on the document record itself.
Click the custom tab - you will see all custon data items for this document including any existing dated data and linked alarms if any.

Adding a review date alarm

To add a review date click the New button on the custom data tab

Set the custom data item to "review date"

  1. In the dialog, select "Review date" from the top drop down menu
  2. Set the relevant date in the date field and click Confirm

Set the alarm

To set an alarm reminder linked to the Review date item, click the grey alarm icon

Confirm alarm time

Set the date and time for the alram to trigger and click Set to finish

Alarm set

The green alarm icon confirms that an alarm is set - click the icon to check or reset the alarm.