Search and filtering

Overview Expiration Reminder provides one of the most flexible ways to search and filtering for information in the system. You can basically build and filter any kind of report and eventually export the information to Excel. You can do a combination of number of fields until you find the information you need. Below you can […]

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Audit history

Overview The audit history feature shows a list of all actions that have been taken to a specific expiration item. The audit log tracks the date and type for events like: Creation Expiration date change Auto renewal Acknowledgement Notifications SMS notifications View the log To view the log for a specific item, click on the […]

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Acknowledge an expiration item

Overview The acknowledgement feature in Expiration Reminder allows you request feedback from users about a specific expiration and taking actions on the item depending on their response. Enabling acknowledgement To enable acknowledgement, go to the expiration item, click on the Acknowledgement tab and select yes from the radio button. After enabling, all emails going out […]

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Using the dashboard

Overview The dashboard is the first screen that shows up when you sign in to Expiration Reminder. It gives you a quick glimpse at the status of items through the whole system and your organization. The dashboard is divided in the into six panels: Categories Item status summary Item expiration forecast Calendar Item percentage summary […]

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View recent changes

Overview Every action that occurs in Expiration Reminder gets recorded in an audit log that can later be viewed and verify at any time what happen with a specific expiration item. Recent changes and the dashboard The dashboard shows the most recent events in the audit log at the current time. This recent events are […]

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Handling auto renewals

Overview The auto renewals feature in Expiration Reminder allows expiration items to be automatically renewed when the expiration date arrives. This is useful to tracking items that are certain to be renewed and that usually expired on the same date every year like for example driving licenses. Configuring auto renewals To configure auto renewals, go to […]

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Adding an Expiration Item

Overview This article describes how to add an expiration item from the expiration list screen. Things to know before you begin After you’ve created an expiration item, notifications will be scheduled automatically. If you create an item with an expiration date in the past, notifications will be scheduled to be sent the next day. If […]

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