Query on reminder completion setup
I got a question about reminders that my CSH text does not answer, and I would like to remedy the deficiency - but first I need to check that what I am about to write is correct.
Senario - have new puppy and so manually set desex reminder for 4 months forward. When we do the actual desex operation we want this reminder to disappear, but with no creation of any future reminder.
Solution:
- create desex-g reminder group
- create desex reminder as normal, with group desex-g
- create dexsex-complete reminder with zero interval, zero cancel interval and big sensitivity interval, and group desex-g
- for all desex operations set the reminder type as 'desex-complete'
Now when we invoice the desex operation, the original desex reminder will be completed, and a new 'desex-complete reminder will be created.
However, on the next reminders run this will be cancelled because its cancel interval has expired.
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Is the above the correct way to do it ?
Regards, Tim G
Re: Query on reminder completion setup
Its how I achieve it, however for the remaining period of that month that animal will be flagged with a red bell on the SUMMARY window. Which I have found upsets the staff....but I couldnt see another way of achieving this
Re: Query on reminder completion setup
Ben - if you set the sensitivity high (say 60 days) then it will be orange rather than red.
I suspect that the real fix is 'if when set new reminder, the reminder interval is zero and the cancel interval is zero, then don't bother to set the reminder - BUT do do any completion of reminders in the same group'.
Then the 0/0 reminder become a 'stopper' whose only job is to cause any reminders in the same group to be completed.
Regards, Tim G
Re: Query on reminder completion setup
Hi Tim and Ben,
I think we shoudl actually make a change to the reminder system to support auto completing reminders that have an end date the same as the start date i.e 0 reminder period. Still needs to process the resetting of previous reminders of course but this way on product can set the interval to 0 and know it will complete passed reminders in same group and complete itself.
Cheers Tony
Re: Query on reminder completion setup
Tony - I agree. That is, a 0/0 reminder should operate to complete others in its group, but should not itselef be treated as as active reminder (but should still be processed via cancellation by the reminders processing).
This would solve Ben's problem of a 0/0 reminder being seen by the staff as a problem.
Regards, Tim G
Re: Query on reminder completion setup
Hi Tim A,
Whats involved in changing the reminder processing to cancel reminders with end date = start date ?
Cheers Tony
Re: Query on reminder completion setup
There's are several areas that would need to change:
1. During invoicing.
If a new reminder has start = end date, then after completing existing reminders, its status would need to be set to CANCELLED
2. Reporting|Reminders
Currrently reminders are cancelled based on their due date + cancel interval. This would need to be extended so that reminders that have start = end date are also cancelled.
3. Reminder editing.
By doing (1), if you manually create a reminder and set its start and end date the same, it will be cancelled on save. This only applies to new reminders; if you edit a reminder and then set its start and end date the same, it won't cancel.
This is because a business rule exists that is triggered when a reminder is saved for the first time. It may be best to remove this rule, and handle reminder completion and cancellation within the reminder editor.
-Tim