Page 57 - Administering the System Participant Guide (SDL)

Reminders are different from Notifications in that Reminders are scheduled while
Notifications are not scheduled. Reminders will only go out to people who have yet to do
what was required to be done by a certain time.

Tour 11.3 – Review Critical Reminders

Review the top reminders that Unanet recommends for encouraging users to
complete and submit timesheets and expense reports in a timely manner and
to prompt managers to process approvals quickly. Log in to the system as the
Administrator, Ralph Durbin (rdurbin/welcome).

Tour Highlights

• Review the description and message for the following reminders:
a. Timesheet Minimum Hour
b. Timesheet Submit
c. Timesheet Manager Approval
d. Expense Manager Approval
• Review each of the scheduled system actions below:
a. Automated Accrual Post
b. Automated Customer Payment Past Due Reminder
c. Project Alerts
d. Purchase Order Alert

Activity 11.4 – Schedule a Daily Minimum Hour Reminder
To assist team leaders with managing their direct reports, the Administrator is
going to set up a scheduled reminder to be emailed to users whenever they
fail to log the minimum hours required each day. Log in as system Administrator, Ralph
Durbin (rdurbin/welcome).

Activity Steps

1. Navigate to Admin > Reminders.
2. On the Reminder tab, select the Reminder Type “Timesheet Minimum Hour”.
3. In the Person Org Code field, enter “%prod” and filter to show the results.
4. Move to the Schedule tab.
5. Select the Schedule Type “DAILY”.
6. Complete the fields of the schedule as indicated below:
a. Name: Daily Minimum Hour Reminder
b. Description: Reminder for users to enter the minimum hours required daily

Lesson 11: Enabling Custom Notifications and Reminders ©2021 Unanet. All rights reserved.
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