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diff --git a/rt/docs/reminders.pod b/rt/docs/reminders.pod new file mode 100644 index 000000000..e3af88133 --- /dev/null +++ b/rt/docs/reminders.pod @@ -0,0 +1,67 @@ +=head1 Reminders + +Reminders can be attached to a ticket to notify you take some action +on the ticket. Although there are fields like "Due" on tickets, some +tickets have dependencies or sub-tasks that need to be completed before you +can do the ticket. For a "Deploy New Certificate" ticket, for example, you may +need to remind yourself to order the new cert first. + +Reminders are sort of mini-tickets and in fact they are implemented as +tickets themselves. + +Each Reminder has: + +=over + +=item * Subject + +=item * Owner + +=item * Due date + +=item * Status (new, open, resolved, ...) + +=back + +=head1 Creating a Reminder + +Reminders are attached to tickets, so you create them in the Reminders section of +the ticket display. Once you give it an Owner and a Due date, the Reminder will +appear on the Owner's "At-a-glance" page by default. + +If you don't see reminders, it may be turned off. Display of reminders can be +disabled with the C<$EnableReminders> flag in C<RT_SiteConfig.pm>. By default, +reminders are turned on. + +=head1 Email Reminders + +While seeing reminders in the web display is handy, you may also want to send out +email based on reminders that are due or are soon to be due. You can use the +C<rt-crontool> utility to schedule a job to send these emails for you. + +To schedule the reminders, add a line like the following to your RT crontab: + + 0 6 * * * root /opt/rt4/bin/rt-crontool \ + --search RT::Search::FromSQL \ + --search-arg 'Type = "reminder" and (Status = "open" or Status = "new")' \ + --condition RT::Condition::BeforeDue \ + --condition-arg 2d \ + --action RT::Action::Notify \ + --action-arg Owner,AlwaysNotifyActor \ + --transaction first \ + --template 'Reminder' + +If you have modified the status values for reminders such that you have more +active statuses than "open" and "new" you should add them as part of your +"FromSQL" query. You typically won't want to send out email on "resolved" +reminders, but you could add that to the query as well. + +The argument to C<RT::Condition::BeforeDue> is an amount of time in the form +"1d2h3m4s" for 1 day and 2 hours and 3 minutes and 4 seconds. As shown in the +example, single values can also be passed. The run frequency in your crontab +should be consistent with the time period you set to avoid missing reminders. + +The template value refers to a Template in your RT system. You can use the +default Reminder template or create your own in Admin > Global > Templates > +Create. You can look at the default template for examples of the values +you can use to populate the email. |