Comments and Reminders in the Navigator
- A comment is a text entry that explains or clarifies a reservation, a booking, a group, or a service order.
- A reminder is a comment that has a due date associated with it, and if it is attached to a reservation, booking, group, or service order, then it is called an attached reminder.
In the Navigator, you can add comments/reminders directly to a reservation, booking, or service order. You can edit or delete them and view their history. When adding a comment or reminder, you can select from a preconfigured list, or you can create your own.
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In the Navigator, open the parent reservation.
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In left pane the Navigator, select the reservation or booking with which you want to work.
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Click the Comments or Reminders tab to work with either.
To add more than one preconfigured comment or reminder at once to the reservation, right-click on it in the left pane and choose Add Reminders and Comments.
A window opens and guides you through adding multiple reminders and comments.
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To delete or change or view history for an existing one, select it in the list then click Delete or Edit.
The Edit window opens on the History tab.
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To add a new comment or reminder, click New.
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If you click New, a dialog prompts you to enter details.
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In Comment Type or Reminder Type, select the type of comment or reminder you want to add, or select "(user-specified comment)," and enter a Description.
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If you create a new reminder, set a Due Date and specify the user who should be reminded in the Responsible User field.
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If you create a new comment, select Alert Users to alert any EMS user when they open this reservation, booking, or service order.
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In Notes, enter the comment or reminder.
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Click OK.
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The comment is added to the reservation, booking, or service order.