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Schedule Reminders When Archiving

Cherlyn_Bryans

I would love the option to add key dates with ticklers when I Archive records. That's the time when my head is still wrapped around the contents of the agreement and I can feed context forward to myself. Currently, we do this in Outlook with calendar invites (recurring for auto-renewals). I find that as far as reminders for complex agreements, this works much better than a scheduled list in my inbox. It would also be nice to categorize the type of reminder, such as: Report Due; Early Termination Notice Due; Terminate Auto-Renewal, etc. The more I can feed this information to my future self, and to our stakeholders, the more actionable it becomes.

Thanks!

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Comments

Jason Brown

Hi @Cherlyn_Bryans,

Thank you for sharing!

Does the Repository's Contract Reminder feature help achieve some of your goals here? Once you archive the contract, there will be a link at the top of the activity feed that takes you to the Repository where you can create the reminder.

Please let us know whether this is helpful and if you have any thoughts/feedback!

Cherlyn_Bryans

Hi @Jason_Brown - Thank you so much for your response! While it's a way of getting to the functionality, it's a little cumbersome. To set an email reminder you have to create a View. If we do that for all of our early termination options, that means our Coordinator is going to have a lot of views of singular agreements. I was thinking more that the reminders would be tied to either the repository record, or the workflow in a way that you could go in and see them all. Additionally, sometimes it's helpful to set a reminder 90/60/30 days out so that our team has time to assess whether they want to exercise the termination provision (or auto-renewal, for that matter).

One of the other things I get asked at a regular cadence every couple years is what are our Tier 1 agreements, what is the current term, and when would we have to exercise a termination option if we needed to terminate (which turns out to be a more critical date than the actual termination date).