Use Project Workflow Actions

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The project action reminders screen can be viewed for a specific project from the update project screen by clicking the project action reminders button.  The Action Dates will change over time as the Lead Date changes.  Action Reminder records will display even if the Lead Date currently does not exist.

Project Action Reminders can be set up to trigger a reminder based on the Project Type and a specific date associated with the project. 

 

From this screen, the action can be completed, a task can be added or another project specific reminder can be added.  Adding a task for this action does not complete the action.

When an action is completed a record is saved to the Document History.  A PDF document can also be attached to the record for viewing.  Completed actions and the attached PDF File can be viewed on the document history tab in the Update Project Data screen.  Once the PDF File is saved with the document history record it can always be recreated and viewed. Any document type which can be saved as a pdf file can be attached here. Some examples are word documents and excel files.  The system defaults to looking for the pdf file in your RFMS directory, but pdf files from other locations can be attached.

These pdf files can then be viewed from the document history tab on the project record.

View all project action reminders with a current action date from the outstanding items screen by clicking the project action reminders button.   Action Reminder records will NOT display here if the Lead Date currently does not exist.