> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/quality-managers/action-item-application/tracking-and-monitoring-action-items/action-item-reminder.md).

# Action Item Reminder

Keep tasks on track with timely action item reminders.

Use the **Action Item Reminder** module to monitor pending action items and send timely notifications to responsible users, ensuring follow-through on assigned tasks.

{% hint style="danger" %}
Please note that automatic reminders for ongoing actions are already dispatched at key intervals: 30 days before, 7 days before, and on the day of the due date.
{% endhint %}

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Managing Pending Actions

Follow the steps below to monitor pending action items and send timely notifications to responsible users.

{% stepper %}
{% step %}

### Filtering Action Items

Use the **Search Panel** to filter the actions shown in the grid. You can filter by:

* **Action ID:** Enter the unique identifier for the action.
* **Action Name:** Enter the full or partial name of the action.
* **Action Item Owner:** Select the user responsible for executing the action.
* **Priority:** Select the level of importance or urgency.

{% hint style="info" %}

#### Actions:

* **Filter:** Click to apply your criteria and update the grid with matching results.
* **Clear Filter:** Click to remove all filters and restore the full list of actions.
  {% endhint %}

***

{% endstep %}

{% step %}

### Sending Reminders

Follow these steps to notify users about actions requiring execution:

* **Select Actions**
  * In the grid, check the **Select** box next to each action you want to send a reminder for.
  * Click **Save Changes** or click outside the grid to save your selections.
    * To cancel, click **Discard Changes**.
* **Send Reminders**
  * Click **Send Email Reminder** to notify the responsible users.
    * A confirmation message will appear above the grid once reminders have been sent.
    * Each reminder is sent to the assigned owner of the selected action and includes:
      * Key details about the action
      * A reminder of the due date (whether upcoming or overdue)

{% hint style="warning" %}
If an action item no longer has an associated task, the system will block the reminder and display an informational message to prevent outdated or invalid notifications.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Search &#x26; Filter the Grid</strong></td><td>Quickly locate and narrow down items in the grid.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F4ucDuo1pab8O5PG4gwRL%2FIMS-V16-NAV-Library-Icons-105.png?alt=media&amp;token=73308525-baa6-4627-be29-936046d355db">IMS-V16-NAV-Library-Icons-105.png</a></td><td></td></tr><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F8EURtbR8olEYsY7knlFB%2FIMS-V16-NAV-Library-Icons-106.png?alt=media&amp;token=7664c54c-4826-48e4-8ca0-d042582c2f2d">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids.md#exporting-data-to-excel">Working with Grids</a></td></tr></tbody></table>


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