Scheduled Reminders

The Reminders feature is available in both the classic and modernized versions of Entities. This section helps you understand how reminders work across both experiences. In the classic version, reminders are scheduled during the review setup process and follow a predefined timeline until the review is completed. On the other hand, the modernized version offers a simplified reminders table with filters and display options, allowing you to easily track and manage event reminders by urgency, date, user, and more. Learn how to use reminders effectively in each version to stay on top of compliance-related tasks.

Reminders in classic Entities

Reminders can be scheduled prior to initiating a Review. The Initiate Review wizard enables date selection when a Review is initially created.

Note

Reminders should be scheduled prior to initiating a review.

Establish a Schedule

A Reminder Schedule is initially established within the Review Manager Review Setup.

A Review Setup includes a Followup Reminder Timing dropdown menu which lists different timing options. Selection of a timing option will establish an initial schedule, as long as the selection is before the Review's due date.

Once a schedule has been established, dates will be added to the Review Initiation. These dates will populate the calendar up to the specified Review due date, therefore determining when Reminders will be emailed to the appropriate individuals.

Note

Once dates are scheduled, they cannot be changed. A Reminder can, however, be deleted.

Each Reminder can have a unique message added to it. The message can be edited by selecting the Wand button located next to it.

Reminders are populated with the schedule of dates and display on the Batch Listing screen.

Selecting the number for a Reminder in the Reminders column will open a detailed Reminders Schedule, providing a detailed breakdown of the status for each Reminder.

The various statuses are as follows:

Complete: Reminder has been sent.
Skipped: Reminder will occur on the same day as another notification, and so is skipped.
Pending: Reminder date is in the future and has not yet occurred.

Emails are sent to the designated individuals within the Review Setup. Upon completion of the Review, the reminders cease.

Reminders in modernized Entities

The modernized version of Entities includes a simplified table of event reminders with filters and features to help you view and analyze them efficiently. To view the reminders for a specific entity in the modernized version, go to Compliance > Reminders.

Note

You can view this information in modernized Entities and in classic Entities. To make changes to the data, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

View switcher

The modernized Reminders section includes a view switcher that lets you easily change how reminders are displayed. Use the view switcher to toggle between Table view and List view, depending on how you want to review and manage your reminders.

Table view

This view includes the following elements to support easy navigation and analysis:

Filter or Option	Description
Search	Search the items by name or description.
Urgency category	Filter by urgency levels such as Overdue, Upcoming, or Future. Use Reset to clear your selections.
Reminder date	Select a date range and view items within that period.
User group	Use the User group filter to narrow results to a specific user group. Search for user groups by typing in the filter; results update as you type. Combine the User group filter with other filters, such as date or event type, to further refine the list. Optionally include items with no user group assigned (if enabled in your configuration).
For user	Choose users whose items you want to view. The For user filter defaults to Me. Options include All (shows all items) and Me (shows only your items; your name is removed from the list). All acts as a toggle with other options. Clearing all filters or resetting the dropdown restores Me. A separator line divides the special options from the user list, and your name is removed to prevent duplicates. Use Me to select your own items.
Clear all	Clear all the applied filters to reset the list.
Columns	Show or hide columns such as Event, Description, Event Status, and User. For more information, refer to Columns.
Sorting or ordering of table columns	Use multicolumn sorting to organize results by multiple fields in a defined priority order. Sort by any supported column, then press Shift and select additional columns to add secondary or tertiary sort levels. You can add as many sort columns as you need. For more information, refer to Sorting or ordering table columns.
Rows	Choose to display 10, 25, or 50 rows. Use pagination controls to navigate between pages.

Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

Accessing reminder details

In the modernized Entities version, you can view detailed information for items listed under Compliance > Reminders. After accessing the section, follow these steps to explore the related details:

From the table that appears, select a name whose details you want to view.

Company Details and Appointments tabs appear.
On the Company details tab, review the following information for that name:
- Details View main details, primary addresses, accounting dates, and more.
- Addresses View information about primary addresses.
To view appointment details, open the Appointments tab. Use the search and Columns options to filter and customize the view.
Note
If you select a name from the Appointments tab, you’ll be redirected to the individual’s details page.

The Reminders details page includes an option to navigate to classic Entities. For more information, Navigating to classic Entities from modernized version.

List view

In list view on the Reminders page, you can use the calendar to filter reminders by a single day or a date range.

Default date range When you switch from table view to list view:

The calendar displays three months: previous, current, and next.
The reminders list is filtered to show reminders dated from the first day of the previous month through the last day of the next month.
If no reminders exist in this range, all urgency sections appear with 0 reminders.

Filter by a single day To view reminders for one day:

Select a day once to select it (no filter change yet).
Select the same day again to apply the filter.
Select the day again to clear the filter and return to the default three-month range.

If you select a different day, the selection updates, but the filter changes only after you confirm it (by clicking again or selecting a range).

Filter by a date range To filter by a range:

Select a start date.
Select an end date after the start date.

The full range is highlighted. The list updates to show reminders within that range.
To change the range, select a new day and then select a new end date.

Navigate the calendar without changing the filter After selecting a day or range, you can navigate the calendar without affecting the current filter:

Use the year selector to change years.
Use the up arrow to move the three-month window earlier.
Use the down arrow to move the three-month window later.

Your current selection and filter remain unchanged.

If no date is selected, navigating updates both the visible months and the filter.

Calendar highlights The calendar uses consistent visual cues:

Hovering highlights a day lightly.
Selected days appear with a stronger highlight.
Date ranges show emphasized start and end dates, with the interval highlighted in between.

These highlights help you quickly see which dates are controlling the reminder filter.

The list view also displays reminders as cards grouped by urgency, such as Overdue, Upcoming, and Future.

Each urgency group appears as a collapsible section and is collapsed by default. Use expand all or collapse all (next to the view switcher) to open or close all groups at once. Within each group, reminders appear in a single scrollable list with no pagination, even when more than 50 reminders are present.

Reminder card details

Each reminder card includes the following information:

Name and linked entity, if available.
Entity names are selectable and open the entity’s details page, or the Limited access view, depending on your permissions.
Description, which wraps to multiple lines when needed.
Reminder date and Event date, shown in the global date format. (The Event date is hidden if it has no value.)
User, User group, and Event type. (User and User group labels are hidden if no value is assigned.)
If at least one entity is attached, a more options menu appears with View entity details, which opens the related entity’s details page.

In the list view, you can filter to My reminders to show only reminders related to you.

When this filter is applied, both the calendar and the reminder cards display only reminders where you are the Created by user or the Assigned to user.