How to use Asset Reminders

Keep track of maintenance, safety inspections, and compliance tasks for your assets with customizable asset reminders.

Asset reminders help you stay on top of important tasks related to your assets, whether it’s booking a service, recovering a loaned asset, or scheduling future maintenance. This guide covers what asset reminders are, when to use them and how to create reminders.

What are asset reminders?

Asset reminders are due dates linked to an asset in Setyl. They act as prompts for anything that needs attention—such as safety checks, maintenance, or compliance updates.

Each reminder includes:

• A reminder type (e.g. “Annual Service”, “Calibration Check”)

• Description of the reminder or instructions for completion

• A due date or renewal cycle

• The option to upload a file (such as a certificate or report)

• Reminder administrator

• A way to mark it as complete

When should reminders be used?

Reminders are useful for any task that needs to happen regularly or on a specific date. They are completely customizable and can be utilized in a wide variety of ways. Common examples include:

• PAT testing and other safety checks

• Scheduled maintenance or servicing

• Reminder to collect loaned out assets

• Uploading certificates after compliance work

How do I create a reminder type?

To set up a reminder type:

1. Navigate to Settings > Company Settings > Reminders

2. Click Add New Reminder Type

3. Enter a name , a description or instructions for completing the reminder, the default renewal cycle and any administrators of the reminder.

4. Click Add New Reminder Type

Once created, reminder types will be available for all assets.

Adding a reminder to an asset

To add a reminder:

1. Open the asset profile you'd like to add a reminder to

2. Navigate to the Reminders section of the asset

3. Click Add new Reminder

4. Choose a reminder type and set the due date

5. Click Save

You can also add reminders to assets by:

1. Navigate to Assets > Reminders
2. Click Add new Reminder
3. Select the reminder type and reminder due date
4. Click Select Assets
5. Select which assets you would like to add the reminder to
6. Click Add Selected

Where to view reminders

All upcoming and overdue asset reminders can be viewed in several different places within Setyl.  They can be viewed on the Setyl homepage under Upcoming Reminders.  They can also be viewed from the left navigation menu by going to Assets > Reminders. 

Asset reminders will also appear on an assets profile once they have been assigned to an asset.  The next reminder due date will appear at the top of the assets profile and you can view all completed and upcoming reminders for an asset by navigating to Reminders in the asset profile.

How to mark a reminder as complete

When a reminder is complete :

1. From the left navigation menu go to Assets > Reminders

2. If necessary filter reminders by Asset type , Reminder type etc.

3. Click Complete on the asset reminder that you have completed

4. Select Passed or Failed

5. Enter any additional notes and upload any supporting files or documents
6. Optionally you can also set the next reminder date
7. Click Complete

You can also mark reminders as complete from an assets profile :

1. Navigate to the asset that you are completing the reminder for
2. Select Reminders on the assets profile page
3. Click Complete for the reminder

4. Select Passed or Failed

5. Enter any additional notes and upload any supporting files or documents
6. Optionally you can also set the next reminder date
7. Click Complete
   
   

For additional support, visit our asset help pages, use the live chat at the bottom of the screen, or email us at hello@setyl.com.