How do I add, edit, or delete a Reminder in agentOS?

agentOS will automatically remind you when certificates are due or interim inspections need to be carried out. In addition, you can add your own ad hoc reminders to the system. These reminders will appear in the assigned staff member's inbox on the selected date as an email reminder.

Accessing Reminders

Go to the Office tab and click the Reminders button.

On this screen you can view and edit historical reminders. To open a reminder, click on it from the list. To edit it, click the Edit button in the top right-hand corner.

Adding a new Reminder

1. On the Reminders screen, click the Add button in the top right-hand corner.
2. The Add Reminder form will appear. Complete the following fields:
   • Branch — the branch the reminder relates to.
   • Assigned To — the staff member who should receive the reminder.
   • Scheduled At — the date and time you want the reminder to appear.
   • Frequency — how often the reminder should repeat (e.g., weekly, or remind only once).
   • Content — the text that will appear on the reminder. Write a clear description so the recipient knows what action to take.
3. Click Save & Close to save the reminder.

Deleting a Reminder

Open the reminder from the list and select Delete in the top right-hand corner.

If you need any assistance, contact support@agentos.com.