In this lesson, you will gain an understanding of how the Reminder Tile works in TEAMS and how it supports users in managing important tasks, follow-ups, and deadlines more effectively.
By the end of this lesson, you will understand:
- what the Reminder Tile is and how it helps users stay organised in TEAMS
- how reminders can be created from both the Contact Log and Intervention screens
- how a Contact Log can be created from areas such as the Communication Tile in the Student Dashboard
- how reminder functionality depends on enabling the Can be sent as an alert checkbox in the User Code screen
- how the Event Time and Prior Time fields are used to schedule reminder alerts
- how the Prior Time determines when the notification is received before the scheduled event
- how reminders can also be created through the Intervention Screen by completing the required fields
- how intervention reminders may include additional fields such as Last Appeal Date and User Name
- how Note Templates can be used to automatically populate the Notes Box during the contact log or intervention process
- how users can also manually enter notes where required
- how saved interventions can display an error icon on the Compliance Tile and appear in the Reminder Tile for easy visibility and follow-up
- how the Reminder Tile supports stronger task management, better follow-up control, and improved day-to-day workflow efficiency
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.