Set a reminder for a change request

From an existing change request, you can schedule a reminder to be sent to you at a specified time.

To set a reminder, follow these steps:

  1. Click Change Management  >Search Changes.
  2. Use search or advanced search to find one or more records.
  3. Click the record to view its detail.
  4. Click More or the More Actions icon and then select Set Reminder.
  5. Select one of the following to set the time when the reminder occurs:

    • Click Remind At to set a reminder for a particular day and time. Click Fill to display a calendar where you can select the date and time for the reminder.
    • Click Remind In to set the reminder to occur at a particular interval. If you choose this option, specify the time interval (in 00:00:00 format), and select a shift from the Based On list.
  6. In the Remind if field, select an option from the list:

    • Always (the default)
    • Change is still open
    • Change is still assigned to me
  7. In the Pop-up Message area of the form, select the type of notification you want to receive.
  8. If you select Pop-up, type the reminder message in the Message field.
  9. If you select Email or SM Mail, Service Manager displays a Title field where you can enter a title for the email message and two Message Type option buttons.
  10. Select the message type option in the Message Type frame.

    • Click Send Change Record to include a copy of the change record in the email.
    • Click Fixed Text and type the message you want to appear in the email.
  11. Click OK.

Example: Search for a record