Reminders can be used to send scheduled and recurring notifications to users within groups on a Requirement. Clicking on the reminder notification will take the user to the corresponding Requirement. 


Creating a Reminder

  • Head to Sourcing > Requirements, and click on the relevant Requirement.
  • Go to the Reminders tab and click "Create a Reminder" 


This will open up a pop-up window from which you can enter the details of the Reminder:

  • Icon - select an Icon that will appear on the reminder notification.
  • Title - title of the Reminder. This appears as a heading on the reminder notification.
  • Description - lengthier text that can be used to explain the notification or prompt recipients to action. 
  • Recipients - select the groups you wish to send the reminder notification to. 
    • Reminders can be sent to each group listed in the People tab of the requirement (Procurement, Stakeholders, and Contract Managers) and Live or Qualified Suppliers. 
    • You can also set up a reminder to be sent to your own account.
  • Start/End Date - the time frame for which the reminder will be active
  • Repeat - the regularity in which the reminder notification is sent.

Once you're happy, click "+Save". Your reminder will now be active and will be stored in the Reminders tab of the Requirement.


You can edit the details of reminders at any point, by clicking the "Edit" button next to the relevant reminder. 


Once a reminder is no longer required and expired, you can click the box next to the reminder to complete it. This will clear the reminder from the Reminder tab. 

  • You can click "Show Completed" to view all completed reminders.



Reporting on Reminders

You can pull off a report on reminders by clicking either the "Excel" or "PDF" button. This will pull off all reminders displayed on your screen in the Reminders tab. 

  • Any information not on that screen will not be carried through into the report, so if you wish to include completed reminders ensure you slide the "Show Completed" option.


NB: A record of when Reminders are created and removed is kept in the Audit Log and can found found on the Audit tab of a requirement.


If you wish to send a one-off notification to associated users on a Requirement, you can do so by sending an Ad-Hoc Notification. This also allows you to select individual users, rather than sending to whole groups. Please see here for guidance on sending Ad-Hoc Notifications.