Recurring Event Sequences, Email/SMS Reminders & Push Notifications

1. Overview & Business Value#

Set up recurring team standups and critical compliance alerts.

1. Configuring Recurrence Rules#

Choose recurrence frequency: Daily, Weekly on specific days, or Monthly on the first Monday. Configure automated reminders delivered 15 minutes prior via desktop notification and email.

2. Prerequisites & Access Permissions#

• Required Modules: smart_et_calendar, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

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Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:60-recurring-events-and-automated-reminders-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#