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Purge Reminders This Help File Page was last Modified on 07/01/2012 |
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Purge Reminders This Help File Page was last Modified on 07/01/2012 |
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Purge Reminders
This Help File Page was last Modified on 07/01/2012
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Purge Reminders This Help File Page was last Modified on 07/01/2012 |
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Purge Reminders This Help File Page was last Modified on 07/01/2012 |
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| □ | Reminders, Reminders, Reminders. It is enough, already. |
| • | And sometimes there are more than enough Reminder records in the system |
| • | You should Purge Reminders periodically, based on the volume or Reminders that you and others are entering. |
| • | To Purge Reminders, on the Main Menu Select Maintenance and Choose the Reminders Maintenance sub-menu, and then Click Purge Reminders. |
Purge Reminders Form
| • | Date Range - Enter the starting and ending dates to Purge Reminders. |
| • | From - By default, the starting date for the Purge will be One Month Ago. Use the Drop-Down Date Selection Box to Choose another starting date. |
| • | To - By default, the ending date for the Purge will be Today. Use the Drop-Down Date Selection Box to Choose another ending date. |
| • | Type - Indicate whether all Reminder records are to be purged, or just those that have been completed. |
| • | All - Click the All button to Purge Reminders regardless of their completion status. |
| • | Completed - Click the Completed button to Purge Reminders only if they have been completed and Closed.. |
| • | Employee - Indicate whether to remove reminder records for all, or just one selected Employee. |
| • | All - Click the All button to Purge Reminders regardless of which Employee entered them. |
| • | One - Click the One button to Purge Reminders only for a specifically selected Employee. |
| • | Employee Search - If you Click One, the Employee Search dialog will be displayed. |
| ▪ | Search By - Use the Drop-Down Selection List to Choose the search method (by ID or Name). |
| ▪ | Search Value - Enter the characters to located the desired Employee record. |
Employee Search dialog
| ▪ | Click on the desired Employee record. |
| ▪ | Click OK to select that Employee and insert them into the Employee field. |
| • | Click OK to complete the Purge of the selected Reminders. |