If you would like to be reminded of the notice period for a contract, select the reminder type Termination. Based on the existing contract data, the term you entered and the time unit of the notice period, the date of cut-off date for the termination is calculated.
If no contract end date has been specified for a contract, you can also specify the frequency of the notice period (e.g. end of month, end of quarter) in addition to the term and the time unit.
If required, you can also create a reminder with a reminder date in the past.
You can also inform someone or a group as soon as the task has been completed.
Here's how
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Open the contract document or the contract file.
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Click on the Create new reminder context action.
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Select the reminder type Termination.
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Enter the number under Term in the Notice period section, and select the unit of time under Unit of term. Select the time unit, e.g. end of quarter, under By rhythm. The possible end of the contract is calculated under Contract end date. The possible end of the contract is calculated automatically under Notice period end date.
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Enter a description for the task under Reminder note.
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Under Recipients, select the person or group to whom you would like to send the reminder. You can specify yourself, other people, a group or a combination of people and groups.
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Optional: enter at least one e-mail recipient (person, group) under Advanced settings > Send notification on completion. The e-mail recipients receive a notification when the reminder has been completed. The list of recipients can already contain recipients so that you do not have to select the recipients each time. If necessary, contact your administrator. You can change the preselected recipients at any time.
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Optional: activate the option Send notification on completion > Notify me if you as the creator would like to receive a notification after a reminder has been completed.
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Click on Create to create the reminder.
Tip
If your administrator has created text templates for reminder notes for tasks, you can insert a suitable text template with Select text template > Select. The text template is inserted in the Reminder note field. You can edit the text in the reminder note if required.
The end date for a contract renewal and the reminder date for the reminder are calculated automatically. You can change the reminder date for the reminder manually if required.
By default, an e-mail notification is sent to the recipients 14 days before the cut-off date with the description you entered under Reminder note.
Your administrator may have changed the number of days before the cut-off date. If you have any questions, please contact your administrator.
See also