Adding Contractor Reminder Types

Overview

To create a new contractor reminder, you'll first need to configure the contractor reminder types so they appear in the dropdown menu for selection.

The Compliance module must be active on your subscription to utilise the Contractor Reminders 

How to add Contractor Reminder Types

1. Click on your User Icon (1), then click on Settings (2).

 

2. Select Contractor Reminders (3) from the left side menu.

 

3. Select "Add New Type" (4).

 

4. Type in the Contractor Reminder Type Label (5) and select Save (6).