Set Up Scheduled Reminders Service

Use the Service Setup tab of your Scheduled Jobs Setup editor to configure the workstation(s) that you want to use for sending automated Edge Reminders messages, and review the dates and times message sets have been processed.

Use This Feature

1. Open Edge Reminders Setup Window - You can open this feature in multiple ways: Use the method that's most convenient for you.

   ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Setup and Maintenance.

   

   ViewPoint toolbar - Edge Reminders > Setup and Maintenance.

   

   ViewPoint shortcut menu - Add-In > Edge Reminders > Setup and Maintenance. (You can press Alt+D on your keyboard to open the Add-In menu options.)

   

2. Open Scheduled Job Editor - Configuration tab > Scheduled Job Setup.

   

3. Open Service Setup Options - Click the Service Setup tab.

   

4. Choose Settings - Choose whether this workstation should run Edge Reminders services, and select the email address(es) that should receive service-related messages.

   Enable / Disable Workstation - Click Enable / Disable to select / deselect this workstation as an Edge Reminders Scheduled Services station. Most offices need to enable only one workstation to run the service. However, if you choose to run the service on multiple workstations, Edge Reminders will coordinate all the services so that only one set of messages is initiated.

   

   Select Service State - While most scheduled reminders services are started automatically when you turn on the workstation, and stopped when the workstation is shut down, you may also manually turn the automated reminder services on and off as needed by selecting the appropriate service state.

   

   Start will cause this station to begin checking your Edge Reminders scheduled job details on an ongoing basis, and process those jobs as scheduled.

   Stop will suspend checking for scheduled reminder jobs: Note that if this is your only scheduled reminders service workstation, no reminders will be processed while the station is stopped.

   Restart will clear and restart the system.

   Email Address For Scheduled Reminders Summary - (Optional.) Enter your email address in the Scheduled Reminder Summary field to receive a summary of each scheduled reminder job as it is completed. If you want multiple email addresses to receive the summary. separate each address with a semicolon (;).

   

5. Review Current Services - Review the Machines Running Service and Recently Completed Jobs sections of the Services Setup window to see the current state of your scheduled reminders system. You can click a column heading to sort the results by that column, and drag and drop columns to rearrange them on your screen.

   

6. Save your changes - Click Save at the bottom of the window to save the changes you have made and exit the editing window. You can also click Apply to save your changes but keep the window option, or click Cancel to close the editing window without saving any new changes.

More Information

Set Up Scheduled Reminders - Use the Job Details tab of your Scheduled Job Setup editor to schedule recurring messages, such as daily appointment reminders, and weekly birthday reminders. Once set up, active reminders will be sent automatically by the workstation(s) you have configured to run the service. See "Set Up Scheduled Reminders" for details.

Active Internet Connection Required - Although the workstation does not need to be logged into ViewPoint in order to run scheduled reminders, it does need to be running, and have an active Internet connection.