Setting up reminders in the NICEIC Cert Software can help organise your work, call backs and renewals.
Before You Start
To set up a new reminder, firstly you will need to make sure your user has the appropriate privileges set. Follow this guide and ensure the ‘Can Create Reminders‘ privilege is set as “allow”.
Go to the ‘Reminders’ tab and select ‘Create Reminder’.
You will then be able to add the details of the new reminder, including the type, title and the client if applicable.
Next, you can set which users will receive the reminder by going to the ‘Users’ tab. You can also set the notification type here.
In the ‘Certificates’ tab, you can link certificates to the new reminder. Press ‘Okay’ when the details are ready.
Your notification is now set up.