Managing Report Reminders

Report reminders are a feature that supplements the flags that can be added to reports. The advantage of report reminders is that they can be set to provide the reminder on a yearly basis and they will display regardless of whether or not the information the guardian entered would be flagged by GTS.

Report reminders can be added for the Annual Report of the Person, the Annual Report of the Estate, or the same reminder can be set for both reports.

Creating a Report Reminder

To add a new report reminder, perform the following:

1.	Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.
2.	Click the Report Reminders tab.
3.	Click the Add Report Reminder icon . The Add/Edit Report Reminder popup displays.
4.	Click in the Reminder field and enter comments related to the case that should be referenced when reviewing future guardian reports.
5.	Depending on the subject and relevance of the comments entered, select the Annual Report of the Person, Annual Report of the Estate, or both checkboxes.
6.	(Optional) For the Report Period, enter the four digit year (ex. 2022) that defines the period through which the reminder should display.
7.	Click the SAVE button to return to the GTS Case screen.

Updating a Report Reminder

Update a report reminder to add or remove reports on which the reminder should display, add or update the display period, or add additional comments.

1.	Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.
2.	Click the Report Reminders tab.
3.	Locate the reminder that needs to be updated and click the Edit Report Reminder icon in the grid. The Add/Edit Report Reminder popup displays.
4.	Update any of the content as needed.
5.	Click the SAVE button to return to the GTS Case screen.

Deleting a Report Reminder

If a report reminder is no longer needed, it can be removed:

1.	Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.
2.	Click the Report Reminders tab.
3.	Under the Report Reminders section, locate the reminder that needs to be deleted and click the Delete icon in the grid.
4.	On the confirmation message that displays, click the OK button. The reminder is removed.
5.	Click the OK button (if applicable) on the second confirmation that displays which says the reminder has been removed.