Tags

Overview Tags allows you to add labels or tags to expiration items to identify them with a specific characteristic. They’re commonly used to designate a status to the expiration item or just to classify them into certain groups for later filtering. You can have multiple tags configured in Expiration Reminder for many different things. Each […]

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No expiration date

Overview There are times that you don’t have on hand the expiration date of an item but you would like to track it so you know that you need to get back to that item. For these case, Expiration Reminder allows you add or edit an item and set the expiration date and Not Set. […]

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Exporting to Excel

Overview The export to Excel feature allows you export expiration items into an excel sheet. Exporting to Excel Follow these steps to export your items to Excel: Step 1: Click on Expirations on the top menu. Step 2: Click on Export to Excel. Filtering items on the Excel sheet The export to Excel feature works with […]

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Adding contacts to an item

Overview If you need to send notifications to more than person for a specific item, you can use the contact feature. You can add as many contacts as needed to an expiration item. Adding contacts to an item Follow these steps to add contacts to an item: Step 1: Go to the contacts tab on […]

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Attachments

Overview Expiration Reminder allows to add attachments and files to items. There’s no limit on the number of files that can be attached. Attaching a file To attach a file, follow these steps: Step 1: On the expiration item screen, click on the Attachments tab. Step 2: Click on the Browse button and select your […]

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Recovering a deleted expiration item

Overview Items that have been previously deleted can be recovered in Expiration Reminder. When an item is deleted, it’s placed in a status where the item can no longer be seen in the item list, it doesn’t count for dashboard statistics and notifications no longer go out. Recovering a deleted item To recover a deleted […]

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Importing expiration items

Overview Besides inputting items manually and using templates to speed up entering information, Expiration Reminder support importing items from an Excel spreadsheet, from a CSV file or from an XML file. You can also import items as simple as just importing the name and expiration date and you can go all the way and import […]

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Delete item

Overview Deleting an item is done on the Expirations screen. Each item will have a link on right to delete it. Keep in mind that deleted items can be recovered in the future if needed. Delete an item To delete an item follow these steps:   Step 1: Click on Expirations on the top menu. Step […]

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Item Views

Overview Items views allows you save a search and filter criteria in Expiration Reminder so you don’t have to create the same filters over and over again. You can also see item views as predefined reports that you go back to at any time. Creating an item view To create an item view, follow these […]

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Adding custom fields

Overview Most of the time you’ll also need to store additional information about expiration item besides the information already collected like name, expiration dates, etc. In this cases, you can add custom fields in Expiration Reminder to help you track and store this information. Category fields Custom fields in Expiration Reminder are defined at the […]

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