How to use 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:

Navigate to Settings > Company Settings > Reminders
Click Add New Reminder Type
Enter a name, a description or instructions for completing the reminder, the default renewal cycle and any assignees (the people responsible for completing it).
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:

Open the asset profile you'd like to add a reminder to
Navigate to the Reminders section of the asset
Click Add new Reminder
Choose a reminder type and set the due date
Click Save

You can also add reminders to assets by:

Navigate to Assets > Reminders
Click Add new Reminder
Select the reminder type and reminder due date
Click Select Assets
Select which assets you would like to add the reminder to
Click Add Selected

Note: You can add as many reminders as required to a single asset.

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 also appear on an asset's profile once they've been assigned. The next due date shows at the top of the asset's profile, and you can view all completed and upcoming reminders for that asset under Reminders on its profile.

How to mark a reminder as complete

When a reminder is complete:

From the left navigation menu go to Assets > Reminders
If needed, filter reminders by asset type, reminder type and so on
Click Complete on the asset reminder that you have completed
Select Passed or Failed
Enter any additional notes and upload any supporting files or documents
Optionally you can also set the next reminder date
Click Complete

You can also mark reminders as complete from an asset's profile:

Navigate to the asset that you are completing the reminder for
Select Reminders on the asset's profile
Click Complete for the reminder
Select Passed or Failed
Enter any additional notes and upload any supporting files or documents
Optionally you can also set the next reminder date
Click Complete

Get email alerts for reminders

Go to your profile picture > Personal Settings > Notifications and turn on Reminders are due in 7 days.

Other reminders and alerts in Setyl

License renewal reminders: get an alert before a license ends. See How do I create a Renewal Reminder for a License?
Warranties: see expired and expiring warranties under Assets > Warranties, or on your homepage. Setyl can fill in warranty dates automatically for supported manufacturers. See Setyl's Automatic Warranty finder for Assets.

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.