Custom Reminder Options (Calendar / Asset Maintenance / Custom Alerts / Other Documents)

If you pop to the Calendar, you are able to create a 'Manual Created Event' by clicking on the date when your next Fire Drill etc is due. You are able to make this recurring by clicking on Recurring Event, as well as send reminder emails to employees selected under 'Invite Employees'. You can customise the time period you would like a reminder to be sent prior to the event as needed. 

Once the event has been saved, all employees listed in the 'Invite Employees' section will receive a notification that they have been invited to an event. There will be a .ics attachment included in this email, which will allow the employee to save it to their e-mail calendar as required. 

If the event is Edited, all employees will receive a notification that the event information has changed. 

If you are unable to see the calendar event once you have saved it, please check your Calendar Filters. You will need to ensure that 'Manual Created Events' is included in your 3 Event Type choices. 

Once you have completed your Fire Drill, you are then able to create a new Audit / Event to record this information. 

As an alternative to the calendar reminder, you could store the Fire Drill as 'Asset Maintenance'. 

To do this, we recommend creating your branch as an Asset (click here to learn more about setting up an asset), then creating a new date-based maintenance schedule with the recurring period, then assigning the maintenance schedule to the building asset. To learn more about asset maintenance, please click here. 

You are then able view upcoming 'Asset Maintenance' on the dashboard widget, the Calendar, and we will send an email notification to the Company Asset Contacts, and the person who is assigned to the asset 4 weeks prior to when this is due. 

You can also create custom maintenance schedules for Test and Tag, Building WOF etc. 

If you have a situation where you would like to be reminded about how long an employee has been with a company (such as for the 90 day trial period or for a re-induction after 6 months), you are able to create Custom Alerts. To do this, click on Customer Admin / Custom Alerts and create a 'New Runtime'. Please note, only those with Admin: Companies authority will be able to see this menu option. 

We send email alerts to the specified recipients 1 week prior and on the day of the run time due date. This is calculated based on the employee's given Start Date. 

If you have any other queries regarding Custom Reminders or any other areas of Engage, please contact us at support@engagesolution.co.nz and we will get back to you as soon as we can.