{"id":22190,"date":"2022-08-19T12:02:47","date_gmt":"2022-08-19T10:02:47","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-cycle-de-vie\/user-guide\/manually-enter-a-reminder-date\/"},"modified":"2026-05-13T09:38:59","modified_gmt":"2026-05-13T07:38:59","slug":"manually-enter-a-reminder-date","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-cycle-de-vie\/user-guide\/manually-enter-a-reminder-date\/","title":{"rendered":"Manually enter a reminder date"},"content":{"rendered":"\n<p>It is possible for a user to enter a reminder date outside of the automated rules mechanism in order to handle exceptions and allow for greater flexibility.<\/p>\n\n<p>There are two callback input modes in Open Bee\u2122 Portal. Document Vacuum Cycle Module reminders and a more basic reminder natively integrated into Open Bee\u2122 Portal. Please note that only lifecycle reminders allow you to benefit from the processing of reminders by creating a task or injecting into a workflow.  <\/p>\n\n<p>Open Bee\u2122 Portal native system do not appear in the reminder tracking screen.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Guideadministrateur-Saisiemanuelled&#x2019;unedated&#x2019;expirationsurundocument\">Manually create a reminder date on a document<\/h2>\n\n<p>You can manually enter a reminder date on a document from the advanced options.<\/p>\n\n<p>From the <strong>Documents <\/strong>interface:<\/p>\n\n<ul class=\"wp-block-list\"><li>Choose the desired document<\/li><li>Click the arrow and then click<strong> Advanced<\/strong><\/li><li>Click <strong>enter reminder date<\/strong><\/li><\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"965\" height=\"523\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-48.png\" alt=\"\" class=\"wp-image-13378\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-48.png 965w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-48-300x163.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-48-768x416.png 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/figure>\n\n<p>The following window appears:<\/p>\n\n<ul class=\"wp-block-list\"><li>Set a <strong>reminder date<\/strong><\/li><li>Define <strong>Supervisors<\/strong>.<ul><li>Supervisors are the users who will be able to see and process this reminder<\/li><\/ul><\/li><li>Define <strong>an action<\/strong>, i.e. how the callback will be handled when it is triggered.<ul><li>No action is the same as processing the manual callback<\/li><li>Alternatively, you can associate this reminder with creating a task or injecting it into a workflow<\/li><\/ul><\/li><li>Optionally, define a <strong>pattern<\/strong>.<ul><li>This reason will be displayed in the reminder tracking screen<\/li><\/ul><\/li><li><strong>Validate <\/strong>to create the reminder<\/li><\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-50-1024x414.png\" alt=\"\" class=\"wp-image-13380\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-50-1024x414.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-50-300x121.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-50-768x310.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-50.png 1180w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><\/p>\n\n<h2 class=\"wp-block-heading\">Viewing reminders on a document<\/h2>\n\n<p>An icon indicating that at least one reminder is associated with the document is displayed next to the document.<\/p>\n\n<p>By clicking on this icon, it is possible to view the reminders and delete them.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"126\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-51-1024x126.png\" alt=\"\" class=\"wp-image-13381\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-51-1024x126.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-51-300x37.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-51-768x94.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-51.png 1431w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"319\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-53-1024x319.png\" alt=\"\" class=\"wp-image-13383\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-53-1024x319.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-53-300x93.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-53-768x239.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-53.png 1167w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p><\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Guideadministrateur-Saisiemanuelled&#x2019;unedated&#x2019;expirationlorsqu&#x2019;undocumentestd&#xE9;j&#xE0;soumis&#xE0;uner&#xE8;gledegestiondecycledevie\">Edit reminders on a document<\/h2>\n\n<p>You can edit reminders that are manually assigned to a document:<\/p>\n\n<ul class=\"wp-block-list\"><li>Click the reminder icon associated with the document<\/li><li>Delete the reminder you want to change<\/li><li>Create the reminder again<\/li><\/ul>\n\n<p>It is possible to create multiple manual reminders on a document.<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Reminders created by an automated rule are not editable.  <\/p><p>They will be processed from the reminder tracking interface.<\/p><\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>Please note that manual entry is subject to permission on the file. Thus, a user or a group of users can have permission to enter reminders in some folders but not in other folders according to the configuration that will have been made by the administrator of the Open Bee\u2122 Portal solution<\/p><\/blockquote>\n\n<p>Have you found the answer to your question?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>It is possible for a user to enter a reminder date outside of the automated rules mechanism in order to handle exceptions and allow for greater flexibility. There are two callback input modes in Open Bee\u2122 Portal. Document Vacuum Cycle Module reminders and a more basic reminder natively integrated into Open Bee\u2122 Portal. Please note [&hellip;]<\/p>\n","protected":false},"author":95,"featured_media":0,"parent":22175,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22190","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22190","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/95"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=22190"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22190\/revisions"}],"predecessor-version":[{"id":22195,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22190\/revisions\/22195"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22175"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=22190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}