To find the closed period reminder settings, press PDMR Module. See the image below for reference.
- Enter the dates for your upcoming quarterly reports using the calendar function for each quarter: Q1, Q2, Q3, Q4.
- Choose how many days before the report date you want the notification sent.
According to the regulation, it’s a minimum of 30 days before, therefore it’s the default value. You can customise this if you wish.
- You can now preview the exact date and time the reminder will be sent.
- Make sure that the checkbox(es) below are checked for the lists you want to receive the reminder.
- Proceed to press save once you're done with your setup.