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Plan Step to show as Reminder

Marie Kocher
$organization

I was training a new user/umployee on plans today. We added a step to a Plan record and I expected it to appear on her reminders screen. We set a due date in the near future (3 days) and I set the warn days at 5. With that overlap I would expect the plan step to appear on her list of reminders. Am I missing a step? Why can't she see the Plan Step in that way?

Thanks,

Marie Kocher

Kansas City Ballet

mkocher@kcballet.org

  • $organization

    I was having a similar issue a couple of months ago. I'm sure she's set up as a worker within her Tess constituent record, but did you add her worker details to the security application too? We hadn't done that step and for some reason, that made all the difference.

  • $organization in reply to Beth Hawryluk

    I think I may be missing how to have steps show up as reminders, but I really would love that functionality. Can someone email me or point me towards that specific documentation? Thanks!

    Heather Hoyt

    hhoyt@omahasymphony.org

  • $organization

    I had the same thing happen to someone at my organization.

     

    Step 1 was adding them as a worker, but I gather you have already done this.

    Step 2 my DBA worked some magic in Security that I was not aware of.

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Heather Hoyt
    Sent: Monday, December 07, 2015 1:27 PM
    To: Marie Kocher <mkocher@kcballet.org>
    Subject: Re: [Tessitura Development Forum] Plan Step to show as Reminder

     

    I think I may be missing how to have steps show up as reminders, but I really would love that functionality. Can someone email me or point me towards that specific documentation? Thanks!

    Heather Hoyt

    hhoyt@omahasymphony.org

    From: Beth Hawryluk <bounce-bethhawryluk7830@tessituranetwork.com>
    Sent: 11/23/2015 10:39:59 AM

    I was having a similar issue a couple of months ago. I'm sure she's set up as a worker within her Tess constituent record, but did you add her worker details to the security application too? We hadn't done that step and for some reason, that made all the difference.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to Heather Hoyt

    Hi Heather,

    You can have plan steps show up as reminders when you have assigned a Worker and a Due Date on the plan step. If you're already doing that and they are not showing up as Reminders, then have your systems admin check the security application to make sure that the worker setup on that person's account is complete. Even if they have been setup as a Worker within the Tessitura application, if the corresponding setup was not done in Security the reminders don't seem to work.

    Hope that helps!

  • Former Member
    Former Member $organization in reply to Beth Hawryluk

    Yes, expanding on what Beth said a little bit: before v12, Steps (formerly known as Reminders,) were linked to your Tessitura login. Plan Steps are assigned to any constituent account in Tessitura that's configured as a worker, even if that person doesn't have a Tessitura login. So, Tessitura needs to know which constituent account is you so it can show you your reminders, and which plans to show you when you use My Portfolio.

    As as part of on-boarding new staff, I make a new account for them and send the ID # to our IT staff so they can update the user accordingly in Tessitura Security. Here's the documentation on that.

    Also, though it may seem obvious I will say: often when my reminders aren't displaying correctly it's because I've forgotten to set the number of warn days. :)

  • $organization

    Hi there,

     

    Expanding a bit further: There is a check box in the Tools Menu Dropdown/Preferences/Show reminders at login option that may help get them to show.  If that box is checked then the reminders should show if the step number of warning days is included.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert
    Sent: Tuesday, December 08, 2015 10:59 AM
    To: Michelle Wohlers
    Subject: Re: [Tessitura Development Forum] Plan Step to show as Reminder

     

    Yes, expanding on what Beth said a little bit: before v12, Steps (formerly known as Reminders,) were linked to your Tessitura login. Plan Steps are assigned to any constituent account in Tessitura that's configured as a worker, even if that person doesn't have a Tessitura login. So, Tessitura needs to know which constituent account is you so it can show you your reminders, and which plans to show you when you use My Portfolio.

    As as part of on-boarding new staff, I make a new account for them and send the ID # to our IT staff so they can update the user accordingly in Tessitura Security. Here's the documentation on that.

    Also, though it may seem obvious I will say: often when my reminders aren't displaying correctly it's because I've forgotten to set the number of warn days. :)

    From: Beth Hawryluk <bounce-bethhawryluk7830@tessituranetwork.com>
    Sent: 12/8/2015 10:37:30 AM

    Hi Heather,

    You can have plan steps show up as reminders when you have assigned a Worker and a Due Date on the plan step. If you're already doing that and they are not showing up as Reminders, then have your systems admin check the security application to make sure that the worker setup on that person's account is complete. Even if they have been setup as a Worker within the Tessitura application, if the corresponding setup was not done in Security the reminders don't seem to work.

    Hope that helps!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!