Add reminder process

Tip: The system administrator at your organization typically completes this process.

1. On the Reminders page, select Add. The Add a reminder process screen appears.

2. On this screen, you can add Name and Description information. You can also select Criteria details and Results information.

   For information about the items on this screen, see Add Reminder Process Screen.

   For a detailed list of the default export fields, see Reminder Output.

3. Select Save. You return to the Reminders page. The data you entered appears in the Reminder processes grid.