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To create a reminder you must first have created a saved search.

Once you have a saved search created. The first step is to get its internal ID. This can be done in two ways.

1. Get it from the URL

• Navigate to your saved search and view it
• In the URL, get the string of numbers after the part of the URL that says “searchid=”
   

The string of numbers is the internal ID.

2. Get the internal ID from the list of saved searches.
 

• Go to your list of saved searches and find your search.
• Copy the internal ID next to your search's name:

• If you cannot see the internal ID column then hover over the Home button in your Center and click on “Set Preferences”
   

• Ensure that “Show Internal IDs” is checked and click Save. You should now see the IDs if you go back to your list of Saved Searches.
   

The next step is to make your Reminder Definition Record. Follow the steps below.

1. Go to your dashboard with the [REED] Reminders portlet.
2. Click on “New Reminder”
    

3. A pop-up will open, expand it so you can see all the fields:
 

4. Enter the internal ID of your Saved Search into the “Saved Search Internal ID” field

5. Enter the text you want to display as the title of the reminder for the user into the “Action To Be Taken”

6. Define who can see the Reminder by using the Applicable Roles and Applicable Users field:

• Anyone with a role you select in the Applicable Roles field will be able to see it
• Anyone who you select in the Applicable Users field will be able to see it
• One must only qualify for one of these conditions to see it
• The easiest way to define one for yourself is to just pick yourself as the only Applicable User

7. If you want to highlight the reminder a different colour when there are more than X records, select “Greater than (>)” in the “Highlight If Count” field.

8. If you want to highlight the reminder a different colour when there are less than X records, select “Less than (<)” in the “Highlight If Count” field.

9. Enter the value of your X into the “Threshold” field

10. Set the Priority of the reminder. The lower the number the higher the reminder will appear up the list. This value is relative to the other reminders. Reminders with no Priortiy will be listed last.

11. Set the highlight colour by clicking on your desired colour. The currently chosen colour will appear below the colour options.

12. Click "Save Reminder" when done.
 

13. Hover over the portlet and click on the “Refresh” button to see the reminder immediately (if you qualify as an applicable role/user):
 

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