How to – Complete Reminders
Reminders can be marked as complete; this will ensure that the recurring service plan is accurate on when the same service for the selected asset will be due next. It will also allow you to keep track of all of the maintenance done on the asset. All complete reminders are moved to the History tab of the Reminders drop-down menu.
Follow the steps below to Complete a Reminder:
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Log in to Unity
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From the Navigation Panel on the left-hand side, click the Maintenance module
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From the top menu, click the Reminders tab
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From the Reminders tab select the Incomplete tab
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Click the three-dots menu on the right-hand side of the desired Reminder, and click Complete reminder
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Select the Date of completion (of when the service was last completed on the selected asset)
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Type in the Odometer reading (of when the service was last completed on the selected asset)
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Type in the Service Cost if desired
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Type in the Time Spent if applicable
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Type in the name of the company or person that the Maintenance was performed by
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Type in the Work Order number if applicable
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Type in any supporting Comments as necessary
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To continue to make this service recurring for the selected asset, click the toggle button for Recurring Reminder
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The Next Target will reflect when this service will be due next for the selected asset
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Click the Complete button
Once a reminder has been marked as complete, a new reminder will automatically be added, and the selected reminder will be moved to the Completed tab.